Zapier + Digital Business Cards = automated workflows
Measure networking initiatives
Digital Business Card + CRM platforms
- Send contacts to your CRM when your card is scanned
- Setup reminders to follow-up on prospects
- Analyze full funnel conversions to track ROI of a networking event
Digital Business Card + web analytics tools
- Utilize analytics tools to track the journey of leads by creating specific events or goals
- Attribute conversions to specific marketing channels or campaigns
Launch personalized marketing campaigns
Digital Business Card + email marketing tools
- Send automated welcome emails to collected contacts
- Set up drip email campaigns to nurture your contacts and never lose a lead
- Educate your contacts about contextual offers for quicker conversions
Digital Business Card + communication platforms
- Send personalized messages, contextual offers and follow-ups to collected contacts
Digital Business Card + ad and conversion apps
- Retarget on ad platforms using pixel tracking or creating custom audience from your contacts
Digital Business Card + survey tools
- Gather feedback from collected contacts
Digital Business Card + scheduling tools
- Enable prospects to schedule meetings with your team
Collaborate across teams
Digital Business Card + access management tool
- Automate digital business card creation, updation and deletion
Digital Business Card + HRMS tool
- Automate Digital Business Card management with employee onboarding and offboarding process
- Update employee personal information automatically
Digital Business Card + project management tools
- Send notifications on relevant apps about scans or contact exchanges
- Create tasks or raise tickets automatically (eg. onboarding checklist, follow-up calls with prospects)
Digital Business Card + CRM platform
- Route and distribute leads to relevant sales reps
Get more done with Uniqode (formerly Beaconstac) native integrations
Microsoft Entra ID
Automate organization-wide Digital Business Card management via Uniqode's Microsoft Entra ID integration.
Salesforce
Centralize lead management by syncing your collected contacts with Salesforce.
Google Analytics
Gather insights such as user behavior, preferences, and demographics of those who scanned your Digital Business Cards.
Meta Pixel
Drive conversions by retargeting Meta ads to prospects who viewed your Digital Business Card.
Google Ads
Retarget users who scanned but didn't convert with Meta Pixel ads.
Available on the Business and Business+
Need help in choosing a plan? Contact our QR Code experts at +1 (646) 655 0702
FAQs
You can connect your Uniqode account in 10 easy steps-
- Sign in to your Uniqode account
- Click Cards in the top-left.
- Click Integrations in the left menu.
- Click Zapier.
- Copy “YOUR API KEY and ORGANIZATION ID.
- Sign in to your Zapier account in a new tab or window.
- Click My Apps in the left menu.
- Search for “Uniqode”, then click Connect.
- Paste the copied YOUR API KEY and ORGANIZATION ID in the Developer token and Organization ID fields, respectively.
- Click Yes, Continue.
Set up a Zap to connect with your desired CRM–
- Sign in to your Zapier account.
- Click Zaps in the left menu.
- Click Create in the top-right, then click New Zap.
- Set up the Zap template by doing the following:
- Configure Trigger:
- In the Trigger section, choose Uniqode.
- Choose New Leads Created from the drop-down in the Event field.
- Choose your Uniqode account, then click Continue.
- Click Test Trigger. If the account connected is correct, the data will be fetched from the selected account.
- Click Continue.
- Configure Action:
- In the Action section, choose “your CRM”.
- In the Account, sign in to “your CRM” account, then click Continue.
- In the Action, choose the contact information fields you want to export to “your CRM”. For example, you can map the following fields:
- Contact information: First Name - Map to the first name field from Uniqode.
- Contact information: Last Name - Map to the last name field from Uniqode.
- Contact information: Email - Map to the email field from Uniqode.
- Contact information: Company Name - Map to the company field from Uniqode.
- Click Continue.
- Click Test action if you want to check whether everything is configured correctly. Else, click Skip Test.
- Click Publish & Turn On.
Our Zapier app integration is available starting at our Business and Business+ plans to give your team the ultimate flexibility with sharing, storing, and acting on Uniqode Digital Business Card collected data. Learn more about our pricing.