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Tagging Leads from Events 

Learn how to create events and tag leads automatically as they're captured.

Events let you automatically tag every lead your team captures during a conference, trade show, or other event, with no extra steps for the person tapping your card. Create an event with a name, a date window, a list of attendees, and one or more tags, and any lead those attendees capture during that window gets tagged automatically.
 

On this page 

 

Who can create and manage events?

Role Can create events Can choose attendees from
Admin Yes Anyone in the organization
Group Admin Yes Members of their own group only
PRO / Individual User Yes Themselves only

Editing follows the same hierarchy: Team Admins can edit any event, Team Group Admins can edit events created for members of their group, and PRO or Individual users can edit only the events they created for themselves. Events belong to the person who created them, not to an org or group.

Creating an event

Go to Events in the main menu and click "Create Event":

Then fill in:

  • Event Name: for your own reference only. It's never shown to leads or sent to your CRM.

  • Start Date and End Date: the date and time window during which auto-tagging is active.

  • Attendees: the team members whose lead captures should be tagged. Only the leads collected by these people will trigger tagging.

  • Event Tag(s): one or more tags that get attached to any lead captured during the event. Free text, no restrictions on length or characters.

Note: Once saved, an event automatically moves through the statuses Upcoming → Active → Ended based on its Start and End Date, and you can filter your Events list by any of these statuses.

How auto-tagging works

A lead is tagged with an event's tag(s) only when all three of the following are true at the moment the lead is captured:

  • The capture happens on or after the event's Start Date.

  • The capture happens on or before the event's End Date.

  • The person capturing the lead is listed as an Attendee of that event.

If any one of these isn't true, no tag from that event is applied, but the lead will still be collected. The person capturing the lead doesn't see or do anything differently; tagging happens entirely in the background.

Running multiple events at once

You can run more than one event at the same time, and a single lead can match more than one of them. When that happens, the lead receives every matching tag.

Example: Sam is an attendee of both "CES 2026" (tag: CES_2026) and "Partner Summit" (tag: Partner_Summit). If both events are active at the same time and Sam captures a lead, that lead gets both tags — CES_2026 and Partner_Summit.

Editing and ending events

  • Upcoming events can be edited freely before they start.

  • Active events show a "Pause to edit" button in place of the normal edit button. Pausing lets you make changes, and if you push the Start Date into the future, the event simply becomes Upcoming again.

  • Ended events can't be edited.

  • Changes to an event's name, dates, attendees, or tags apply going forward only. Leads already captured keep the tags they received at the time of capture.

  • Deleting an event, or deleting/editing one of its tags, doesn't remove or change the tag already stored on leads that were captured earlier.

To edit an event, simply click on the pencil icon on the far right side of the event so you can make the changes you need:

 

To delete an event, click anywhere on the event space, and then click "Delete":

 

Where the tags show up

  • Lead detail page

    Event Tag(s) appear as chips/badges below the Company Name on the lead's detail page. If a lead has no event tags, the field is simply left blank.

 

  • CSV export

    Event Tag(s) is included as its own column in every lead export. Multiple tags on one lead are comma-separated in that cell (for example: CES_2026, Partner_Summit). Leads with no tags export with an empty cell.

  • CRM integrations

    • Event Tag(s) is sent as a custom field in the lead payload.

    • Multiple tags are sent as a single comma-separated string.

    • If a lead has no tags, the field is left out of the payload entirely.

    • Event Tag(s) appear as a mappable field on the CRM integration settings page.

      Note: Your CRM admin needs to pre-create a matching custom field (for example, Event_Tag) and map it on the integration settings page before tags will flow through.

Need help?

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