Salesforce · HubSpot · Zoho · CSV & vCard export

Turn every card share and badge scan into a structured, CRM-ready lead

Stop typing business cards into Salesforce on Monday morning. Your reps meet people, share a card, scan a badge — and the lead is captured as a clean, structured contact that syncs into your pipeline.

NexaLink captures the contact at the moment of the handshake with the campaign and owning rep attached, then syncs it one-way to Salesforce, HubSpot, or Zoho with field mapping on a regular schedule. Need it sooner? Export to CSV or vCard anytime. Capture → tag → sync.

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The lead is captured. Then it dies in a phone gallery.

The conversation went great. The follow-up never happens — because the path from a handshake to your CRM is broken, manual, and slow.

Leads rot in camera rolls and notebooks

A rep collects 40 cards at a trade show. Photos pile up, business cards get bent in a lanyard pouch, and three weeks later half of them are unreadable and unattributed. The pipeline you paid $80k to fill quietly leaks out.

Manual CRM entry is late, lossy, and incomplete

By the time someone types a card into Salesforce, it's days old, the conversation context is gone, and the email got transcribed wrong. Reps skip the boring ones entirely — so the data that does land is a biased sample.

Reps hoard contacts on their own phones

When the lead lives in a rep's personal contacts instead of the company CRM, you lose it the day they leave. There's no shared record, no manager visibility, and no way to route a hot partner lead to the right team.

Leadership can't attribute pipeline to events

Finance asks which conference drove revenue and the honest answer is a shrug. Without capture-level campaign tags flowing into the CRM, event ROI is a guess defended with anecdotes.

How a handshake becomes a pipeline record

Four steps. The rep does what they were already doing — share a card or scan a badge — and the structured capture and CRM sync happen behind it.

Share or scan

A rep taps their NexaLink card via NFC, shows a QR, or scans the prospect's conference badge or paper card. No app required on the other person's phone — the card opens in their browser.

Capture the contact

A LinkedIn sign-in gate or a short form captures a verified, structured contact — name, title, company, email, phone — instead of a half-typed note. You decide which fields are required.

Tag and own

Each capture carries the campaign or event tag and the owning rep, so attribution and routing are set from the moment the contact is created — not reconstructed afterward.

Sync or export

On the next scheduled sync the contact is pushed one-way to Salesforce, HubSpot, or Zoho as a Lead or Contact with field mapping. Need it immediately? Export to CSV or vCard on demand.

Connectors are built — sync straight to your CRM

Captured contacts flow one-way into the system your reps already work in, mapped to the right object, on a regular sync — so nobody changes their process. Prefer a file? CSV and vCard export are always available.

Salesforce

Push captures one-way as Leads or Contacts with field mapping you control. Existing lead-assignment rules, queues, and Flows fire when the records land, so a captured prospect routes to the right rep the same way an inbound web lead does. Field mapping to standard objects is configured for your org during enterprise onboarding.

HubSpot

Land contacts in HubSpot so workflows, lifecycle stages, and deal creation trigger on the records the sync creates. Tag a booth lead and your nurture sequence starts once it syncs — instead of after a manual import the following week.

Zoho CRM

Sync captured contacts one-way into Zoho as Leads or Contacts with mapped fields and owner assignment, so teams standardized on Zoho get the same scheduled, structured pipeline flow as everyone else.

The sync is a one-way push from NexaLink into your CRM on a recurring schedule. For anything outside the three supported connectors, CSV and vCard export gives every team a clean way to get their captured leads out.

The NexaLink difference

Run your card and contacts from ChatGPT or Claude

NexaLink is the only digital business card and CRM with a native MCP connector. Add it once and your team can manage cards, capture contacts, and pull up lead data straight from the AI tools they already use — no separate dashboard required.

Native MCP connector

Connect NexaLink directly to ChatGPT or Claude over the Model Context Protocol. The assistant can read and act on your cards and contacts as first-class tools, so your CRM lives where your team is already working.

Work contacts in plain language

Ask your assistant to look up a contact, add a note, or list who you met at an event, and it queries NexaLink directly. The structured capture data is what makes those answers clean and reliable.

Card management from chat

Create, update, and publish cards through the connector — handy for onboarding a team or rolling out a campaign without clicking through a UI for every change.

Built on structured data

Because every capture is structured from the start — name, title, company, email, phone, plus campaign and owner — the MCP connector and your CRM sync both operate on the same clean record.

Finally, prove which event drove the pipeline

Because every capture carries a campaign and an owner from the moment it's created, attribution isn't a reconstruction project — it's already in the record.

Tag captures by event or campaign

Spin up a tag for 'SaaStr 2026' or 'EMEA Partner Summit' and every contact a rep captures there inherits it. The campaign attribution rides the contact into Salesforce, HubSpot, or Zoho on sync — and into any CSV or vCard export — so your CRM reports already know where the lead came from.

Assign an owner at capture

Each capture records the rep who collected it, so there's no ambiguity about who owns the follow-up. The owner travels with the contact into your CRM, keeping assignment clean from the handshake onward.

Attribute pipeline back to the event

Booth-level capture counts and which event sourced which contact mean leadership can answer the ROI question with data instead of a slide of anecdotes. The same campaign tags power corporate-event reporting.

Running a booth or a company-wide event program? See how NexaLink handles corporate events.

Capture verified contacts, not half-typed ones

You control how the exchange works, so the data that reaches your CRM is complete and trustworthy from the start.

LinkedIn sign-in gate

Gate the card exchange behind a LinkedIn sign-in so you capture a verified professional identity — real name, real company, real title — instead of whatever someone thumbs into a form between sessions.

