Adding leads from business cards to Salesforce/Pardot with your iPhone has never been so easy!
- Our proprietary OCR enables immediate yet accurate digitization of cards into leads or contacts of Salesforce, with unrivaled accuracy.
- Scan up to 4 cards at a time, and tap upload. It’s as simple as that. All the scanned contacts are instantly uploaded to a review page in Salesforce or Salesforce 1 app, where you can make any necessary additions or adjustments, and then allocate the leads accordingly.
- Unlike when inputting manually or via other means, with our transcription process you get consistent and accurate results. The contacts you scan are also viewable in the app, and you can even export them to your phone’s contact list.
- You can associate Leads with Campaigns and sync them with Pardot. Then you can automate email follow-up on all your event leads.
Best of all? It’s completely free, with no use limits or hidden charges!
“Scan to Salesforce/Pardot is simply the ultimate tool for importing contacts from business cards into Salesforce.”
****In order to use this app, your Salesforce administrator must first install the free Scan to Salesforce/Pardot app from AppExchange.****
Scan to Salesforce/Pardot is compatible with Professional, Enterprise, Unlimited, Developer, and Essentials editions, and is Lightning Experience ready.
Made minor bug fix
Ratings and ReviewsSee All
Better scanner than most
Suggested address feature was pretty accurate. You can toggle it on or off.
Able to scan up to 4
Creates a staging section before actually saving
The camera takes a little bit of time to recognize the business card
The camera trigger takes getting used to. You have to keep still after you click it until it actually takes the image
Overall, I would recommend
Works greats and Sales Reps love it
Easy to setup and for reps to adopt! It scans very well and has awesome features like auto-fill missing fields (like zip code) and can correct scanned content to lower case.
Developer Response ,
Thank you for your review. We’re glad you like our app. We’ll keep working to make the app more useful for you. If you have any questions, please feel free to contact us at anytime. Thank you!!
- Sansan Support Team
Looks amazing and I can’t wait to use it. Can scan multiple cards at once. Functionality is smooth and intuitive. Downloaded, installed, scanned... and then got a 403: forbidden error message that I can’t resolve.
Developer Response ,
Thank you for your review. If your issue hasn't been solved yet, please reach out to firstname.lastname@example.org so that we can work on it.
Sansan Support Team.
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Usage Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
With Family Sharing set up, up to six family members can use this app.