Event Lead Lists Are Incomplete, Unstructured, and Time-Sensitive-
Fragmented Inputs: Event attendee and sponsorship data is often messy — usually just a list of email addresses with no names, titles, or company info. Tapistro intelligently maps each email to retrieve the associated person’s name, company, domain, and LinkedIn URL. From there, it enriches both contact and company-level data using 20+ datapoints.
Time-Sensitive GTM: The pre event and post-event outreach has a narrow window to convert interest into pipeline. Tapistro enables fast GTM activation by delivering a cleaned, enriched, sales-ready list within a day.
Events Data Import (CSV, Booth Scans, Sponsor Lists)
📄 STEP 1: CREATE A SOURCE:
For every Journey a Source is required to start the Journey. Here, you create the source basis the Journey use case you want to run in Tapistro.
Upload a CSV of attendees, booth scans, or sponsorship leads into Tapistro.
Please reach out to Tapistro team via our support query button (top right on the UI) to ask for assistance in uploads.
Tapistro performs fuzzy matching to identify and consolidate person-level records, deduplicates entries, and cleans the data.
🔗 STEP 2: Create a Journey
Log into Tapistro, go to the Journeys page, and select New Journey from the upper-right area.
In the Journey Canvas, provide a relevant name for your journey.
From the Type select Source Ingest.
From the Source ID bar, select the source you want to work with i.e the Event data CSV Upload Source created in step 1.
Tapistro ingests unstructured event data (names, emails, titles, companies, etc.) and prepares it for enrichment.
🧠 Objective: Convert raw event data into a structured, ingestible format for processing.
See how to make Sources here.
🔍 STEP 2: SOURCE DISCOVERY:
Add a node and select Source Discovery from the type list.
Tapistro Identifies Person & Company-Level Data by Source Discovery
Individual attendee identity (name, role, LinkedIn, email, etc.)
Associated company profile (name, domain, HQ, size, industry, etc.)
🧠 Objective: Unify person and company records from fragmented data to establish attribution and context.
🧩 STEP 3
Enrich Contacts & Companies
Tapistro enriches both people and companies using 20+ datapoints:
Verified emails & phone numbers
LinkedIn URLs
Company revenue, tech stack, headcount
HQ location & domain
Config Type: Select Account Profile Enrichment.
Enrichment Source: Choose the Account Profile Enrichment Source from the available dropdown list for eg: TheSwarm, TheirStack and others.
Use case tip: Reach from raw event attendees emails in a list to Account domain, Location, title and contact level details. Build profile view for each account and person in Tapistro.
🧠 Objective: Build sales-ready profiles with actionable insights for targeting.
🧹 STEP 4
Match & Clean with CRM
Run enriched leads through your CRM to:
Identify existing contacts or customers
Suppress competitors/internal teams
Flag duplicates or inactive records
Filter expressions for checking against CRM such as HubSpot could look like:
"payload->> 'hubspotlistId:X' IS NULL AND payload->> 'hubspotlistId:Y' IS NULL"
where X,Y could be the list ID in your CRM.
🧠 Objective: Focus only on net-new, ICP-fit, in-market opportunities.
See how to make CRM connections here.
🧩 STEP 5
Buying Group Expansion
Using company-level context, Tapistro identifies additional decision-makers:
Discover other roles/titles in the account
Segment them by seniority or department
Add to engagement lists
Select the right persona when using the Persona Id box and choose a Person Search provider.
🧠 Objective: Enable multi-threading from a single contact to full buying committee.
🚀 STEP 6
Activate in different channels
Trigger orchestrated, multi-channel actions based on rules or manual review:
🔁Email: Launch hyper-personalized outbound using 20+ micro-segments
📥 Route to AE/SDR via Slack, Teams or CRM
🤖LinkedIn Automation: Automatically send connection + nurture sequences
📞Calling: Activate high-touch calls for top-tier accounts
📥List : Download the data as a list with engagement data enriched.
In Tapistro we define activation in Destinations. Follow these steps:
Config Type: Select Destination.
Destination: Choose the Destination for this journey via the list.
Save your journey and review.
EXAMPLE: Creating a SmartLead Email Campaign Sequence:
In Destinations tab:
EXAMPLE: Creating a SmartLead Email Campaign Sequence:
In Destinations tab:
Name your Destination.
Type: Choose SmartLead destination.
Campaign Details: Enter other campaign information such as Sequence Name.
Campaign ID from your campaign source.
🧠 Objective: Deliver timely, personalized engagement across your sales and marketing surfaces.