IntegrationsZoho CRM
The Zoho CRM business card scanner for events
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.
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in/jonas-lindqvistSaved to Zoho CRMTeams at these companies use Swopi.
What lands in Zoho CRM
Every scan becomes a real Zoho CRM record in native fields, tagged with the event. Anything without a standard field, like your notes or the intent score, arrives as a note on the same record.
Saved to Zoho CRM- Swopi
- Zoho CRM
- First name
- Leads: First Name
- Last name
- Leads: Last Name
- Business email
- Leads: Email
- Direct phone
- Leads: Phone
- Mobile phone
- Leads: Mobile
- Job title
- Leads: Designation
- Company name
- Leads: Company
- Company website
- Leads: Website
- Industry, company size, revenue
- Leads: Industry, No. of Employees, Annual Revenue
- Company address and country
- Leads: Street, City, Zip Code, Country
- Source
- Leads: Lead Source ("Swopi")
- Event name, notes, intent score
- Leads: Description
How to connect Zoho CRM
- 1
Connect Zoho CRM
In the Swopi dashboard, open Integrations and sign in with your Zoho account.
- 2
Switch on automatic sync
Choose where new leads go in Zoho CRM and turn on automatic sync.
- 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
Let Swopi AI add the details
Swopi AI adds verified business email, direct phone, job title and company data, from 20+ data providers and official business registries.
- 5
Find the lead in Zoho CRM
The lead is in Zoho CRM in seconds, with the event name, ready for your follow-up.
Swopi AI
Zoho CRM lead enrichment, done at the booth
A badge or a card often has only a name and a company. Swopi AI finds the rest in seconds, shows where each detail came from, and never overwrites what your team typed.
- Work email
- Direct phone
- Job title, seniority and LinkedIn
- Company website, industry, size and address
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 organizer'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.
- 32 languages and GDPR: the app runs in 32 languages, under GDPR with a DPA.
Swopi and Zoho CRM: 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.
Can I scan trade show badges into Zoho CRM?
Yes, with Swopi. The Swopi app reads the printed name and company or the QR code on an event badge, Swopi AI adds verified data, and the lead reaches Zoho CRM with the event name. See the badge scanner.
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.
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