Open the scanner, capture a card or badge, review the clean details, and the contact lands in your CRM ready for follow-up in five quick steps.
The scanner turns a paper card, event badge or digital contact into a clean, validated CRM record without manual data entry. Follow the five steps below to see the flow from capture to pipeline.
You open the scanner from your Salesforce Mobile App, your phone’s home screen or your desktop browser. Your camera loads in under a second and you’re ready to capture the first card.
You tap the scanner tile inside the Salesforce Mobile App. Your session stays inside Salesforce so you don’t switch context or log in twice.
You added the progressive web app to your phone’s home screen. Your scanner loads instantly, no App Store queue, no IT approval.
Your laptop has a webcam? You scan from the browser without installing anything. Your session syncs to the same queue your phone uses.
You point your phone at the business card, badge or QR code. Your scanner auto-focuses, crops and extracts the fields in under three seconds so you don’t have to line anything up perfectly.
You capture both sides if the card has content front and back. Your scanner merges them into one clean contact.
You scan the QR code on a conference badge. Your event API key pulls the full attendee profile, company, title, session attendance, into the contact.
Your prospect shares a digital card via QR or NFC? Your scanner handles those too, captured into the same clean workflow.
Your scanner extracts the name, job title, company, phone, email, website and address into labelled fields. You see them all on screen before anything saves.
You see the right string in the right field without re-mapping. Your scanner knows which numbers are phones vs fax and which strings are titles vs department names.
You capture leads at a trade show in Tokyo and the Japanese side of the card reads just as cleanly as the English.
Your scanner flags an invalid email or a malformed phone number before you save. You fix it with a tap and move on.
You scan a card, you answer three quick qualifying questions, you rate the lead, you tap save. Your record is ready for follow-up before you’ve even left the booth.
You configure the questions that matter to your team, budget, timeline, buying stage. Your scanner asks them in the same flow.
You tag a lead hot, warm or cold on the spot. Your follow-up team knows who to call first.
You scribble a note or dictate a voice memo. Your context sits alongside the contact record, not in a separate inbox.
Tap Save, and your contact, lead, or opportunity is instantly synced to your CRM. Your card scanner machine automatically maps data, assigns ownership, and tracks campaigns.
Your scanner creates a Lead, Contact, Account and Opportunity as needed, or updates existing records when a duplicate is detected.
Your scanned leads attach to the right Salesforce Campaign automatically. Your exhibition ROI reports just work.
Your Pardot or Account Engagement nurture sequence fires the moment the lead saves. Your first follow-up lands in their inbox within minutes.
See the full five-step flow on your own cards and CRM with a live walkthrough from our team.
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