ScanBuddy.ai is super simple to setup and use for FreshSales CRM. Follow the below instructions:
1. Click below link based on your OS type to download the app:
2. Launch the app and it is ready to use as a standalone app. (Just hit the plus button to scan a business card)
3. If you are an enterprise user using FreshSales as your CRM then go to settings and setup your host, api key and email address as shown below.
The host can be found using your FreshSales account. Just look into the browser and it will in the format https://yourcompany.freshsales.io
The API key can be found by following this article.
4. Click validate to ensure your setup is correct and then make sure to hit save.