Add new Sansan business cards to Agile CRM as a new contact
By simply scanning a business card, all of the information on the business card will be usable in Agile CRM under a new contact. Do away with inputting new contacts from business cards by hand, and save tons of time and effort!
By simply scanning a business card, all of the information on the business card will be usable in Agile CRM under a new contact. Do away with inputting new contacts from business cards by hand, and save tons of time and effort!
- When this happens...New Business Card
Triggers when a business card is scanned or registered. This excludes business cards you do not have permission to access.
- automatically do this!Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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