Wrkflow Template
Post-Event Lead Transcription
Keeping track of everyone you meet at an event can be tricky. With this Lead Transcription Wrkflow, simply snap photos of business cards or event badges and upload them to Google Drive in seconds. The Wrkflow then transcribes all contact information into Google Sheets, removes duplicates, and can add any properties you need to track including ‘Event Name’ and ‘Lifecycle Stage’. Once that is done, all the data will be automatically added to Hubspot or your CRM of choice, ready for your post-show follow-up.
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Keeping track of everyone you meet at an event can be tricky. With this Lead Transcription Wrkflow, simply snap photos of business cards or event badges and upload them to Google Drive in seconds. The Wrkflow then transcribes all contact information into Google Sheets, removes duplicates, and can add any properties you need to track including ‘Event Name’ and ‘Lifecycle Stage’. Once that is done, all the data will be automatically added to Hubspot or your CRM of choice, ready for your post-show follow-up.
Optimize Prospecting
Quickly add critical prospect data to your CRM, so you’ll have all your ducks in a row when it’s time to call.
Automate Data Cleanup
Keep your CRM squeaky clean and event attribution accurate, even if multiple team members contribute leads.
Simplify Networking
Don’t fumble the moment when it’s time to take a prospect’s details. Simply snap a photo and you’re all set.
Make this Wrkflow work for you
Thanks to our Hybrid Automation approach, Wrk can connect to any software that you currently use for Post-Event Lead Transcription, and in many cases our pre-configured Wrk Actions cover the entire cost of industry-leading tools your team already pays for. Two birds, one platform.
