Business Card Transcriber

You can now add a contact to Infusionsoft just by snapping a picture of their business card. From the Add Contact screen, there is now a camera button which takes you to a guided flow to Snap a business card. Once the card has finished processing, you will receive a notification to review the information and add the new contact.

Please Note

  • Each user in your Infusionsoft account can upload up to 250 contacts per 30 days. The 30 day count starts when the first snap taken. 
  • Contacts that are added will not have a "contact owner" set automatically.
  • You can view contacts that were added via the transcriber, by searching for all contacts with the lead source, "Infusionsoft Mobile App"
    • CRM > Contacts
    • New Search
    • Misc Criteria
    • Search for the Lead Source, "Infusionsoft Mobile App"

  1. Click the + button to begin


     
  2. Click the Camera button


     
  3. Focus the camera on the business card, and take the picture
     
  4. Review card quality and tap Use
     
  5. Await processing of card - This process will take 15 minutes to 2 hours
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