Zapier: creating a new person in Pipedrive from a business card in Contacts+
You can save your Contacts+ business card data to Pipedrive using Zapier.
To create a Zap to connect your Pipedrive and Contacts+ accounts, you’ll need:
To get started with Contacts+ (creating tags, uploading business cards, etc.) check out their support documentation.
Zapier provides a template you can use to create people from Contacts+ business cards.
Click ”Try this template“ and you’ll be taken to the Zap editor, where you can customize your automation.
You’ll be asked to “Sign in“ to your Contacts+ and Pipedrive accounts to connect your Zap.
After you’ve customized and tested each part of your Zap, click ”Publish“ to save your Zap.