How to Integrate Your Digital Card with a CRM
Automate contact capture from every card share
When your digital card and CRM work together, every new connection is automatically captured, tagged, and ready for follow-up. NexaLink integrates with popular CRMs so you never have to manually transfer contact data again.
Before You Start
- NexaLink account with digital card
- CRM account with API access
- Admin permissions on both platforms
Step-by-Step Guide
Navigate to Integrations
Open NexaLink and go to Settings, then Integrations to see all supported CRM platforms.
Connect Your CRM Account
Select your CRM and authenticate using OAuth or an API key to establish the connection.
Map Card Fields to CRM Fields
Define how NexaLink card viewer data maps to your CRM contact fields. Match name, email, company, and custom fields.
Configure Auto-Capture Rules
Set rules for when a new CRM contact should be created. Options include every card view, only when the viewer saves your card, or manual approval.
Set Up Follow-Up Workflows
Create automated workflows in your CRM that trigger when a new contact is captured from your digital card.
Test the Integration End to End
Share your card with a test email, verify the contact appears in your CRM, and confirm the workflow triggers correctly.
Why This Matters
AI Follow-up Suggestions
Get smart reminders on who to contact and when.
Relationship Scoring
See which connections need attention at a glance.
Context Recall
Never forget where you met someone or what you discussed.
Network Analytics
Weekly insights on your network health.
Pro Tips
Expert advice to get the most out of this workflow
Related Features
Smart follow-up suggestions
Track connection strength
Remember every conversation
Track where you met contacts
Network health reports
Auto-fill contact details
Frequently Asked Questions
How does relationship scoring work?
Our AI analyzes interaction frequency and engagement to score each relationship.
Will it remind me to follow up?
Yes! Smart suggestions based on relationship score and time since last contact.
Does it sync with other NexaLink apps?
Yes! Scanner and Digital Card contacts sync automatically.
Ready to Try It?
Follow this guide and integrate digital card with crm in just 15 minutes.
