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.
Map contact fields from Uniqode to HubSpot
When you connect HubSpot to Uniqode, the contacts you capture are synced to HubSpot as contacts. Field mapping lets you decide where each piece of Uniqode contact data lands in HubSpot. You can map basic contact details, capture metadata, and professional data to the HubSpot properties your team already uses. You can also choose what happens when a HubSpot contact already has a value in that property.
Fields you can map
Uniqode field | HubSpot field |
First name | First Name |
Last name | Last Name |
Additional emails | No field selected |
Phone | Phone Number |
Additional phones | No field selected |
LinkedIn URL | LinkedIn URL |
Twitter URL | No field selected |
Event | No field selected |
Profile summary | Chat Assistant:Summary |
Message from Contact | Membership Notes |
Labels | No field selected |
Notes | Uq notes |
Capture URL | No field selected |
Capture method | No field selected |
Card name | UQ Card Name |
Creation source | No field selected |
Company | Company Name |
Job title | Job Title |
Company LinkedIn | No field selected |
Company website | Website URL |
Company location | No field selected |
Company size | Company size |
Company industry | Industry |
Seniority level | Seniority |
Choose an overwrite logic
Overwrite logic decides what happens when the mapped HubSpot property already has a value. Click the ? icon next to Overwrite Logic at any time to see these options in the dashboard.
Add if missing: Adds the Uniqode value only when the HubSpot property is empty. Existing values stay unchanged.
Overwrite: Replaces the existing HubSpot value with the Uniqode value.
Append: Adds the value if the property is empty. If a value already exists, the Uniqode value is added after it, separated by a semicolon (;).
Note: You can only choose an overwrite logic after you've selected a HubSpot property for that row. The dropdown stays disabled while the row shows No field selected.
Don't see the HubSpot property you need?
Create a custom contact property in HubSpot first. Then come back to the Contact Fields section, and the new property will show up in the HubSpot Field dropdown for mapping.
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 number under Synced, or Failed status under Lead Sync Summary to view the table with all leads filtered by that status.
Note: Leads are synced in real time. As soon as a lead is collected on a card, it is instantly synced to HubSpot.
Retry Sync
For leads that failed to sync, you can select them individually or all at once by filtering them using their sync status and click on Sync Again to initiate the process.
Note: Leads collected before you connected HubSpot are not synced automatically.
Leads collected on your cards before you connected HubSpot can be synced manually:
Go to the HubSpot integration page on your Uniqode dashboard
Under Lead Sync Summary, click on the number to go to Contact Details
Filter using the Pending sync status
Select the leads individually or all at once
Click on Sync Again
Tips for best results
Match data types
Map text fields to string properties and dates to datetime properties so values sync cleanly.
Use Append for running notes
Fields like Notes work well with Append, so new information is added to existing HubSpot history instead of replacing it.
Use Overwrite for data that changes
Fields like Job title go out of date. Overwrite keeps HubSpot showing the latest value your team captured.