Popl

Learn how to turn on Lead Capture Mode and customize the form people fill out when you share your Popl digital business card.

The Lead Capture Form

Learn how other people save your information when you share your Popl digital business card.

How others save your information

Learn what messages are automatically sent to you and your leads after capturing a contact with Popl.

Messages you and your leads receive after Lead Capture

Lead Capture

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Create your workspace and invite the people you work with.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Contact Support

Getting Started with Popl: Event Lead Capture

How to sign in to your account

Getting Started

Universal Badge Scanner Guide

Best Practices for Popl Teams: Event Lead Capture

Event Lead Capture

Best Practices for Inviting Your Team to Popl: Event Lead Capture

Event Lead Capture: What's in it for Your Team?

Mobile App Walkthrough: Event Lead Capture

Using AI Recorder to Capture Event Conversations

Set up Custom Email Sending Addresses for Follow-Up Emails

Getting Started with Event Lead Capture

Set up Dynamic Lead Sync Paths

Priority Fields

Field Manager

Understanding Filter Operators for Leads, Sync, and Follow-Up

How to use Calendar Booking Links

CRM Insights (Salesforce) - Beta

Integrations

Use Ask Popl from the Dashboard

Ask Popl (MCP) - Claude Setup

Ask Popl (MCP) - ChatGPT Setup

Ask Popl (MCP) - Copilot Setup

Ask Popl (Official MCP)

Lead Qualifiers

List Enrichment

Team Leads & Lead Context

Lead Management

Events

Events: Data Capture Step

Events: Completed Leads

Dynamic Follow Up Email

Setting Up Dynamic Qualifiers in Events

Importing Events from HubSpot

Import Campaigns from Salesforce

Event Settings

Creating Events from Existing Events

Importing Events from a CSV File

Using Prospect to Build Pre-Event Target Lists

Prospect

Admins

Admin Tutorial

Customize team invite emails

Using Templates for Team Cards

Use Template Link Types

Getting Started as an Admin

Adding Members

Remove or Delete a Member

Edit members in bulk

Lock a Member's card

Manage Change Requests

Create additional admins

Download your team's QR codes in bulk

Send notifications to your Team

Manage Members

Manage Team Settings

Manage Team Assets

Exporting team data

GDPR Sensitivity Mode

Team Settings

Bulk import leads

Reassign leads in bulk

Other Admin Actions

Manage Subteams

Subteam Admins