Contacts+ + Pipeline CRM
Save newly-scanned Contacts+ business card contacts in Pipeline CRM
After every networking event you likely wind up with a handful of business cards for people you need to follow up with if you're able to not lose the business cards. This Contacts+ Pipeline CRM integration makes it easy to get your new contacts information where you need it by automatically scanning the card information directly into your CRM through Contacts+.
After every networking event you likely wind up with a handful of business cards for people you need to follow up with if you're able to not lose the business cards. This Contacts+ Pipeline CRM integration makes it easy to get your new contacts information where you need it by automatically scanning the card information directly into your CRM through Contacts+.
- When this happens...New Business Card Transcribed
Triggers when a business card has been transcribed.
- automatically do this!Create Person
Creates a new person in your PipelineDeals account.
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