Business Card Data to monday.com CRM

[ilia510 (Ilia Zelenkin)]

Hey there!

We’ve recently had a great use case where business card data extraction was added to monday .com CRM to help a company better manage events.

The idea was that once the team is at the event, they could use a monday form to submit a photo of a business card directly to the CRM. The setup took a few minutes, and now they can easily get prospect contact data to their CRM.

Here are a few demos of what you can do from just a single business card and monday CRM:

1. Build a leads dashboard:
   Bitskout v2 - Create Leads Dashboard from Business Cards with Make, Monday.com and openAI - YouTube

2. Receive discussion topics based on the prospect information:
   Business Cards Dashboard part 2 - Detecting the prospect industry, sending a voice message with tips - YouTube

3. Build Standard Operating Procedures for your events:
   Building Sales Standards in your organisation via Automations - Business cards p.3 - YouTube

[idodekov (Iliyan Dodekov (Deview Studios))]

Hey Ilia, I’m happy to share that there’s now a marketplace app Business Card Scanner that achieves the above functionality out of the box.

Business Card Scanner for monday.com - Demo