Nothing kills your team’s productivity faster than tedious data entry of prospect, leads, or MQLs collected from business cards or event badges into Excel Spreadsheets or your 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 into Office 365 and Microsoft Excel in near real-time without any additional data entry.
What you’ll need:
- Handshook – Download for iOS or Android
- Zapier Account
- Office 365 & Microsoft Excel
A list of pre-configured Excel Integrations with Handshook
– Add new connections in Handshook to Microsoft Excel rows
Connect Handshook with Excel
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 app and a paid account, visit the web portal https://admin.handshook.app then click on the “Connect to Zapier” tab on the left.
Step 1) Enter an email in the Integration Request to the same email that owns the Zapier account you’d like to integrate with.
Step 2) Check your email and follow the instructions to link your Zapier account with your Handshook account.
Step 3) Accept the invitation on Zapier’s website.
Step 4) (Optionally) link your Zapier account with your team members
In the Handshook dashboard, 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.
Step 5) Create your Zapier Workflow with Excel
General Instructions:
- In Zapier, click on “Create” in the left menu.
The “Trigger” section
- In the “Trigger” section, search for Handshook, select “New Connection” as the “Trigger event”, and select the proper linked account.
The “Action section
- In the “Action” section, locate the third party app, in this case Microsoft Excel, where you’d like to push business card data.
Customizations
- Configure this from there. For instance, you can automatically perform tasks such as searching for a matching reccord or adding a row into an Excel spreadsheet.
Scan business cards directly to Excel
Get Started Today by Downloading Handshook:
