Scan2Lead Lead Automation
Your trade show leads. Your CRM. Fully automated.
With Lead Automation, you can automatically transfer captured leads from the PORTAL to your CRM in real time—without manual exports or any programming effort. Once set up, everything runs in the background.
Use cases for Lead Automation
When does Lead Automation make sense?
No more manual exports
Does your team manually enter leads into the CRM after the trade show? With Lead Automation, this process is fully automated – immediately after scanning, with no delay.
Automated follow-ups
New leads automatically trigger actions – such as welcome emails or CRM tasks. Once configured, everything runs in the background.
Multiple trade shows, one process
Do you participate in multiple trade shows? Lead Automation ensures that leads from every event are always automatically imported into your CRM.
Lead Automation is based on a professional no-code integration platform: Beginners can set up standard integrations quickly and without any prior knowledge – while advanced users can also build complex, custom automations and workflows.
Your benefits
Automation instead of tedious manual labor.
Fully automatic
No manual export, no upload. Leads are transferred to the correct system in real time immediately after scanning.
1,000+ integrations
Compatible with HubSpot, Salesforce, Pipedrive, and over 1,000 other CRM and marketing systems – plus Excel export as an alternative.
No code required
Beginners can set up standard integrations quickly and without any prior knowledge. Advanced users can build complex workflows on top of them.
How Scan2Lead works
Four Steps to an automated lead process.
Activate Scan2Lead PORTAL access and capture leads
No-Code setup: Select your CRM, define fields and triggers.
What should happen after a lead is received: Create a CRM entry, send an email, create a task.
New leads from every trade show are automatically entered into the right system – without any further action required.
Set up Lead Automation now.
Lead Automation is available to all Scan2Lead users. Depending on usage volume, additional platform license fees may apply.
We are happy to assist you with interior design and personalized consultations.
Frequently Asked Questions
Frequently Asked Questions about Lead Automation
Do you have questions about compatibility, setup, or costs? You’ll find the most important answers here. Our team will be happy to help you with the setup.
Any questions?
Personal consultation, free of charge
Lead Automation is compatible with over 1,000 tools via Make – including HubSpot, Salesforce, Pipedrive, Mailchimp, and many other CRM and marketing systems. If your system is among them, we’d be happy to advise you on the integration.
No. Lead Automation is designed as a no-code solution. You can quickly set up standard integrations without any prior knowledge. For more complex workflows, our team will provide you with personalized support during setup.
Lead Automation is available to all Scan2Lead users. Depending on your usage volume, additional platform licensing fees may apply. We’d be happy to advise you on the options that best suit your needs.
Standard integrations (e.g., transferring leads directly to HubSpot) can be set up in just a few minutes. For custom workflows with automated follow-up processes, we recommend our setup package, which includes personalized consulting.
Lead Automation transfers leads from the PORTAL to your CRM. As soon as leads are saved in the PORTAL – even if they were entered offline at a later time—the transfer is triggered automatically.
Discover more
Other Scan2Lead products
BARCODE-API
Use your own lead generation solution and receive visitor data directly through our API.
Scan2Lead App 365
Scan business cards at any trade show – directly into the PORTAL and into the CRM via Lead Automation.
Scan2Lead PORTAL
The central hub for all leads – dashboards, analytics, and team management.