1.Detect new contact from scans
Integrate BizConnect and contact capture tools to detect new scanned contacts to start roster intake.
Add event leads from scanned business cards to roster
Automatically capture new scanned business-card contacts across BizConnect and add them to your event roster in Google Sheets. Automatically filter qualifying records, normalize phone numbers, and create roster rowsβso you can follow up fast without manual data entry.
How this automation builds your event roster
When new scanned business-card contacts come in, messy imports can delay outreach. This automation filters qualifying scans, normalizes phone numbers, and creates Google Sheets roster rowsβso your team can follow up quickly.
BizConnector swap with your favorite app
2.Continue only for qualifying scans
Integrate Filter by Zapier and event qualification rules to continue only when records meet note or tag criteria.
Filter by Zapieror swap with your favorite app
3.Format primary phone output
Integrate Formatter by Zapier and phone normalization tools to format the primary phone to a standardized output.
Formatter by Zapieror swap with your favorite app
4.Format mobile phone output
Integrate Formatter by Zapier and phone normalization tools to format the mobile phone to a second standardized output.
5.Create spreadsheet row in roster
Integrate Google Sheets and spreadsheet automation tools to create a roster row with contact and event fields set.
Google Sheetsor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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