You have probably been through the same scenario: you returned from a trade show or business event, pull a stack of business cards out of your pocket. You know that you need to enter the business cards data into your Bitrix24 CRM, but due to lack of time forget about it and new contacts for future collaborations are lost. Don’t want to miss any important client and save all contacts without manual data entry? Our solution can be your lifesaver. This is an overview of how you can combine Bitrix24 and our Business Card Reader to easily create and save new Leads or Contacts into your CRM system.

 

 

1) Install the Business Card Reader for Bitrix24 CRM + Create an Account
Go to the Google Play on your phone, download the Business Card Reader for Bitrix24 CRM for free. When you launch the app, you need to authorize using your Google Account.

 

 

 

 

 

 

 

 

2) Set up the integration with your Bitrix24 CRM

To set up the connection between the application and your CRM account you need to enter the Webhook URL from your Account. To get the Webhook URL you need to:
  1. Login to your Bitrix24 website;
  2. Go to “Applications” => “Webhooks” => “Add webhook” (Inbound webhook) tick “CRM” and “Drive”(disk) from the “Access Permissions” and click “Save”.
  3. In next window, you will get Webhook –
         (Example: https://m1m.bitrix24.com/rest/12/9bwppzv0k8pldr9t/profile/)

4. Copy and paste your Webhook URL into the corresponding field and click “Connect

Useful note: You can choose where to save contacts in “Lead” or “Contact” on the same wizard screen or do it later in “Preferences”.

 

 

(You can check how your Webhook URL can look in the screenshot by clicking “Do it now” sentence on the same page).

 

3) Choose the recognition language + Scan Business Card
At the bottom of the wizard screen click on the “flag” icon, choose the recognition language and click “OK”. Useful hint! You can choose maximum 3 languages.

You can recognize a business card by clicking the “Camera” icon or from the “Gallery” by clicking the “Image” icon below.

 

                                             

 

Important note: Prior to scanning don’t forget to check if you have a tick on “Upload Card Image” in “Preferences” menu if you want the image to be saved into your CRM directly!

 

4) Check/Edit the scanned info + Enrichment
   After you scan the business card info you are able to check the info plus insert new information. If you want to enrich data you need to click on “Get more” button. You can get additional person’s info: social network account, company name, department etc. You can choose from the list what data you want to add and click “Save”. All this information will be automatically added to your recognized info.

 

  

 

5) Add a note or a voice note
In case you have additional information you want to add you can make a note or record a voice note. Pay attention: The note will be saved to your CRM, but the voice note will be sent to Amazon S3 server (you will have a link to that record in your CRM).

When you add all data you want simply click “Save” data will be sent to the CRM. 

 

 

 

 

 

6) Saved info + Business Card Image
You can check the scanned info in “Leads” or “Contacts”. There you can choose the scanned person’s info. In the “Comment“, you can find the link to the scanned business card. You can find your business card images in your “Drive“. Go to “Bitrix24 Drive” => “My Drive” there is a folder “BCR” where all business card images stored.

 

If you have any questions or need assistance, please feel free to email us from the application “Preferences” => “Support Request“. 

 

 

 

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