App Tutorial

Import Business Cards to Pipedrive: A Step-by-Step Guide

author
Jason Gong
App automation expert
Apps used
Pipedrive
LAST UPDATED
March 25, 2024
TL;DR

To import business cards into Pipedrive, use the Business Card Reader app from the Pipedrive Marketplace. This app enables you to quickly transfer business card data to your CRM. Additionally, you can import contacts via spreadsheet files in XLS, XLSX, or CSV formats, ensuring data is properly formatted and mandatory fields are included.

Automate your CRM processes with Bardeen to save time and maintain up-to-date contact information. Learn more about automating with Bardeen.

Pipedrive Scan Business Cards

To get business cards into Pipedrive, you can utilize the Business Card Reader app available in the Pipedrive Marketplace. This app allows you to transfer data from business cards directly to your CRM with just two taps. Simply take a photo of the business card, and all the information will be imported into Pipedrive. Additionally, this solution enables you to create a comprehensive set of data about your potential client, including custom fields for personal and company information.

Automate the process of getting business cards into Pipedrive with Bardeen. Convert physical business cards into digital contacts within seconds. Download the Bardeen app to start.

Import Contacts Pipedrive

Importing contacts into Pipedrive can be done through spreadsheet files. Pipedrive supports importing data from XLS, XLSX, and CSV files, allowing you to add various items such as leads, deals, organizations, people, products, notes, and activities all at once. Before importing, ensure your spreadsheet is properly formatted, removing formulas and special symbols, and adhering to the file size limit of 50MB or 50,000 rows. Mandatory fields for each item type must be included in your spreadsheet and mapped correctly to the corresponding fields in Pipedrive during the import process.

Pipedrive CRM Integration

Pipedrive offers over 400 out-of-the-box CRM integrations through its Marketplace, connecting with various customer support, lead generation, and marketing tools. These integrations streamline business processes and improve customer experience by automating sales tasks, adapting sales workflows, and syncing with all your favorite tools. Pipedrive's open API also allows for building custom integrations, enhancing CRM functionality, and sharing data between your Pipedrive account and other applications, thereby automating your sales processes.

Explore top Pipedrive automations and discover how to streamline your sales processes. Also, check out how LinkedIn + Pipedrive and OpenAI + Pipedrive automations can optimize your workflow.

Automate Your Pipedrive with Bardeen: From Cards to Contacts

Getting business cards into Pipedrive is a crucial step for streamlining your networking and sales processes. While manual entry is an option, automating this process can significantly increase efficiency and accuracy. Automation tools like Bardeen offer powerful capabilities to make this transition seamless, turning physical business cards into digital contacts within seconds.

Here are some examples of how Bardeen can automate your Pipedrive workflows:

  1. Copy LinkedIn profile data to Pipedrive contacts: This playbook converts LinkedIn profile data into Pipedrive contacts, making it easier to follow up on new connections made on LinkedIn.
  2. Copy LinkedIn company data to Pipedrive: For B2B networking, this automation captures company details from LinkedIn and stores them in Pipedrive as organizations, enriching your CRM with valuable business information.
  3. Get social profiles of a Pipedrive contact: Enhance your contact data by automatically finding and linking social media profiles to your Pipedrive contacts, providing a fuller picture of your network.

By leveraging these automations, you can save time and ensure your Pipedrive CRM is always up-to-date with the latest contact information. Start automating today by downloading the Bardeen app.

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