When you share your digital business cards, you can collect your peers’ contact information, which is conveniently listed in the Contact Manager menu. To take the next step in nurturing leads, you can now easily export these contacts to your CRM software.
With Uniqode Cards’ integration with HubSpot, syncing your contacts is now effortless and seamless, helping you stay organized and focus on building connections.
Prerequisites
Uniqode Business+ plan with administrator privileges
HubSpot account with administrator privileges
Integrate HubSpot CRM with your Uniqode Cards account
Initiate Installation
Sign in to your Uniqode Cards account
Go to Integrations in the left menu
Click on the HubSpot card in the Integrations page
Click on Connect
Grant Permission to Uniqode App
Once you click on Connect, you will be redirected to the HubSpot app for permissions.
Select your organization's account and click on Choose Account
Go through the permission requirements and click on Connect app
Wait for HubSpot to redirect to Uniqode Cards dashboard
Once the permission is granted, you will land on the HubSpot integration page on the Uniqode dashboard with an overview of the sync status of your contacts.
Synced Contacts on HubSpot
Leads collected from your organization's cards will appear in your HubSpot app. For each lead, if the card owner is a HubSpot user, their email will show under the CONTACT OWNER column. If not, the Contact Owner will be listed as 'No Owner'.
Contact Sync Status on Uniqode
Click on the leads under Synced or Failed status under Lead Sync Summary to view the table with all leads filtered by status.
Note: Leads collected are auto-synced every 15 minutes.
Retry Sync
For leads that failed to sync, you can select them individually or all at once and click on Sync Again to initiate the process again.
Note: Leads collected on your card before connecting your account with HubSpot will not be synced.