Sales Hub Tools

Dalton
Participant

HubSpot Mobile App - Business Card Scanner options

SOLVE

The business card scanner is a great feature in the HubSpot app, espeically when our team is at events. However you cannot add additonal details that you want after scanning the business card. 

 

For example, if I scan a business card at an event I may want to direct this lead to our consumer or B2B teams however there is no option to pull in additonal contact properties only what is available on the card once saved. This would allow these leads to get pulled into the dedicated workflow based on this property instead of going back into the contact and then manually updating the contact type. 

1 Accepted solution
danmoyle
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

HubSpot Mobile App - Business Card Scanner options

SOLVE

Hi @Dalton. Quick thought - I'd add your feature requests to the Ideas Forum. HubSpot product teams keep an eye on those. 

 

As for how to manage the contacts once you input them with the scanner, we can edit them once they're in and change properties and add them to lists. It may not be super fluid on mobile, but I've used the app to change properties. For example, if you plan ahead of time you could create an active list where the criteria is "added these dates by this user" so that anyone you add during an event gets put into a list. Then this list could trigger the workflow. Hopefully that helps spark an idea or two for you. 

 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/

View solution in original post

5 Replies 5
MelisaAganovic
Member

HubSpot Mobile App - Business Card Scanner options

SOLVE

@danmoyle  Thanks a lot for your support and the effort to actually test in real-time.

It's much appreciated. 

Cheers,

Melisa

MelisaAganovic
Member

HubSpot Mobile App - Business Card Scanner options

SOLVE

HubSpot Mobile App - Business Card Scanner - Workflow

Hi Dan, 

I have  a question about creating Workflows and including Businesss Card Scan.

We have an event between April 19-21, 2023. At this event we will be using the Scan Business Card Function in the HubSpot App. Is it possible to create following Workflow in HubSpot:

 

Contact enrollment trigger:
Create date between 19-21 Apil 2023

AND (this is the part I cannot find and I am not sure if it's possible)

From Scan Business Card

+

1. Add to static list
Add to list 'Business Card Scan_Eventname 2023'

What I basically want is that when I scan Business Cards during April 19-21 that it automatically goes into the static list that has been defined in Workflows instead of going straight to the general contact list in HubSpot.

Is that possible? I have created a test workflow where I defined Contact enrollment trigger (I used February 1st until 2nd) and 1. Add to static list, but the problem is that I get all contacts that have been added to HubSpot betweeen Feb 1st until 2nd.

 

I hope this is clear 🙂

 

Thank you for your support!

Cheers,

Melisa

0 Upvotes
danmoyle
Thought Leader | Elite Partner
Thought Leader | Elite Partner

HubSpot Mobile App - Business Card Scanner options

SOLVE

Hi Melisa @MelisaAganovic! I tested this and here's what I found: You want to look at these parameters: 

  • Original source is Offline Sources
  • Original source data 1 is mobile_ios (I used my iPhone)
  • Original source data 2 is business-card-scanner

I built an active list with this criteria, and it worked. The business cards I scanned showed up on this list. I prefer that over a workflow and managing a static list, but it's the same idea. 

 

danmoyle_0-1675255275497.png

 

I hope that helps! 

 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
0 Upvotes
danmoyle
Thought Leader | Elite Partner
Thought Leader | Elite Partner

HubSpot Mobile App - Business Card Scanner options

SOLVE

Sending a DM


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
0 Upvotes
danmoyle
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

HubSpot Mobile App - Business Card Scanner options

SOLVE

Hi @Dalton. Quick thought - I'd add your feature requests to the Ideas Forum. HubSpot product teams keep an eye on those. 

 

As for how to manage the contacts once you input them with the scanner, we can edit them once they're in and change properties and add them to lists. It may not be super fluid on mobile, but I've used the app to change properties. For example, if you plan ahead of time you could create an active list where the criteria is "added these dates by this user" so that anyone you add during an event gets put into a list. Then this list could trigger the workflow. Hopefully that helps spark an idea or two for you. 

 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/