How To Export Your Digital Business Card Leads to a CRM (in 2 Easy Ways)

One standout feature that sets digital business cards (e-business cards) apart from their paper counterparts is two-way contact sharing. Recipients can submit their contact details via the card you hand out, and your digital business card solution stores each submission in a digital address book.

Now, while digital business cards excel in capturing lead information, the real challenge is turning these leads into customers.

The journey from initial contact to conversion requires strategic nurturing. One way to start this process is to export your digital address book to your company’s CRM software. This centralizes all leads to your primary lead management tool (CRM) for nurturing and tracking.

But how do you efficiently transfer your digital business card leads to a CRM? What are the different ways you can export? Keep reading to find out.

How to export contacts from your digital business card solution to your CRM

You can export the leads captured through your electronic business card to a CRM via two methods:

1. Integrate directly into your company’s CRM (such as Salesforce)
2. Use Zapier to connect to a broader range of CRM tools

Note: We will use Uniqode’s digital business card solution for this demonstration. You can access Zapier integrations on the BUSINESS plan. Direct integration to Salesforce is accessible on BUSINESS+.

If you don’t have a Uniqode account, you can sign up for a no-commitment, zero cost free plan to build digital business cards and a digital address book. No credit card required.

Or, you can also check out our digital business card pricing plans.

1. Integrate directly into Salesforce

This lead exporting method directly integrates Uniqode with Salesforce, one of today’s most popular CRM platforms.

Step 1: Get Salesforce’s Callback URL from Uniqode

Sign-in to your Uniqode admin account and click “Integrations” in the left menu.

Choose “Salesforce.”

Then, copy the “Callback URL” shown on your screen and click “Next.”

Step 2: Paste the Callback URL to Salesforce

Go to your Salesforce account.

If you’re using Lightning Experience:

1. Click the gear icon near the bell icon in the top-right corner, then click “Setup.”
2. In the left menu, under “PLATFORM TOOLS,” expand “Apps,” then click “App Manager.”
3. Click “New Connected App” in the top-right corner
4. Enter “Uniqode” in the “Connected App Name” field
5. Enter “Uniqode” in the “API Name” field
6. Enter your email address in the “Contact Email” field
7. Check “Enable OAuth Settings” in the “API (Enable OAuth Settings)” section
8. Paste the Callback URL you copied from Uniqode in the “Callback URL” box
9. For the “Selected OAuth Scopes” field, select and add the following scopes:
   1. Access the identity URL service (id, profile, email, address, phone)
   2. Manage user data via APIs (api)
   3. Perform requests at any time (refresh_token, offline_access)
10. Lastly, scroll down to the bottom of the page and click “Save,” then “Continue.”

If you’re using Salesforce Classic:

1. Click “Setup” in the top-right corner
2. In the left menu, under “BUILD,” expand “Create,” then click “Apps”
3. In the “Connected Apps” section, click “New”
4. Enter “Uniqode” in the “Connected App Name” field
5. Enter “Uniqode” in the “API Name” field
6. Enter your email address in the “Contact Email” field
7. Check “Enable OAuth Settings” in the “API (Enable OAuth Settings)” section
8. Paste the Callback URL you just copied from Uniqode in the “Callback URL” box
9. For the “Selected OAuth Scopes” field, select and add the following scopes:
   1. Access the identity URL service (id, profile, email, address, phone)
   2. Manage user data via Web browsers (web)
   3. Perform requests at any time (refresh_token, offline_access)
10. Lastly, scroll down to the bottom of the page and click “Save,” then “Continue.”

Step 3: Copy the Consumer Key and Secret from Salesforce

If you’re using Lightning Experience:

1. In the left menu, under the “PLATFORM TOOLS” section, expand “Apps” then “Connected Apps”
2. Click “Manage Connected Apps”
3. Click “Manage Consumer Details”
4. Enter the verification code sent to your email, then click “Verify”
5. Copy the “Consumer Key” and “Consumer Secret”

If you’re using Salesforce Classic:

1. Click “Setup” in the top-right corner
2. In the left menu, under “BUILD,” expand “Create” and then “Apps”
3. Under the “Connected Apps” section, click the Uniqode app you created
4. Enter the verification code sent to your email, then click “Verify”
5. Copy the “Consumer Key” and “Consumer Secret”

Step 4: Paste the Consumer Key and Secret in Uniqode’s Dashboard

On Uniqode’s dashboard, go to Integrations, then Salesforce.

Paste the Consumer Key and Consumer Secret you copied from Salesforce in their designated fields, then click “Connect.”

You will be redirected to a Salesforce verification page. Click “Allow.”

To learn more about executing and maintaining this integration, check out our official, easy-to-implement guide on exporting your collected Contacts from Uniqode to Salesforce CRM.

2. Export your contacts/leads to 700+ other CRMs via Zapier

This lead exporting method uses Zapier—a workflow automation platform—to initiate connections between Uniqode and 700+ other CRM tools. These CRMs include HubSpot, Zoho CRM, WP ERP CRM and Pipedrive.

