- CRM sync is setup
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:
- Search for the account first in the CRM.
- If exactly one account found then associate it with the contact.
- If no account found then create a new account and then associate it with the contact.
- 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.