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How to capture trade show leads into Attio with a business card scan
Most trade show leads die in a stack of cards on someone’s desk. Here is a faster path into Attio.
1. Scan immediately
After each meaningful conversation, scan the card in Fieldio while context is fresh. You can add a short event note (“Met at SaaStr booth — asked about route planning”).
2. Review before save
AI extraction is fast but not perfect. Fieldio shows editable fields — name, title, email, phone, company — before anything hits Attio.
3. Duplicate check
Before creating records, Fieldio can warn you if a similar company or email already exists in your workspace. Merge or skip instead of polluting the CRM.
4. Create Company + Person
One tap creates both records in Attio, linked the way your team expects. Optional follow-up task: “Call in 3 days.”
Privacy note
Business card photos are processed for extraction and not stored as files after parsing. Your CRM stays the system of record.
Measure what matters
Track booth ROI by counting new Attio records tagged with your event note — not by counting cards in a rubber band.