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Integrations / Zoho CRM

Business cards and badges in Zoho CRM, without typing.

Connect Zoho CRM once in the Swopi dashboard. Then scan a business card, an event badge or a QR code with the Swopi app on iPhone or Android. Swopi AI adds verified email, phone and company data, and the record appears in Zoho CRM in seconds, in standard fields, with the event name attached.

Setup

How to connect Zoho CRM

  1. Step 1

    Connect Zoho CRM

    In the Swopi dashboard, open Integrations and sign in with your Zoho account.

  2. Step 2

    Switch on automatic sync

    Choose where new leads go in Zoho CRM and turn on automatic sync.

  3. Step 3

    Scan cards, badges and QR codes

    Use the Swopi app to scan paper cards in any language, event badges and QR codes like LinkedIn or vCard.

  4. Step 4

    Let Swopi AI add the details

    Swopi AI adds verified business email, direct phone, job title and company data, checked against 20+ data providers and official business registries.

  5. Step 5

    Find the lead in Zoho CRM

    The lead is in Zoho CRM in seconds, with the event name, ready for your follow-up.

What lands in Zoho CRM

Swopi fields and where they go in Zoho CRM
SwopiZoho CRM
First nameLeads: First Name
Last nameLeads: Last Name
Business emailLeads: Email
Direct phoneLeads: Phone
Mobile phoneLeads: Mobile
Job titleLeads: Designation
Company nameLeads: Company
Company websiteLeads: Website
Industry, company size, revenueLeads: Industry, No. of Employees, Annual Revenue
Company address and countryLeads: Street, City, Zip Code, Country
SourceLeads: Lead Source ("Swopi")
Event name, notes, intent scoreLeads: Description

What Zoho CRM does on its own

Zoho has a separate Card Scanner app for iOS and Android that saves a card as a lead or a contact in Zoho CRM, and it works with all Zoho CRM editions (Zoho Card Scanner FAQ). It reads name, company, job title, email, phone, website and address, and checks for duplicates by email. It is a solid choice for paper cards. Zoho's help pages do not describe event badge scanning or data enrichment from outside sources.

Why teams add Swopi

  • Badges and QR codes too: scan event badges and digital cards, not only paper cards, and skip the organiser's rented scanner.
  • Complete records: Swopi AI adds verified email, direct phone, seniority and company data like industry, size and VAT number.
  • Personal follow-up drafted: Swopi AI writes one email per lead from your notes, the company and the event.
  • Made for Europe: data hosted in the EU, GDPR with a DPA, and an app in 32 languages.
Questions

Swopi and Zoho CRM: common questions

Does Zoho CRM have a business card scanner?

Yes. Zoho offers a Card Scanner app for iOS and Android that saves cards as leads or contacts in Zoho CRM, in every edition.

What is the difference between the Zoho Card Scanner app and Swopi?

The Zoho app reads paper cards. Swopi also reads event badges and QR codes, and Swopi AI adds verified data from outside sources before the lead reaches Zoho CRM.

Which Zoho CRM fields does Swopi fill?

Standard fields such as First Name, Last Name, Email, Phone, Mobile, Designation, Company, Website and Lead Source. The event name and other Swopi AI data go into the description.

Can I scan cards in other languages?

Yes. Swopi reads paper cards in any language, and the app itself is available in 32 languages. See the card scanner.

Other integrations

Your next event, straight into Zoho CRM.

Free to start. Connect Zoho CRM in two minutes.