Step 1: Get your Uniqode account’s API Key & Tenant URL to Zapier

Sign in to your Uniqode account. Click “Integrations,” and choose “Zapier.”

Copy “YOUR API KEY” and “ORGANIZATION ID.”

Step 2: Initiate the connection between Uniqode and Zapier

Sign-in to your Zapier account and click “Apps” in the left menu.

Search for “Uniqode” and click “Connect.”

Paste the copied YOUR API KEY and ORGANIZATION ID in the “Developer token” and “Organization ID” fields, respectively.

Click “Yes, Continue.”

Step 3: Create and publish a Zap between Uniqode and your company’s CRM software

Sign-in to your Zapier account and click “Zaps” in the left menu.

Click “Create,” then click “New Zap”

Follow these procedures to create a Zap—Zapier’s term for app automation—between Uniqode and your organization’s CRM software. Let’s create a Uniqode-HubSpot Zap to demonstrate.

Configure the Zap Trigger:

1. In the Trigger section, choose “Uniqode”
2. Choose “New Leads Created” from the drop-down in the “Event” field
3. Choose your Uniqode account, then click “Continue”
4. Click “Test Trigger.” The data will be fetched from your selected account if no inconsistencies are found
5. Click “Continue”

Configure the Zap Action:

1. In the Action section, choose “HubSpot”
2. Choose “Create Contact” from the drop-down in the “Event” field
3. Choose your HubSpot account, then click “Continue”
4. In the “Action” drop-down, choose the contact information fields you want to export to HubSpot. For instance, you can map the following fields:

• Contact information: First Name (maps to the first name field from Uniqode)
• Contact information: Last Name (maps to the last name field from Uniqode)
• Contact information: Email (maps to the email field from Uniqode)
• Contact information: Company Name (map to the company field from Uniqode)

1. Click “Continue”

After setting up both Trigger and Action, you can click “Test action” if you want to verify the configurations. Otherwise, click “Skip Test.”

Finally, hit “Publish.”

Once this Zap goes live, every new contact you collect through an e-business card is added to your HubSpot CRM (listed under the “Contacts” menu). To learn more about executing and maintaining this integration, check out our official, easy-to-implement guide on how to integrate Zapier with Uniqode.

5 real-life use cases of integrating your digital business card solution into your CRM

1. Export and nurture leads from an event

Digital business cards help streamline lead generation during events such as trade shows, thanks to two-way contact sharing. And each contact you capture via your card goes to your solution’s digital address book as a lead entry.

However, each captured lead requires nurturing to steer them to your conversation funnel. For most companies, this begins with directing the leads to a sales CRM. With a specialized digital business card solution such as Uniqode (👋that’s us), you can integrate the leads you capture via your card during these events into your CRM software.

2. Store leads from sales calls and meetings—all in 1 place

Sharing a business card with a prospect during a sales call is standard practice. But opting for digital business cards empowers your prospects to share their contact details in return—even long after the meeting.

If you gather many leads via your card during these sessions, you can easily transfer them to your CRM software. Your digital business card provider will automatically sync the contacts to your CRM, regardless of the integration method you use.

3. Build a personal brand and establish a community around it

Your digital business card reflects your professional identity, expertise, and credibility. Hence, it can help you make positive first impressions with prospects while capturing their details as leads.

The key value emerges when you transfer these leads to your CRM software. The insights you derive can enable you to personalize engagements and formulate interaction plans.

Whether you’re a creative, freelancer, or solo brand owner, you can transform each captured lead into a member of a growing community around your personal brand.

4. Nurture the student leads you gather from various sources

Educational institutions can use digital business cards to collect prospective student data, capturing details of those interested in their educational programs.

The administrators can transfer the collected student leads to their institution’s CRM software. With the leads stored in the CRM, the educational admins can begin the nurturing process. This involves personalized communications to address student queries and understand specific preferences.

5. Centralize leads collected through email marketing

Having your digital business card in your email signature lets you go beyond displaying basic information. It provides your email recipients with quick access to their desired information.

Additionally, it strengthens the lead-capture capability of your emails. If links in your email body fail to get your audience’s attention, you still have a chance to get their contacts via the attached e-business card in your email sign-off.

As you already know, every lead or contact your card captures will automatically sync to your CRM.

Export your collected leads from Uniqode to your organization’s CRM software

Consolidate high-quality leads in one place for strategic nurturing via Uniqode-CRM integration. This positions you to tailor targeted approaches for converting leads into valued customers.

In addition to these integration capabilities, Uniqode’s digital business card solution gives you all the features to create, manage, and share e-business cards at scale: 

1. Share your digital business cards via Apple Wallet (or Google Wallet)
2. Enable Two-Way Contact Sharing to capture warm leads using your card
3. Track and analyze your digital business card’s engagement metrics
4. Centrally manage all e-business cards created within your company

You can access these functionalities (and more) without downloading an additional app. Enterprise-grade security measures also safeguard your networking activities.