How can I capture trade-show leads in Salesforce without Wi-Fi?
Build a Formyoula form mapped to Salesforce Leads. Event staff record contact details and conversation notes on a phone or tablet without Wi-Fi. The app stores entries on the device and creates the mapped records when the connection returns, so you do not have to retype paper forms.
How it works
- Build a short lead form. Include name, company, email, phone, interests and follow-up notes. Add an event identifier for your Salesforce team.
- Map it to Salesforce. Connect the fields to the Lead object, include required fields and test the resulting Lead record.
- Prepare the booth team. Sign in and load the form while connected. Test capture in airplane mode on the devices you will use.
- Capture offline and reconnect. Staff complete the form at the event. Stored entries submit to Salesforce when connectivity returns.
What your event team can capture
- Contact details: enter attendee names, companies and contact information.
- Badge details: enter the information you need from a badge; automatic decoding is not assumed.
- Sales context: capture interests and conversation notes before the next visitor arrives.
- Event source: map an event identifier to a suitable Salesforce field.
- Related records: configure connections when your workflow needs more than one record.
What about Salesforce Campaigns?
Creating a Lead and adding it to a Campaign are separate steps. Map your lead fields and event identifier, then have your Salesforce administrator configure and test Campaign Member association for your process. Confirm required fields, permissions and duplicate handling before the event. Do not assume automatic Campaign membership or an event organiser’s badge-scanning integration.
A customer’s event experience
“Fast forward 3 months and we are now capturing over 5,000 leads a week with over 100 users.”
— Alex
This exact excerpt from Alex’s published testimonial describes that customer’s experience, not a promised result or capacity limit.
Follow the Salesforce getting-started guide to configure the connection.
Frequently asked questions
Can I capture leads with no Wi-Fi?
Yes. Load and test your Formyoula form before the event. Entries are stored on the device offline and submitted to Salesforce when it reconnects.
Does this include automatic badge scanning?
This workflow uses entered contact and badge details. It does not assume automatic badge decoding or an event-organiser integration.
Are leads automatically added to Salesforce Campaigns?
Do not assume this. Have your Salesforce administrator configure and test Campaign Member association separately from Lead creation.
Put your workflow to the test
Compare plans and pricing, read about offline forms for field workers, or follow the offline photos and signatures guide.