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?-
Open the snapADDY Card Scanner app and go to the Settings.
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2. In the area CRM select your CRM system. You can choose between Salesforce, Pipedrive, SugarCRM, Microsoft Dynamics and SAP Sales Cloud.
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3. Click on Done button in the right upper corner
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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.