Hello, my team enjoys using the business card scanner. Especially during large meetings or trade shows. It's helpful to be able to scan as they go. However, when they scan business cards, they are not prompted to enter the required fields and therefore our data is less than stellar. Is there a way to add fields or make certain fields required prior to saving? What is the point of having required fields upon entry if they're not prompted for it every time they enter a new contact?
Customising the scanner properties is something we would like to see as well. It would be great for our data cleanliness to allow our business advisors to enter the minimum required informationwe need to our CRM via the app, whenever scanning a business card or QR code. It would save a lot of time going back to add essential information later on when it's less fresh, especially after events.
As a Minimum you should be able to transfer any of the data fields from the scanned card over to the contacts page. The fact you cannot import the Company Name, Street Address, Region, State, etc.. is very unacceptable and makes the app less than useful.
Being able to scan business cards and have the same mandatory fields used when you create a contact in HubSpot is critcal to not only marketing but sales.
This is critical for us too. It's a great feature when at conferences but if you then have to go back to find them to add the required fields for lead tracking it becomes counter productive. Has anyone found a workaround with a workflow or other automation?
Yes, please! Our Asian teams use the app heavily because badge scanners at tradeshows aren't always available or we have to wait weeks for the data. However, being able to require the population of specific fields such as notes and a lead's status (hot, warm, cold) is imperative. Hoping the can be added because I have staff suggesting other platforms to use that will provide this feature while I'd rather keep it all in HubSpot.
And to add to this I just realized that "Conditional Properties" used does not get prompted in the HubSpot App, this really causes an issue since when creating a "form" with mandatory fields and conditional properties to ensure data is air tight - it all falls to pieces if the sales person uses the mobile app.
If we could have required fields pop-up this would help us a lot. We're doing a lot of fairs where we want to link scanned cards to specific interests. Hubspot please make this possible. Thank you.
This would be a wonderful addition to the app. The salespeople on my team would only need to add 3 or 4 additional fields and making them go back in and fill in additional information is tedious. Adding an option to choose what fields are required in part with the business card scanner would be amazing!
Totally agree - we need customizable and mandatory fields for the scanner function. At the moment I don't even have main properties like company name or country. That's useless when you try to scan leads at tradeshows.
