Overview

Required subscription: CRM Insights is available exclusively with our Event Lead Capture Plan.

CRM Insights surfaces real-time Salesforce data directly within the Popl mobile app at the moment a lead is scanned.

When a rep scans a badge at an event, we automatically check Salesforce to see if that person or their company already exists.

Within seconds, relevant context appears directly on the Create Lead or View Lead pages, helping reps understand who they’re talking to without leaving the app.

Reps can instantly see whether a lead is:

A current customer
An open opportunity
A lost opportunity
An existing lead

Tapping into CRM Insights reveals deeper details like deal stage, opportunity value, ownership, and past interactions, all in one place.

Beta Notice: CRM Insights is currently in Beta. Features and behavior may evolve based on feedback.

Requirements

CRM Insights is available when the following conditions are met:

You are using Event Lead Capture (ELC)
Your team has a native Salesforce integration connected to Popl

Additional notes:

Works with integrations connected at the team, subteam, or campaign level
Does not require active lead syncing to function
Automatically enabled for eligible teams
Can be disabled by a team admin

CRM Insights is not available for:

Digital Business Card (DBC) users
Non-team users
Teams without a Salesforce integration

How it works

A rep scans a badge
Popl begins lead enrichment
Once an email is identified, Popl triggers a Salesforce lookup
CRM Insights appears within seconds as a button below the Notes field

The feature appears in two places:

Create Lead page (immediately after scan)
View Lead page (for previously captured leads)

Tapping the button opens a full CRM Insights modal with detailed context.

CRM Insights Button States

The button updates automatically as data is processed:

State	Behavior
Loading	Appears as soon as lead enrichment begins. The button is faded and non-interactive while the lookup runs. Displayed text: “Loading CRM Insights…”
No Insights Found	No matching Salesforce records found. On the Create Lead page, the rep can dismiss it with the X icon. On the View Lead page, the rep can tap it to retry the lookup manually.
Insights Found	Button becomes active. Displays a preview of the result. Tap to open the full CRM Insights modal.

Preview types

The button preview shows one of the following:

Closed Customer
In-Progress Opportunity
Lost Opportunity
Lead (no associated account found)

CRM Insights Modal

The modal provides a read-only view of Salesforce data and is organized into three sections:

AI Summary

A single paragraph summarizing all relevant information about the person and their company, including:

Account status
Opportunities
Notes
Key context

Person Info

Displayed when an exact email match is found.

Includes:

Type (Lead or Contact)
Name
Status (for Leads)
Owner
Created Date
Salesforce Campaigns
Notes (up to 2 previewed, expandable)
“View in Salesforce” link

Note: If both a Lead and Contact exist, only the Contact is shown.

Account & Opportunity Info

Displayed when a company domain match is found.

Possible states:

State	Details Shown
In-Progress Opportunity (Blue)	• Company name • Opportunity stage • Amount • Owner • Created date • Notes (if available)
Closed Customer (Green)	• Company name • Latest closed opportunity • Amount • Owner • First close date • Notes (if available)
Closed Lost (Red)	• Company name • Opportunity amount • Owner • Close/lost date • Notes (if available)

Each section includes a “View in Salesforce” link.

Refreshing CRM Insights

Pull down in the modal to refresh data
Updates the “Last Updated” timestamp
On the View Lead page, reps can retry the lookup manually if no insights were found