Autumn is the high season for world’s best trade fares, sales expos, business meetings and different events. You try to attend all possible and to get more profit from it. How is it possible to ease your work process after every expo when you end up with manual data entry of all business cards into your Insightly account. Simply download our solution before the event and start scanning cards without the need to carry them with you.

This is an overview of how you can combine Insightly 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 Insightly CRM + Create an Account
Go to the Google Play on your phone, download the Business Card Reader for Insightly CRM for free. When you launch the app, you need to authorize using your Google Account.

 

 

 

 

 

 

 

 

 

2) Set up the integration with your Insightly CRM

To integrate Business Card Reader with your Insightly account you need to enter the API Key.

To get the API Key, please log into your Insightly CRM account, go to “User Settings” and go down to “API Key”. Copy the API Key and paste it into the corresponding field in the application 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”.

 

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”. 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“. 

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