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Welcome, fellow business professionals! As we all know, networking is a crucial aspect of any successful business. You attend conferences, seminars, and meetings, where you meet new people, exchange business cards, and build relationships. But what happens when you come back to the office with a handful of business cards? Are you struggling to keep track of them all? If so, you’ll be glad to know that there is a solution. In this article, we will guide you through the process of syncing Evernote Business Cards with Hubspot CRM, giving you the tools you need to streamline your networking efficiency.
The Importance of Business Cards in Networking
Business cards have been an essential part of networking for years. They provide a tangible way to exchange contact information with people you meet in the business world. However, as businesses are becoming more global and digital, traditional methods of networking are evolving. Nowadays, it is not enough to merely exchange business cards. You need to ensure that the information is stored in a centralized location, where you can access and analyze it. This is where Evernote Business Cards and Hubspot CRM come in handy.
What is Evernote Business Cards?
Evernote Business Cards is a feature designed to scan and save business cards in the Evernote app. With this feature, you no longer have to type in contact information manually. Instead, you can use your phone camera to scan the business card, and Evernote will do the rest. The app will automatically recognize the contact information and save it as a note, including the name, phone number, email address, and job title.
What is Hubspot CRM?
Hubspot CRM is a cloud-based platform designed to help businesses manage their customer relationships. It provides tools for sales, marketing, and customer service, to help businesses stay organized and efficient. Hubspot CRM offers various features, including contact management, email tracking, and pipeline management.
How to Sync Evernote Business Cards with Hubspot CRM
Step 1: Connect Evernote to Hubspot
The first step is to connect Evernote to Hubspot. To do this, follow these simple steps:
| Step | Instructions |
|---|---|
| Step 1 | Open Evernote and click on your profile picture. |
| Step 2 | Click on ‘Settings’. |
| Step 3 | Scroll down to ‘Integrations’ and click on ‘Connect to Hubspot’. |
Step 2: Scan Business Cards
Now that you have connected Evernote to Hubspot, the next step is to start scanning business cards. To scan a business card, follow these steps:
| Step | Instructions |
|---|---|
| Step 1 | Open the Evernote app on your phone. |
| Step 2 | Go to the camera feature and select ‘Business Card’. |
| Step 3 | Take a picture of the business card. |
| Step 4 | Evernote will automatically recognize the contact information and save it as a note in your Evernote account. |
Step 3: Sync with Hubspot CRM
The final step is to sync your Evernote Business Cards with your Hubspot CRM. To do this, follow these steps:
| Step | Instructions |
|---|---|
| Step 1 | Open the Evernote app on your phone. |
| Step 2 | Find the business card note you want to sync with Hubspot. |
| Step 3 | Click on the three dots in the top right-hand corner of the note. |
| Step 4 | Click on ‘Share’ and then ‘Hubspot’. |
| Step 5 | Select the contact or company you want to link the business card note to. |
The Advantages and Disadvantages of Syncing Evernote Business Cards with Hubspot CRM
Advantages:
1. Save Time: Syncing Evernote Business Cards with Hubspot CRM can save you a lot of time. You no longer have to type in contact information manually, which can be time-consuming and prone to errors. Instead, you can scan the business card and let Evernote do the rest.
2. Centralized Storage: All your business card information is stored in one centralized location, making it easy to access and analyze.
3. Increased Efficiency: Syncing Evernote Business Cards with Hubspot CRM can increase your efficiency. You can quickly and easily add new contacts to your customer relationship management system, without the need for manual data entry.
Disadvantages:
1. Not Perfect: While Evernote Business Cards is a great feature, it is not perfect. Sometimes the app may not recognize the contact information correctly, leading to errors in your data.
2. Requires Internet Connection: To sync Evernote Business Cards with Hubspot CRM, you need an internet connection. If you are in an area with a poor connection, this may hinder your ability to add new contacts to your CRM system.
3. Limited Functionality: Evernote Business Cards is limited in terms of functionality. While it is great for scanning business cards, it does not offer the same level of features as a dedicated CRM system.
FAQs about Syncing Evernote Business Cards with Hubspot CRM
1. Can I sync Evernote Business Cards with other CRM systems?
Yes, you can. Evernote Business Cards can sync with various CRM systems, including Salesforce and Zoho.
2. How accurate is Evernote Business Cards?
Evernote Business Cards is relatively accurate, but it is not perfect. Sometimes, the app may not recognize the contact information correctly, leading to errors in your data.
3. Can I scan multiple business cards at once with Evernote Business Cards?
No, you cannot scan multiple business cards at once. You need to scan each one individually.
4. Can I edit the information scanned by Evernote Business Cards?
Yes, you can edit the information scanned by Evernote Business Cards. Simply open the note and make the necessary changes.
5. Does Evernote Business Cards work with both Android and iOS devices?
Yes, Evernote Business Cards works with both Android and iOS devices.
6. Is there a limit to the number of business cards I can scan with Evernote Business Cards?
No, there is no limit to the number of business cards you can scan with Evernote Business Cards.
7. Can I export my Evernote Business Cards to a spreadsheet?
Yes, you can export your Evernote Business Cards to a spreadsheet. Simply select the notes you want to export, click on ‘File,’ and then ‘Export.’
8. Can I use Evernote Business Cards without a Hubspot CRM account?
Yes, you can use Evernote Business Cards without a Hubspot CRM account. However, syncing Evernote Business Cards with a CRM system is recommended as it centralizes all your customer data.
9. Is syncing Evernote Business Cards with Hubspot CRM secure?
Yes, syncing Evernote Business Cards with Hubspot CRM is secure. Both Evernote and Hubspot use industry-standard encryption to protect your data.
10. Does Evernote Business Cards scan business cards in different languages?
Yes, Evernote Business Cards can scan business cards in different languages. However, the accuracy may vary depending on the language.
11. Can I use Evernote Business Cards with Evernote Business?
Yes, you can use Evernote Business Cards with Evernote Business.
12. Is Evernote Business Cards available on Evernote Basic?
No, Evernote Business Cards is not available on Evernote Basic. It is only available on Evernote Premium and Evernote Business.
13. Does Evernote Business Cards scan both sides of a business card?
No, Evernote Business Cards only scans one side of a business card.
Conclusion
Now that you know how to sync Evernote Business Cards with Hubspot CRM, we encourage you to give it a try. Syncing these powerful tools can streamline your networking efficiency, save you time, and increase your productivity. However, as with any technology, there are advantages and disadvantages. We have outlined them in this article to help you make an informed decision. If you have any questions or feedback, don’t hesitate to reach out to us. We wish you all the best in your networking endeavors!
Closing Disclaimer
The information contained in this article is for general informational purposes only. While we endeavor to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the article or the information, products, services, or related graphics contained in the article for any purpose. Any reliance you place on such information is therefore strictly at your own risk.
