Wrkflow Template Post-Event Lead Transcription Keeping track of everyone you meet at an event can be tricky. With this Lead Transcription Wrkflow, simply snap photos of business cards or event badges and upload them to Google Drive in seconds. The Wrkflow then transcribes all contact information into Google Sheets, removes duplicates, and can add any properties you need to track including ‘Event Name’ and ‘Lifecycle Stage’. Once that is done, all the data will be automatically added to Hubspot or your CRM of choice, ready for your post-show follow-up. Trigger Connects to a Google Drive folder full of pictures taken of business cards and/or event badges Transcribe Transcribe contact information from images in a Google Drive into a Spreadsheet Combine Combine with Spreadsheet downloaded from Event App Add Smart merge contacts to capture all data while removing duplicates Add Add properties to Spreadsheet including Offline Source, Event Name, Contact Owner, Lifecycle Stage and more Retrieve Upload to Hubspot (or CRM of choice) Optimize Prospecting Quickly add critical prospect data to your CRM, so you’ll have all your ducks in a row when it’s time to call. Automate Data Cleanup Keep your CRM squeaky clean and event attribution accurate, even if multiple team members contribute leads. Simplify Networking Don’t fumble the moment when it’s time to take a prospect’s details. Simply snap a photo and you’re all set. Make this Wrkflow work for you Thanks to our Hybrid Automation approach, Wrk can connect to any software that you currently use for Post-Event Lead Transcription, and in many cases our pre-configured Wrk Actions cover the entire cost of industry-leading tools your team already pays for. Two birds, one platform. Popular Wrk Actions to Improve your Post-Event Lead Transcription Process Add License in Photoshop Add new license to corporate account for Adobe Photoshop Add Task in Asana Create a new task in a project in Asana Add Product to Google Business Listing Store Add a new product into a Google Business Listing store Add Row in Google Sheets Add a row to an existing tab in Google Sheets Add Text to a Google Slide Add, replace, or remove text in a Google Slides presentation Add Attachment to a Deal in HubSpot Attach any document to an existing deal in Hubspot Add Connection in LinkedIn Request a new connection with optional message on LinkedIn Add Image in Powerpoint Add and format image in a slide in Microsoft Powerpoint Add a Deal in Pipedrive Create a new deal in Pipedrive Add Note in Salesforce Add a note to a lead, account, contact, or opportunity in Salesforce Call Lead from Contact List with HubSpot Call lead in Hubspot with customized script Call to Inform Place a phone call with a provided script to relay information Combine Data in Google Sheets Concatenate contents of multiple cells within a Google Sheets spreadsheet Combine Data in Excel Concatenate contents of multiple cells within a Microsoft Excel spreadsheet Convert PDF to Excel Convert a PDF file to a Microsoft Excel spreadsheet Copy Google Slides Make a copy of an existing Google Slides presentation to create a new one Delete Background in Photoshop Delete a background from an image in Adobe Photoshop Resources Related to Post-Event Lead Transcription 5 Revenue Processes Ripe for Automation Automation for the People Video: Unlock Hybrid Automation with Wrk Filling Your Revenue Generation Gaps with Automation RevOps Your Engine Webinar: Growth Hacking Your Digital Agency Wrk x Vancouver Startup Week — How we generated 560% return for our investors Wrk x Dublin Tech Summit — This Won’t Hurt a Bit: Truly Painless Digital Transformation Did you know? Wrk is proven to reduce cost per process by an average of 20% and reduce delivery time by 65%.