Nothing halts your team’s productivity faster than tedious data entry of leads collected from business cards or event badges into HubSpot or a customer relationship manager (CRM).
With the apps and integration listed in this tutorial, you’ll be able to scan physical business cards, digital business cards (like Popl, HiHello, and Blinq), and event badges to capture leads or get new connections, and send them directly to your HubSpot CRM in near real-time without any data entry.
What you’ll need:
- Handshook – Download for iOS or Android
- Zapier Account
- HubSpot Account
Connect Handshook with HubSpot
Our Zapier integration is a paid feature so besides downloading the app for iOS or Android, you must also have a paid account. Visit our pricing page for the latest pricing.
Once you have the mobile app and a paid account, visit our Zapier integration page, sign in and follow the steps below to create your automations for business card scans.
Step 1) Create your Connection to Handshook within Zapier
In order to create a Zapier automation or share it with your team, you must first create a connection to Handshook inside of your Zapier account.
Once you have a connection, you’ll be able to create zaps to automate what happens with business cards are scanned (See Step 2) AND you’ll also be able to invite your team members to use your Zapier automations (See Step 3).
Step 2) Create your Zapier Workflow Between Handshook and other Apps
General Instructions:
- In your Zapier “My Zaps” screen, click on the “+” / “Create” in the left menu.
- In the “Trigger” section, search for Handshook, select “New Connection” as the “Trigger event”, and select the proper linked account.
Note: Visit the first section on this page “A list of popular third party apps available on Zapier to integrate with Handshook” to view instructions for your specific app.
Step 3) Create a Connection to HubSpot and Customize your “Action”
The “Action section
- In the “Action” section, locate the third party app where you’d like to push business card data.
- Configuration differs for each application you are using. Click the dropdown to see the available options.
Here is a list of pre-configured integrations we have configured in Zapier for this third party application.
A list of pre-configured HubSpot Integrations with Handshook
– Find or create HubSpot contacts from new scanned business cards in Handshook
– Create new companies in HubSpot for new Handshook connections
– Create companies in HubSpot when new business cards are scanned in Handshook
– Create HubSpot contacts when new business cards are scanned in Handshook
– Create or Update Contacts in Hubspot with new Handshook Connections
– Add contacts to lists in HubSpot with new Handshook connections
– Update contacts and companies in HubSpot for new business card scans in Handshook
Step 4) (Optional) Link your your team members so their leads go to HubSpot
In the Handshook dashboard, once you create a connection to Handshook in Zapier, you can add any sub-users to your Zapier account so that all of your users’ business card scans follow the same process and are pushed to the same CRMs and Marketing Systems.
Once you have the app, a paid account, and a connection to Handshook, visit the web portal https://admin.handshook.app then click on the “Connect to Zapier” tab on the left. If you have a connection in Zapier, you’ll see a list of your users.
Their business card scans will now be pushed to any automations you have set up.
Advanced Setup: Different Admins
If you have different admins for Handshook and Zapier, take a look at the optional setup section in our help docs.
Get Started: Scan business cards directly to HubSpot
Get Started Today by Downloading Handshook and follow the instructions above:
