How do I export contacts from the app to my CRM system?
After scanning a business card, you can export the contact to your CRM.How do I export contacts from the app to my CRM system? Wie exportiere ich Kontaktdaten aus der App in mein CRM-System? Leon Bieber
Open the snapADDY Card Scanner app and go to the Settings.
2. In the area CRM select your CRM system. You can choose between Salesforce, Pipedrive, SugarCRM, Microsoft Dynamics and SAP Sales Cloud.
3. Click on Done button in the right upper corner
4. Start a new business card scan with the Plus icon.
5. Take a picture of the business card. The address data is automatically recognized. You can view, check and complete the data.
6. Click on the Export button in the bottom right corner.