Prerequisite

  • CRM sync is setup


Process


Association of a scanned contact to a CRM account is a multi-step complex process. On a very high level this is what happens on every new business card scan:

  1. Search for the account first in the CRM. 
  2. If exactly one account found then associate it with the contact.
  3. If no account found then create a new account and then associate it with the contact.
  4. If more than one account matches then do not associate and indicate end user to manually associate via app. This is described in more details here.