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Exporting Leads to Your CRM

When the event is over and you’re ready to hand off leads to sales, you export them from BoothRev to your CRM. This is the outbound CSV channel — for the conversational alternative (a CRM-ready brief for one lead or a whole event, without a file download), see Connecting Claude → Prepare next steps for your other tools.

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When to export

Export after the core follow-up window has passed — typically 2 to 5 days after the event ends. By then, most leads should be confirmed, Rev should have processed them, and the follow-up status should be accurate. You can export at any time, but earlier exports may be missing context that arrives after the event (late voice note transcripts, post-event notes, meetings agreed after follow-up).

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Export formats

BoothRev exports in four formats: All formats include the same lead data. The column names and structure are formatted to match what each CRM expects. This is the same field mapping used by Connecting Claude’s CRM action brief and event-export tools, so the two can’t drift.

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Full field reference

Every export includes:

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Follow-up tier

One of five values, reflecting how much real human contact this lead has had: Use this to decide how a lead should be worked once it lands in your CRM or sequencing tool — a 1:1 lead is ready for a rep to pick up the relationship where it left off, while a 1:many lead is better suited to a broader nurture sequence than a personal outreach. Follow-up tier doesn’t currently appear anywhere in the BoothRev app UI (mobile or web) — CSV export, the Connecting Claude CRM action brief, and event-export tools are the only places you’ll see it.

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How to export

  1. Open your event in the web inbox.
  2. Click Export in the top right.
  3. Select your CRM format.
  4. Download the file.
Import it into your CRM using that platform’s standard CSV import process.

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Exporting a subset of leads

If you only want to export certain leads — for example, only High priority leads or those with a Meeting Agreed — filter the lead list first, then export. The export reflects what’s currently visible in the list.