With the HubSpot mobile app, you can add contacts manually or by scanning a business card.
Please note the following technical requirements before proceeding to the instructions below:
HubSpot mobile app downloaded and operating on one of the following:
1. Android running on 4.1 or later
2. iPhone running on iOS 11 or higher
Add a Contact Using the Business Card Reader
1. Open the HubSpot App on your device
2. At the bottom of your screen, Click Contacts
3. In the Upper Right Corner, Click +
4. Click Scan business card
5. Review & edit contact details, including first & last name, email, phone number, and job title
6. Click Save
Business Card Best Practices
- Review all information to ensure contact details align with proper fields before clicking save
- Enter notes on where you met the lead, information you discussed, and create a task for follow up
Add a Contact Manually
1. Open the HubSpot App on your device
2. At the bottom of your screen, Click Contacts
3. In the Upper Right Corner, Click +
4. Click Enter manually
5. Enter contact details
6. Click Save