Zapier: creating a new person in Pipedrive from a business card in Contacts+
If you want to add your newly scanned Contact+ business cards to your Pipedrive as a contact, you can do that using Zapier.
You will need
Getting your accounts ready
To connect your Contact+ account to Zapier, you will need a Contact+ account. To learn more about getting started with Contact+ on Zapier, go here.
To link your Contact+ account to Pipedrive, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, check here. You can find out about getting started with Pipedrive on Zapier here.
Connecting your accounts
You can find the full list of integrations between Pipedrive and Contact+ here.
Choose your Contact+ account from the list of accounts, or connect a new account.
To connect a new Contact+ account, enter your Access Token in the appropriate field when prompted in the pop-up window.
Choose your Pipedrive account from the list of accounts, or connect a new account.
To connect a new Pipedrive account you will need to plug in your personal API token, found by going to Settings > Personal preference > API in your Pipedrive account.
The Zap will have default fields chosen for the Name field. If you wish to change this, you can do so from this screen. You can also choose to create a deal, lead, or organization rather than a person in PIpedrive.
Click "Save + Finish".
Now, test the Zap to make sure it works. Once you're satisfied with the results, newly scanned business cards in Contact+ will be added to Pipedrive as a new person.
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