CRM

CLibutti
Member

Tap to transfer contact info

SOLVE

Does anyone have any reccomendations on an app that can transfer contact info when a phone it touched to a tablet or another phone?

 

It would be ideal for this contact info to be uploaded into hubspot seamlessly.

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Tap to transfer contact info

SOLVE

Hi @danmoyle,

 

Oh, so we're not talking about a contact record in HubSpot. We're talking about holding a phone close to a badge to either scan a QR code or read a RFID chip – this would open the contact information on the phone which should the be passed into HubSpot?

 

As far as I understand, for a 'holding phone near a badge' solution, a RFID chip would be required. And that means a vendor of these kinds solutions. It wouldn't be enough to simply print out badges.

 

In the case of a QR code, it would probably involve some of this and the HubSpot Google contacts sync, for example, to get the contacts into HubSpot.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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8 Replies 8
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Tap to transfer contact info

SOLVE

Hi @CLibutti,

 

Just to clarify on your requirements: the idea is that a user would navigate to a contact record in HubSpot and click something so that this contact's information is passed on to the address book of a mobile device? Is the expectation here that this works for one user or for dynamically for all users?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

CLibutti
Member

Tap to transfer contact info

SOLVE

Hi @Karsten:

I think I would like the opposite. Someone approaches me and i want their contact info to move wirelessly from their device to my device, hoping that when it gets into my device it is stored in hubspot. I hope this clears it up?

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Tap to transfer contact info

SOLVE

Hi @CLibutti,

 

Yes, it's clear, thank you. As I wrote above, I'm not familiar with setting up these kinds of capabilities of mobile devices. I'd recommend reaching out to Android or iOS web developers or managers of events you know used this technology.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

CLibutti
Member

Tap to transfer contact info

SOLVE

Hi @ Karsten,

The ideal situation would be that a person comes up to a tablet at a conference and just holds their phone close to the tablet, almost like Apple Pay, and their contact card trnsfers from their phone to the tablet, Then to take it one step further, the app that allows that transfer to happen can some how provide a seemless upload/transfer into hubspot?

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Tap to transfer contact info

SOLVE

Hi @CLibutti,

 

Understood. Unfortunately, I'm not familiar with setting up these kinds of capabilities of mobile devices.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

danmoyle
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Tap to transfer contact info

SOLVE

I don't want to speak for Chris, but we talked today about this. I envision it like how at conferences you can tap badges (or other tools, phones, etc.) to exchange contact information. Then you can either upload it to HubSpot, or put it into a spreadhseet to upload, cutting down of manual input (and even scanning business cards). 

 

I know INBOUND2022 had some kind of badge bump. Not sure what happened after that. 

 

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Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Tap to transfer contact info

SOLVE

Hi @danmoyle,

 

Oh, so we're not talking about a contact record in HubSpot. We're talking about holding a phone close to a badge to either scan a QR code or read a RFID chip – this would open the contact information on the phone which should the be passed into HubSpot?

 

As far as I understand, for a 'holding phone near a badge' solution, a RFID chip would be required. And that means a vendor of these kinds solutions. It wouldn't be enough to simply print out badges.

 

In the case of a QR code, it would probably involve some of this and the HubSpot Google contacts sync, for example, to get the contacts into HubSpot.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

danmoyle
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Tap to transfer contact info

SOLVE

@kvlschaefer @TitiCuisset anyone we can tag on this question? Chris is a client and I'd love to help! 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/