Managing client information in your business is important for nurturing and building long-term relationships with them. Many of them were using traditional paper business cards, which may sometimes end up with piling data that never gets entered into your software system. However, NFC business cards have an NFC-enabled device that allows information sharing with just one tap.
Also, cloud-based CRM tools make it easy to receive, store, and organize the information directly from these NFC cards. In this guide, we will learn the step-by-step process of CRM integration for NFC business cards.
What is a CRM System?
A CRM System is a short acronym for Customer Relationship Management tool that allows companies to track revenue while improving and maintaining their customer relationships. This tool will manage customer interactions and sales activities as one centralized channel.
CRM systems will provide an integrated view of your buyers and also ensure that the companies can exchange key data insights of sales and marketing. CRM tool works as the central hub for businesses to store and access their customer information easily from one place. Thereby, it boosts productivity by automating the workflows and various tasks of the company.
Detailed Process of CRM Integration by NFC Business Cards
Usually, CRM integration by NFC business cards is the best way to simplify the contact management of your company. With this process, businesses can collect accurate customer data and handle their lead generation effectively. They can also track the communication done with their customers. So, below are the easy steps on how to import contacts from business cards.
1) Virtualize your paper business cards
This is the first step of CRM integration for NFC business cards, which includes converting your physical business cards into a numerical data format. You can use the OCR technology while scanning the NFC cards for better precision. NFC business cards have a small chip inside, so they contain all the user's contact information.
These NFC cards, when they come in contact with a CRM system, a simple tap will automatically record and store all your information seamlessly into the CRM system database. The main benefit is that manual data entry errors can be reduced, and information about all the potential prospects of your business can be stored in one central space precisely.
2) Select your CRM software
It's important to choose the right CRM system relevant to your business needs and budget constraints. Additionally, data privacy is the main factor to look for while selecting the CRM software service provider. It must be able to give robust security features for handling your customer information.
Moreover, there are some best CRM system providers, including HubSpot, Zoho CRM, Salesforce, and Pipedrive. Let’s explore them one by one.
a) HubSpot CRM
The methods for HubSpot CRM integration include Zapier, Naive integrations, Integromat(Make), and direct APIs. To start the process, first, your NFC card will scan the potential lead or customer to the landing page of your website.
After this scanning, the customer will fill out all his details on the page, and then, through Zapier, all the information will be transferred into the database of HubSpot CRM. Supported platforms like HiHello, Popl, Mobilo, and more also allow for automatic workflow triggering, such as email follow-ups.
b) Salesforce
The methods used in Salesforce integration are Salesforce API, Zapier, or any native integration apps. Here also, once the NFC card scanning receives the customer data on the form page, it pushes the data to the Salesforce contact list.
You can also configure the NFC cards for assigning leads to specific representatives(reps), trigger different workflows, or add tags, etc. For example, if one lead is from India, assign it to Rep A, while another lead is from the USA, assign it to Rep B. This way, you can configure different leads to a new salesperson or member.
c) Zoho CRM
The different methods used for Zoho CRM integration for NFC business cards are Zoho Flow, Zapier, APIs, and native apps. Now, the process is NFC card tap will trigger form submission, data received is stored in the Zoho lead contact list. You can enable automated tagging or lead scoring through it.
You can also use Zoho Forms along with webhooks from the NFC platform to capture leads.
d) Pipedrive
The methods for Pipedrive CRM integration are Make(Integromat), Zapier, or custom API integration. Whenever a lead taps the NFC business card, they will be redirected to fill out the form page. Once all the information is filled, it is pushed into the Pipedrive CRM database.
Moreover, you can also map the fields like email, phone, job designation, and more to trigger a new pipeline activity for capturing leads.
3) Review and organize the data
After the contacts are imported from NFC cards, the next step is to manage business card leads in your CRM system. Most importantly, you must review and verify the accuracy and completeness. No missing errors or data duplication should occur in the database while storing the entries.
After the data review is done correctly, organize it properly into categories or groups inside the CRM database, relevant to your business structure. This way, you can manage your contacts in the CRM system efficiently.
Top Benefits of Syncing Business Cards with your CRM
1. You can centralize all information about your clients in one place. Thereby, it enables them to access their contact details anytime without any hassle.
2. Through the CRM system, you can easily get a complete overview of your customer behavior, their preferences, and needs in one place. This way, you can easily manage and enhance your relationships with the customer.
3. The sales and marketing team can easily keep track of customer data and prioritize lead growth.
Final Words
As seen in the article, CRM integration for NFC business cards will prove a powerful combination to enhance your business growth and nurture long-term client relationships. It is good for companies to adopt a card scanner app, which will give your employees a professional and reliable tool for managing customer data directly through scanned business cards only.
9/3/2025
business
