Integrating Digital Scan Business Cards with Borg Desk ERP allows businesses to automate digital business card sharing, improve networking, and enhance customer engagement via WhatsApp, email, and SMS.

Steps to Integrate Digital Scan Business Card with Borg Desk ERP:-

Step 1: Get Your Digital Scan Business Card API Credentials
1️⃣ Sign up on Digital Scan Business Card platform.
2️⃣ Navigate to API Settings and generate:
✅API Key
✅Webhook URL
3️⃣ Copy and save these credentials for integration.

Step 2: Configure API in Borg Desk ERP
1️⃣ Log in to Borg Desk ERP as an Admin.
2️⃣ Go to Admin Panel → 3rd Paty Settings → SaveMy VCard API.--> Enter your API Key / Access Token in to Borg ERP
3️⃣ Now Select Lead Source Name (Label) to assign to apply label on this.
4️⃣ Click Update to Save & Activate Integration.

Step 3: Capturing Lead Contacts Directly into Borg DEsk CRM Once on every New Scan & Chat with Existing one
✅ New Lead Inquiry – Automatically catuore lead into your CRM Account from your digital business card through Whatsapp
✅ Customer Support Requests – Support Request gets received from customer to start whatsapp communication.
✅ Sales Follow-ups – Now VCard is Attached in WhatsApp for replies.

Step 4: Enable Webhook for Real-time Updates
1️⃣ Activate Webhook URL in SaveMy VCard settings.
2️⃣ Configure webhook to push new contacts/leads directly into Borg Desk CRM.
3️⃣ Test by filling out a VCard form and check if it syncs in Borg Desk.

Benefits of SaveMy VCard Integration with Borg Desk ERP

✅ Instant Contact Sharing – No need for manual business card exchanges.
✅ Automated Lead Capture – Save new contacts automatically in CRM.
✅ Better Follow-ups – Customers can reach out easily with saved contact info.

Admin

January 31, 2025

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