CRM integrations

Scan business cards straight into your CRM.

Leads from your website and ads reach your CRM on their own. The people you meet at events, meetings and dinners don't: they stay on a card in a pocket. uKeep's business card scanner sends them over, with a note on where you met, so the follow-up starts where the conversation ended.

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The gap

The leads your CRM never sees

Online leads

Ads, website forms, social campaigns

They arrive digitally, and your CRM already takes them in on its own.

Already in your CRM

In-person leads

Events, meetings, dinners, site visits

They arrive on a card and in your memory, and most never reach your CRM. Often the people you most want to follow up with.

This is where uKeep comes in

Connect uKeep

Salesforce

Every card you scan becomes a Lead, with your note on where you met. No duplicates.

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HubSpot

Every card you scan becomes a contact, with your note on its timeline. No duplicates.

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Zoho CRM

Every card your team scans becomes a Lead in Zoho CRM, with the note on where you met.

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Dynamics 365

Every card your team scans becomes a Lead in Dynamics 365 Sales, with the note on where you met.

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Using another CRM?

Tell us which one at hello@ukeep.me. The CRMs our users ask for are the ones we build next.

Why it matters

Why send cards from uKeep

The context goes with the card

Your note on where you met and what you talked about travels with the contact, so the follow-up starts where the conversation ended.

Events, meetings, dinners

Wherever you meet someone, scan and send before the next conversation. No stack of cards to type in on Monday.

Your CRM stays clean

Someone already in your CRM gets your note added to their record instead of a duplicate.

See it with your own CRM.

Book a short demo and we'll show your team a card going from a scan to your CRM. uKeep for teams

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