01
Capture
Scan the badge, business card, QR code, or a handwritten note. Ten seconds at the booth, then back to the conversation.
Integrations / Insightly
CRM integration
Booth leads, synced to Insightly
Tendro scans the badge, enriches it, and writes an Insightly lead or contact tagged with the event, routed to the owner and ready for the pipeline.
Desk trial: test scans and real enrichment at your desk. Insightly sync starts with your first paid event. No credit card.
§ 01 · Sync
How does Tendro sync event leads to Insightly?
Each scan creates an Insightly lead or matches a contact by email, tagged with the event and routed to the owner, in seconds.
02
Enrich
Tendro fills in what the badge left out: verified email, title, company, domain, firmographics. Typing at the booth becomes the exception.
03
Score
Tag each capture hot, warm, or cold. Repeat visitors and multi-event prospects get flagged, so reps work real intent first.
04
Sync
Tendro writes the lead or contact to Insightly, tags it with the event, links an opportunity if you use one, and sets the owner.
Matched contacts update in place, so a repeat buyer keeps one record with the new event tag rather than a duplicate lead.
§ 02 · Field mapping
What fields land in Insightly?
Lead or contact fields, verified email, an event tag, plus custom fields for booth note and scan time, with the owner set.
Tendro captureInsightly
- Email, title, companyLead / Contact
- EventTag / category
- Booth noteCustom field
- Scan timestampCustom field
- OwnerRecord owner
§ 03 · Offline
What happens when the venue loses signal?
Scans queue on the device and sync to Insightly on reconnect, in scan order, so no capture is lost in the dead zone.
Show floors run on congested WiFi and blocked carrier signal at peak. Every capture saves to the phone first, so the queue keeps moving while a prospect is still in front of you.
When the connection returns, the backlog delivers to Insightly in scan order. Nothing waits on the venue, and the real scan time rides along with the record.
§ 04 · Setup
How do I connect Insightly?
Connect Tendro to Insightly, map fields, set the event tag and routing, then run a test scan.
01
Connect
Connect Tendro to your Insightly account.
02
Map
Map captured fields to lead, contact, and custom fields.
03
Route
Set the event tag and the owner assignment.
04
Test
Desk-scan before the show and confirm the record, tag, and owner.
§ 05 · Attribution
How does event attribution work in Insightly?
The event tag on each lead or contact is the attribution key, so you can filter and report the pipeline each show produced.
Keep the tag scheme consistent across shows and link opportunities back to it, so event-sourced pipeline stays visible in reporting.
§ 06 · Pricing
What does the Insightly integration cost?
$499 per event with unlimited team members, phones, and scans. Every integration included. Rental scanners run $400 to $700 per device.
One flat rate covers the whole booth staff. No per-seat license and no per-device rental, and the app travels to the next show while the rental stays behind.
A full calendar gets the season pass: flat per-event pricing that drops as you add shows. The free desk trial tests real scans and enrichment at your desk, no card; Insightly sync turns on with your first paid event.
§ 07 · Last call
Sync Insightly at your next event.
One app. Every event. No hardware rentals.