1) Install the Business Card Reader for HubSpot CRM + Create an AccountGo to the “Google Play” or “App Store” on your phone, download the Business Card Reader for HubSpot CRM for free. When you launch the app, you need to authorize using your Google or Facebook Account or you CRM account.
2) Set up the integration with your HubSpot CRMFirst of all, when you open it, you should add the Google account to synchronize credits and then move to the next page tapping the “Select” or “Add new”(account) button. Then you should set the HubSpot CRM connection for your business card data to be transferred into your CRM. The connection is performed via OAuth 2.0 authentication so can be sure that all your data are sent in the safest way. First of all, you should enter your CRM account data and then the connection will be automatically established. You can do it right after first open or by going to Preferences => CRM Preferences later.
ImportantWe don’t have an access to your password, because it’s shown only for you and only on the HubSpot site. That’s why the authorization is very secure.
3) Choose the recognition language + Scan Business CardAt 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 + EnrichmentAfter 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 noteIn 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 “Contacts”. Business Card image will be saved to your CRM directly.
If you have any questions or need assistance, please feel free to email us from the application “Preferences” => “Support Request“.
Business Card Reader for HubSpot CRM perfectly approaches to every business person. So, if you are on a business meeting and don’t have time and possibility to write down all the information about your colleagues, try this solution and save your time for more important things.