SalesAI lets you quickly acquire new contacts directly from your smartphone, by digitizing paper business cards and event or trade show badges.
Once the scan is complete, TAC automatically creates a new contact with the key information, ready to be enriched, qualified, and synced with the CRM.
What the CRM Integration Is For
Automatic synchronization allows you to:
Eliminate manual contact entry
Centralize all collected information
Keep marketing and sales teams aligned
Reduce the risk of errors or duplicates
Speed up the follow-up process
Synced Information
When a contact is sent to the CRM, TAC can transfer:
First and last name
Company and role
Phone number and email
AI-enriched data
Voice notes and transcriptions
Answers to qualification questions
Tasks and next steps
Source campaign or event
Sync Methods
Via Lists
Create a list in TAC and associate it with the CRM. Every contact added to the list will be synced automatically.
Via Campaigns
Associate an event campaign with a CRM integration. All contacts acquired within the campaign will be synced automatically.
Integration Setup
Initial configuration is handled by the system administrator. To enable or modify the integration, contact your administrator.
Practical Example
During a trade show:
You acquire the contact.
You enrich the profile with AI.
You complete the qualification.
You add the lead to a list connected to the CRM.
The contact is automatically synced to HubSpot or Salesforce.