A card that only shows your details is half the job. The real value is when you also get the other person details and they land in your database. Here is how to set that up.
Anyone who opens your card is a warm opportunity. If you do not save that opportunity, it disappears the moment the other person locks their phone. Contact capture means every encounter becomes a record with a name, email, and company, ready for follow up.
On the card you enable a Leave your contact form. The visitor types a name, email, and message, and you receive a lead in the admin and by email. You choose the fields yourself, from minimal to more detailed.
Fewer fields, more completed forms. A name and email are often enough for a first step.
Instead of only you giving your details, a Swap contacts button asks the other person to leave theirs too. You both walk away with a contact, like swapping paper cards, only without the paper.
Two-way exchange is available from the 5 Sites plan upward.
For fairs there is a fast capture mode: one visitor after another fills a short form on your phone or tablet, and all leads stack in one place. Ideal for a busy booth.
Event mode and custom forms are available from the Unlimited plan.
Still getting paper cards? Photograph them and the AI scanner reads the name, company, phone, and email, then saves them as a contact. No manual retyping from a stack of cards after a fair.
The scanner uses your own OpenAI key and works on every plan. The cost is a few cents per card.
You export all captured contacts to a CSV file with one click, for import into a sheet or a CRM. For a permanent link, a webhook sends every new lead straight to your CRM through a tool such as Zapier.
Automatic sending to a CRM via webhooks is available from the Unlimited plan. See the integrations guide for the details.
A company keeps the event form on a tablet. In two days they gather hundreds of leads tagged with the fair, export a CSV, and load it into a CRM, without a single manually retyped card.
At every meeting the rep uses the swap contacts button. The lead goes to the CRM immediately via a webhook, so the marketing team can continue the conversation that same evening.
A consultant returns with twenty paper cards. Instead of an hour of typing, they photograph them with the AI scanner in a few minutes and all contacts are in the database.
No. The form opens in the browser on the card itself.
On your own site, because the plug-in is self-hosted. You own the data.
Yes. The form supports consent and a privacy notice. More in the privacy guide.