Integration · Roadmap and legacy
Sociana + CRM: HubSpot, Salesforce, Zoho (roadmap)
Sociana has no native HubSpot, Salesforce or Zoho sync. Exhibitor leads, notes and scan logs can be exported or sent by webhook into any CRM with some setup on your side. A native push with qualification fields is on the gap list, not the product. We state it so nobody buys on an assumption.
On the roadmap
What it does inside Sociana
My Stall lets exhibitors scan visitors, keep notes and review a scan log. The data leaves by export, Sheets or webhooks. Rivals such as Cvent, Swapcard and ExpoPlatform advertise native CRM connectors; we do not match that today. A CRM-side import mapping, or a small receiver service, is the practical route.
What the organiser configures
- Which CRM objects the leads map to
- Fields captured at the stall
- Export rhythm or webhook events
- Consent wording for lead capture
Data that flows, and where it is stored
| Data | From | To | Stored |
|---|---|---|---|
| Lead name, contact, notes and stall | Sociana My Stall | CSV, Sheet or webhook receiver | Your CRM after import; Sociana keeps its copy |
| Consent record for the scan | Visitor action | Sociana lead record | Sociana database (hosting region on request) |
Data protection (DPDP)
The organiser is the Data Fiduciary and Sociana acts as processor. Ask us for the hosting region and retention period that apply to your occasion; the sub-processor list is on the Sub-processors and integrations page. We do not state a region or retention period on this page.
Security notes
- Leads are personal data with a consent trail; keep it.
- A CRM adds a processor under your control.
Set-up checklist
- Decide the CRM fields and the source value for these leads.
- Pick export or webhook with the Sociana team.
- Import a test batch and check duplicates.
- Write the consent text visitors see.
- Agree who follows up and by when.
Limits, stated plainly
- No native Salesforce, HubSpot or Zoho sync and no qualification scoring.
- No guarantee that every CRM field maps cleanly.
- Consent is the organiser's responsibility.
Not offered yet
- Native CRM sync
- Lead qualification scoring
At a glance
- Provider
- CRM: HubSpot, Salesforce, Zoho (roadmap)
- Status
- On the roadmap
- Set up by
- The Sociana delivery team, with your accounts
Questions people ask
Do you integrate with Salesforce?
Not natively. Leads can be exported or sent by webhook for you to import. That is the honest position until a connector is built.
Can exhibitors qualify leads?
They can keep notes and see a scan log. There are no qualification fields or scoring.
Who owns the leads?
The exhibitor or the organiser depending on your contract. Sociana records the capture and the consent trail.
Need this connected for your event?
Tell us which tools your team already uses. We will show you where the data lands and who sees it.