Question 1

What manual work with business cards can I automate using Sansan?

Accepted Answer

Sansan digitizes physical business cards into structured contact records with 99.9% accuracy, which eliminates manual data entry. You can automate downstream workflows by connecting Sansan to other platforms to push newly captured contacts into CRM systems, mailing lists, or databases without re-entering information by hand. This removes the bottleneck of manually typing or transferring card data across your tools.

Question 2

How does contact data flow out of Sansan to other business tools?

Accepted Answer

When Sansan digitizes a business card, it extracts fields like name, email, phone, company, and title into a structured contact record. This data can be sent to connected platforms via automation triggers, allowing you to sync new contacts to your CRM, add them to email lists, create records in databases, or populate forms automatically. The extraction accuracy enables reliable data flow without requiring human verification between systems.

Question 3

What causes Sansan contact data to break when syncing to other systems?

Accepted Answer

Data mismatches often occur when card handwriting is unclear, fields are missing (like email addresses), or when the receiving system has strict field requirements that Sansan's output doesn't fulfill. Inconsistent naming conventions, special characters, or non-standard phone number formats can also cause sync failures. Testing with sample cards and mapping Sansan fields correctly to your destination system before full automation reduces these issues.

Question 4

How should I organize contacts in Sansan to make automations work reliably?

Accepted Answer

Ensure your team uploads business cards consistently through Sansan's standard capture process so the digitization and field extraction remain uniform. Create clear rules for contact organization, like grouping by source, date, or department, and use consistent naming in any custom fields you add. This standardization allows automation rules to reliably identify which contacts to sync, filter, or route to other systems without manual adjustment.

Automate the manual work in Sansan

Sansan by the numbers

Top 5 Sansan friction points when done manually

Business card data entry into Sansan

Sansan records missing company details

Duplicate contacts across Sansan accounts

Sansan data not syncing to CRM

Updating Sansan contacts after meetings

What you can automate in Sansan

Add Marketo leads from new Sansan business cards

Add new Sansan business cards to Agile CRM as a new contact

Add new Sansan business cards to Dropbox in an existing text file

Add new Sansan business cards to Google contacts

Add new Sansan business cards to Salesforce as leads

Add new Sansan business cards to Zendesk as users

Tools commonly connected to Sansan

Sansan Automation questions

Ready to automate your work in Sansan?