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How to enable lead generation

The lead form from Wizard Card is a smart way to easily collect contact information when someone scans your digital business card. This eliminates the need to accept paper business cards or manually type in contact details. Thanks to the integration with Zapier, you can automatically send this data to your favorite CRM or other apps. This means you no longer have to enter leads manually — they go directly to the right place. It saves you time and makes your workflow more efficient.

How lead collection works

When someone scans and opens your digital business card, they have the option to fill out a form with their own contact details. This information is then automatically sent to the email address you provided. This way, you quickly gain access to the contact details of interested prospects and can take targeted follow-up actions to convert them into customers. With this feature of the Card Manager, you can easily and efficiently generate leads and boost your sales.

Adding a lead form to your business cards

  1. Log in to the Card Manager.
  2. Go to the card to which you want to add this option.
  3. Add a new field and select the type “Contact popup.”
  4. Enter the email address where the form submissions should be sent.
  5. Save your changes.

Automatically process leads in your CRM

When someone scans your card and fills out the lead form, you’ll automatically receive an email with their details. With the integration between Wizard Card and Zapier, you can further automate this process. As soon as a customer scans your digital business card and submits the lead form, Zapier ensures that the data is instantly sent to your preferred CRM system, such as Salesforce, HubSpot, or one of the 7,000+ supported apps.
This saves you time and ensures you never miss a lead.

Frequently Asked Questions

The attachment containing the lead details is a vCard file, which is compatible with most phone contact apps. You can download the file from the email and then add it to your phone’s address book by simply tapping the file and following the on-screen instructions.

The lead form allows you to collect various types of information, such as name, company name, email address, and phone number.

If you don’t see this option in your account, it means you don’t have the correct subscription. This feature is only available starting from the Basic plan. You can upgrade your subscription to gain access to this functionality. Please contact us to arrange the upgrade.

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