Configurable capture form

Decide which fields are required: email and phone always, or add custom questions like budget, timeline, or product interest so reps capture qualification data on the spot.

Tag and assign on capture

Tags and the owning rep are applied at capture, so each contact carries its campaign and owner from the start — and that attribution rides it into your CRM on sync.

Lead data your security and privacy teams sign off on

Capturing contacts at scale means handling personal data at scale. NexaLink is built so the lead flow passes review instead of becoming a liability.

Row-level data isolation

Every tenant's contacts are isolated with row-level security. One company's captured leads are never visible to another, and access inside your org is governed by role — managers see their team, leadership sees the rollup.

Who-captured audit trail

Every capture is attributed to the rep, the event, and the timestamp, giving you a complete audit trail of who collected which contact and when — for compliance reviews and for resolving 'whose lead is this' disputes.

GDPR-compliant capture and consent

The capture flow supports consent at the point of exchange and GDPR-compliant handling of the contacts you collect, so your privacy office can approve event lead capture instead of vetoing it.

Retention through offboarding

When a rep is deprovisioned, the contacts they captured are retained per your data policy and stay in the company CRM — the leads belong to the company, not the departing employee's phone.

See our full security & compliance posture.

Why RevOps teams pick NexaLink

Plenty of digital business card apps claim a CRM sync. The difference is what arrives on the other end — a clean, structured, attributed record.

Structured capture, not free-text notes

Contacts are captured as structured records — name, title, company, email, phone — with a LinkedIn gate or form, so the data that reaches your CRM is clean and routable instead of a note someone has to retype.

Multi-CRM, not single-vendor

Salesforce for sales, HubSpot for marketing, Zoho for a regional team — NexaLink syncs one-way to all three with field mapping, and CSV and vCard export covers everyone else, so you're not forced into one CRM.

Capture and scanner in one funnel

Card shares and physical badge or paper-card scans feed the same capture, tag, and sync pipeline. Whether the lead came from a tap or a camera scan, it lands the same clean way.

Attribution built into the record

Campaign and owner ride every capture from creation, so event ROI is a report off your own data, not a quarterly reconstruction project. You measure the pipeline you sourced instead of guessing at it.

Switching from CamCard?

Paying $21–25 per user every month for CamCard Business? There's a better-value way.

CamCard Business runs about $21–25 per user per month with a 10-user minimum and no published annual discount. NexaLink captures the same saved card-image leads, adds AI follow-up and a personal CRM you can run from ChatGPT or Claude, and is transparently priced and self-serve — NexaLink Scanner Premium is $24.99 per user per year. Tell us your team size and we'll map the switch and help you import your existing contacts.

See the full CamCard comparison Talk to us about switching

On the roadmap

What we're building next

These capabilities are planned, not shipped. We list them here so you can plan around them — and so you always know exactly what is live today versus what is coming. If a roadmap item is critical to your evaluation, tell our team and we'll share timelines.

Contact enrichment

Planned: automatically appending company intelligence — size, industry, domain detail — to captured contacts. Today, captures carry the fields the contact provides plus your campaign and owner tags.

AI lead scoring

Planned: an automatic score to help reps prioritize the hottest prospects from a high-volume event. Not available yet — prioritization today is based on the tags and fields you capture.

Bi-directional sync

Planned: reading status and field changes back from your CRM into NexaLink. Today the connectors are one-way — a push from NexaLink into your CRM.

Real-time push and more connectors

Planned: faster, event-driven sync and additional CRM connectors beyond Salesforce, HubSpot, and Zoho. Today the sync runs on a scheduled batch, and CSV and vCard export covers other systems.

Frequently asked questions

Which CRMs do you sync to?▾

Salesforce, HubSpot, and Zoho CRM — connectors are built. Captured contacts sync one-way as Leads or Contacts with field mapping, so your existing assignment rules and workflows fire when the records land. The sync is a push from NexaLink into your CRM; it does not read changes back out of your CRM. Field mapping to standard objects is configured for your instance during enterprise onboarding.

What gets captured when someone receives a card or gets scanned?▾

Name, title, company, email, and phone, plus the campaign/event tag and the owning rep. You can gate the exchange behind a LinkedIn sign-in or a short form so you capture verified, complete contacts instead of half-typed ones. Because the contact is structured from the start, it lands in your CRM ready to route — not as a free-text note someone has to clean up later.

How does the sync work, and how often does it run?▾

Captured contacts are pushed to your CRM on a regular, scheduled sync — it runs on a recurring batch, not instantly on capture. When a sync runs, new captures are mapped to your CRM fields and created as Leads or Contacts with the campaign and owner tags attached, so your assignment rules and follow-up automations fire on the records that arrive. If you need a contact out immediately, you can also export it to CSV or vCard at any time.

Can we export contacts without a CRM connector?▾

Yes. Every captured contact can be exported to CSV or vCard at any time, so teams without one of the supported CRMs — or anyone who wants a quick local copy — can pull their leads out directly. The export carries the structured fields and the campaign and owner tags, so the data is clean wherever it lands.

Can we measure event and campaign ROI?▾

Yes. Captures carry campaign and owner attribution, so you can see which event, booth, or rep generated which contacts. Those tags ride the contact into your CRM on sync and into any CSV or vCard export, so you can attribute pipeline back to the event that sourced it instead of reconstructing it later.

Make your next event fill the pipeline

Structured lead capture, one-way sync to Salesforce, HubSpot, and Zoho with field mapping, CSV and vCard export, and campaign attribution. Book a demo and we'll scope your CRM, field mapping, and sync schedule against your stack.

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Explore the rest of the platform: Enterprise overview · Team networking analytics · Corporate events · Security