This is a guide you can use to export your leads out of the Attendify Leads tool and setup integrations. Please note only the License Owner and booth staff set as an Admin can export leads.
You can request an archive with the specific items or all of the information to be sent to your email address. Follow the steps below to do so.
- Click Leads > Export > request Export:
- Select the information you'd like to export, the format of the file and enter the email address the archive will be sent to the requested email.
Attendify's Salesforce integration enables you to automatically push leads scanned by your team to your Salesforce account.
You can set up an integration with Salesforce in Settings > Integrations > Salesforce > Connect:
Have further questions about exporting leads and setting up integrations? Reach out to us at firstname.lastname@example.org or chat with us on any Attendify web page