Capture event leads into Capsule CRM.

Visitors at your booth or event scan a QR code or text a keyword, answer a question or two, and arrive in Capsule as contacts, tagged by event.

Start free trialHow it connects

14-day free trial. Connects to Capsule CRM through Zapier.

At your event

EXPO

Thanks for stopping by! What’s your work email?

will.h@gmail.com

Added to Capsule CRM

Through Zapier · Tag: expo

Booth and conference leads that make it into Capsule CRM

Badge scans arrive days later in a spreadsheet, and business cards get typed up by whoever has time. With Textiful, visitors give you their details by text and they’re in your CRM before they reach the next booth.

  • Tagged by event

    Every contact arrives with the event as a tag, so your follow-up list is ready when you get back.

  • A keyword or a QR code

    Say “text DEMO to 33777” from the front of the room, or put a QR code where people can scan it. Either one starts your capture flow.

  • Qualifying questions by text

    A capture flow asks for company, role, or timeline one text at a time, and each answer becomes a field your reps can sort by.

Connect it with Zapier

  1. 1

    Start with Textiful

    In Zapier, create a Zap. Choose Textiful as the trigger app and New Contact as the trigger, then sign in to Textiful.

  2. 2

    Pick your flow

    Choose the capture flow to watch. Finish the flow once from your own phone, then test the trigger so Zapier has a sample.

  3. 3

    Add Capsule CRM

    Choose Capsule CRM and the Create Contact action. Map name, email, and phone, and add tags.

  4. 4

    Turn it on

    From then on, everyone who finishes the flow becomes a lead or contact in Capsule CRM.

See Textiful + Capsule CRM on Zapier, or read the Zapier setup guide.

The Capsule CRM action to use

Your Zap has two steps: Textiful’s New Contact trigger, then Capsule CRM’s Create Contact action. Here’s every field Zapier shows for that action, and what to put in each one.

1. Trigger

Textiful: New Contact

Runs when someone finishes the capture flow you pick.

  • Campaign NameRequiredYour capture flow

Always sent

Email, First name, Last name, Mobile number, Keyword (empty for a QR code scan), Number texted, Flow name and ID, Time they finished

Sent when your flow asks

Zip, City, State, Time zone, Company, Birthdate and age, Your custom fields, Poll answers

Each answer arrives as its own field you can map.

2. Action

Capsule CRM: Create Contact

Creates a new Person or Organisation.

Field in ZapierWhat to put here
typeRequiredChoose the person type
Email AddressEmail
CityCity (if your flow asks)
StateState (if your flow asks)
Zip CodeZip (if your flow asks)
Phone NumberMobile number
TagsType the event name
aboutOptional
Street AddressOptional
CountryOptional
WebsiteOptional

Field names as listed on Zapier, checked November 2026.

Where sales teams capture leads into Capsule CRM

Questions people ask

More CRMs that work with Textiful

Get your next show’s leads into Capsule CRM.

Try Textiful free for 14 days. Set up a QR code or keyword in minutes and see who shows up.

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