Scan a Business Card
From a card in your hand to a contact that is already being followed up.
Before You Begin
- Zyntro Mobile installed and signed in on your phone
- Permission to use the camera, which your phone will ask for the first time
Business cards have a well-known failure mode: they go in a pocket, and a fortnight later you have a card and no memory of the conversation that came with it.
The scanner exists to close that gap while you still remember. Photograph the card, check what Zyntro read off it, say a sentence about how you met, and save. What you get is not just a contact record — it is a contact with the context attached and, if you want, a first email already sent.
It takes well under a minute, and it is worth doing before you leave the building rather than when you get back to your desk.
Steps
Open the scanner
On Home, tap Scan Card under Quick Actions. You can also reach it from Scan in the bottom bar.
The first time, your phone will ask for permission to use the camera.
Capture the front of the card
Under Card Front, tap Camera to take a photo, or Gallery to pick one you have already taken.
The front is the only required image. The screen will not let you continue without it, and tells you so underneath the button.
Add the back, and anything else that helps
Card Back is optional, and worth adding whenever there is anything on it — plenty of cards put the mobile number, a second office or a QR code on the reverse.
Supporting Images takes up to three more photographs. This is for context the card itself does not carry: a conference badge, a stand number, a page of a brochure they handed you. They are read alongside the card.
Scan and extract
Tap Scan & Extract. Zyntro shows an Analyzing Card overlay while it works.
It reads the card and returns the contact's First Name, Last Name, Role / Title, Email and Phone, plus a Company section with the organisation's name and website where the card carries them.
Check what it read
The Review Extracted Data screen is editable. Work down it and correct anything that is wrong — this is far quicker than fixing it later, and it is the only moment you have the physical card in your hand to check against.
Pay particular attention to the email and the phone number. Zyntro checks both as you go, and a transposed digit in a phone number is the kind of error that is invisible until a call fails.
If the card carries two websites, Zyntro picks one as primary and tells you which it chose, so you can change it if it guessed wrong.
Say how you got the card
How did you get this card? is required. The helper text asks you to describe when and where you encountered this person — met at the real estate conference last Thursday, received from my colleague Sarah, picked up at their office.
It is required deliberately. Adding someone to your CRM and emailing them means being able to say where they came from, and a line written at the time is worth more than a reconstruction months later.
Add your notes
Additional Notes is also required: your observations, what they need, what you discussed, and what should happen next.
This is the field that earns the whole exercise. The card gives you a name and a number; this gives you the conversation. It is also what Zyntro draws on when it writes to them, so a note saying looking to move three offices onto one system by March produces a far better first email than an empty box would.
Use the microphone on your phone's keyboard rather than typing. Standing outside a venue, dictating two sentences is quicker than thumbing them in, and you will write more.
Set up the follow-up
Open Automation. Four things live here, and all are optional:
- Add to List — put them straight onto a list.
- Send First Touch Email — switching it on reveals the template and a choice of sending Now or Scheduled.
- Send First Touch SMS — the same, by text.
- Enrich Contact — fills in what the card does not carry.
A first touch sent the same day, referring to what you actually discussed, is the whole point of capturing the notes properly a moment ago.
Set the contact status and Auto-Engage
Open Settings. Contact Status sets where they land in your CRM, and Auto-Engage decides whether Zyntro keeps the conversation going on its own afterwards rather than stopping at the first message.
Then tap Save Contact.
Result
The contact is saved with everything from the card, your note about the meeting, and whatever automation you switched on.
Their page opens with Note, Email, SMS, Call and Meet actions across the top, and the captured details underneath. If you set a first touch to send now, it is already on its way.
From here they behave like any other contact: they appear in your contact list, their history builds as you talk to them, and anything you record about them feeds what Zyntro writes next.
Tip: Scan before you leave. The two required fields are easy while the conversation is fresh and genuinely hard a week later — which is the entire reason they are required. A card scanned in the taxi is worth several scanned at your desk on Friday.
Info: A card with a company on it creates an organisation, unless your CRM is in B2C mode. The Company section on the review screen becomes an entity linked to the contact. Pick an existing organisation where the scanner offers one rather than letting a second copy be created under a slightly different spelling.
