How do I capture Leads from business cards?

The Leads Inbox saves you and your company's sales reps from tedious data entry from business cards collected at events. If you have the Salesforce Integration enabled for your account, you can event sync Leads and Contacts with Salesforce. 

You can also use the EventGeek iOS or Android mobile app to scan business cards and automatically create Contacts. Without the app, you can upload business cards directly to the Leads Inbox to create Contacts.

This article goes over:


Using the EventGeek mobile app to scan business cards

When using the EventGeek mobile app for iPhone or Android, you can click the camera icon in the lower right corner of the app to scan business cards. 

After taking a picture of the business card you can confirm or update the Event and add Contact Notes.


How to upload business cards

To upload a business card directly from Leads Inbox, first scan the card by taking a picture of it. Next, navigate to the Leads Inbox and then click Upload business cards to select the file(s) from your computer.


Accessing Leads Inbox

To get to the Leads Inbox, click the 📥  inbox icon at the top of the sidebar, then click the   Leads tab.

What you can view and manage in the Leads Inbox depends on your Access and Permissions level:
  • Admins can view and manage all items sent by all Org Members
  • Team Members can view all items sent by their Teammates
  • Event Staff can view and manage only the items they have personally submitted

Business card scan preview

After you've finished uploading your scanned business cards to the Leads Inbox, you can view a side-by-side preview of the card image and contact. This view is a totally optional step in the workflow. View this by clicking the Processing Status in the Leads Inbox, and you can edit the Contact information.


Automatic transcription

Once your card has finished uploading to the Leads Inbox, we'll transcribe it, usually within five minutes or less. You will see a Processing Status during this time. When the card processing is complete, the Leads Inbox automatically creates a new Contact.

EventGeek uses Optical Image Recognition (OCR) scanning software and a Quality Assurance (QA) team of real people to double-check the transcription and ensure the highest accuracy. Leads Inbox currently only supports business cards and notes that are in English.


Automatic event matching

Leads Inbox will automatically add the newly scanned Contacts to the appropriate event, based on who scanned the business card and when. These data points are matched with Event Staff and event start and end dates. 

If Leads Inbox cannot decipher the correct event for a business card, such as when an Event Staff member attends more than one event on the same day, Leads Inbox will offer suggested events.


Multi-select & update Contacts

If you want to update the event for multiple Contacts at once, click the checkbox next to each Contact and the multi-select action menu will appear above. 

Click  Update to add or remove the Contacts from one or more events. You can also update the Tag and Company for each selected Contact.

The multi-select actions menu also includes options to download all the business card for those contacts into a ZIP file or to delete the business cards.


Customize Leads Inbox with filters and columns

You can customize the Leads Inbox columns to choose which fields you want shown. For example, you could enable address fields like city, state and country. You can also filter by these same fields. 

When the Salesforce contacts sync is enabled, there are also columns available for sync status, last sync and Salesforce ID.

If there has been a successful sync for that contact, the Salesforce ID will link directly to the lead or account contact record in Salesforce.

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