Snap a Business Card and Have It in Your CRM Before You Leave the Room
Business cards pile up and die in a drawer. Photograph a card, and AI extracts the name, company and email straight into your CRM with a follow-up task.
- 1
Send the Photo
Add a
Telegram Triggernode on a private bot where you send card photos. - 2
Extract the Details
Add an
OpenAIvision node reading name, company, title, email and phone from the image. - 3
Create the Contact
Add a
HubSpotnode creating the contact with sourceevent card. - 4
Add a Follow-Up Task
Add a
HubSpotnode creating a follow-up task for two days later. - 5
Activate and Test
Activate the workflow and send a test card photo. Confirm the contact and task appear.
Frequently asked questions
What if the card is unusual?
AI vision handles most layouts; anything uncertain is flagged for a quick check rather than saved wrong.
Can I add a note?
Send a caption with the photo — 'met at booth, wants pricing' — and it lands on the contact.
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