Effortlessly Convert Business Cards to CRM Contacts with Pabbly Connect

Learn how to use Pabbly Connect to automate the conversion of business cards into CRM contacts using Google Drive and AI Agent Automation. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the conversion of business cards to CRM contacts, first, access Pabbly Connect by navigating to its homepage. You can sign up for a free account or log in if you’re an existing user. This platform is essential for connecting your applications seamlessly.

Once logged in, you will see the dashboard where you can create workflows. Click on the ‘Create Workflow’ button to initiate the setup process for your business card automation.

2. Creating Your Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Name your workflow something descriptive, like ‘Effortlessly Convert Business Cards to CRM Contacts with AI Agent Automation.’ This helps in identifying the workflow later.

• Click on the ‘Create Workflow’ button.
• Enter your workflow name and select a folder to save it.
• Click ‘Save’ to create the workflow.

This setup will allow you to automate the process of extracting contact details from business cards uploaded to Google Drive.

3. Setting Up Google Drive Trigger in Pabbly Connect

Next, you will configure the trigger for your workflow using Pabbly Connect. Select Google Drive as the trigger application since the workflow will activate whenever a new business card is uploaded.

Choose the event as ‘New File in Specific Folder’. This means that the automation will trigger when a new file is added to the designated folder in Google Drive. Click the ‘Connect’ button to link your Google Drive account with Pabbly Connect.

• Select the Google Drive account you want to connect.
• Choose the specific folder where business cards will be uploaded.
• Test the connection to ensure it works properly.

This step is crucial as it allows Pabbly Connect to monitor the folder for any new business card uploads.

4. Extracting Data from Business Cards Using OpenAI

Once the trigger is set, the next step is to extract the contact details from the uploaded business card using OpenAI. In your workflow, add an action step and select OpenAI as the application.

For the action event, choose ‘Extract Content from PDF or Image’. Click on the ‘Connect’ button to link your OpenAI account with Pabbly Connect. You will need to provide your OpenAI API key to establish this connection.

Select the PDF URL mapped from the Google Drive trigger. Enter your prompt to specify the data you want to extract (e.g., first name, last name, email). Use structured output to get the extracted details in a clear format.

This action allows Pabbly Connect to utilize OpenAI’s capabilities to read the business card and extract essential information.

5. Creating CRM Contacts in Salesforce

The final step involves creating a new contact in your CRM, such as Salesforce, using the extracted data. Add another action step in your workflow and select Salesforce as the application.

Choose the action event ‘Create Contact’. Connect your Salesforce account to Pabbly Connect and map the extracted fields (first name, last name, email, etc.) to the corresponding Salesforce fields.

Map the first name, last name, email, and phone number from the OpenAI response. Click on ‘Save and Send Test Request’ to create the contact. Check Salesforce to confirm that the contact has been created successfully.

This finalizes the automation process, allowing you to effortlessly convert business cards into CRM contacts using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the conversion of business cards into CRM contacts. By integrating Google Drive, OpenAI, and Salesforce, you can streamline your workflow and save valuable time.

With these steps, you can focus more on building relationships rather than manual data entry. Implementing this automation not only enhances accuracy but also helps in faster follow-ups with potential clients.