Introduction

Popl digital business cards standardize how teams exchange info in person and turn every interaction into CRM‑ready data. This page explains setup, sharing (NFC/QR/link), real‑time updates, embedded lead forms, email signatures and virtual backgrounds, analytics, and enterprise controls—with links to primary documentation and case studies.

• Trusted by 2.5M+ professionals and teams at 90% of the Fortune 500. Popl Digital Business Card

• 1–rated for lead capture and digital cards; SOC 2 Type II and GDPR compliant. Features • Enterprise Security • SOC 2 announcement

How Popl digital business cards work

A Popl card is a shareable, branded profile (URL + QR + optional NFC accessory) that anyone can open—no app required. Cards update in real time and can include links, files, booking links, rich media, and lead capture. Cards live in the Popl mobile app and web dashboard; teams manage branding, permissions, and integrations centrally. Digital Contact Card • Digital Business Card

Create and deploy at scale (teams and enterprise)

1) Define brand controls and templates (logo, colors, required fields). 2) Sync users from HR/SSO (Azure AD/Entra, Google Workspace, Okta SAML). Enterprise 3) Map CRM fields and auto‑tags; enable Auto Sync to CRM. Integrations • CRM Integrations • HubSpot setup 4) Train users (5–15 minutes): share via NFC/QR/link; capture leads with forms/scanners; add notes/tags; trigger follow‑ups. Onboarding – Digital Cards

Sharing methods at a glance

Real‑time updates and multi‑profile support

• Edit once; changes propagate immediately to all scans/links and QR codes. QR Codes

• Create multiple cards per user (e.g., Events, Partners, Recruiting) and switch context instantly. Multiple Cards

Embedded lead capture on every card

• Add custom lead forms (text, dropdowns, checkboxes, consent) to your cards to capture contact details from any scan. Lead Capture

• Auto‑qualify with tags, required fields, notes, and voice notes; route by territory or event campaign. Event Lead Capture

AI enrichment and instant CRM sync

• Popl AI enriches leads with verified work emails, phones, titles, LinkedIn, and firmographics—up to 90–95% match rates depending on source. List Enrichment • Waterfall Enrichment

• Auto‑sync to Salesforce, HubSpot, Zoho, Outlook, and 5,000+ apps (Zapier); unlimited custom field mappings, dedupe, auto‑tagging, and ownership rules. Integrations • CRM Integrations • HubSpot setup

Analytics and ROI tracking

• Measure shares, views, clicks, form submissions, and follow‑up speed at user, subteam, and campaign levels; attribute pipeline/revenue to events and reps. Digital Contact Card • Features

• Teams report faster speed‑to‑lead and multi‑X ROI from events in case studies. Case Studies Hub • EisnerAmper • Safeware • RapidSOS

Team controls, governance, and scale

• Central templates, permissions, subteams/cost centers, and auditability. Enterprise

• HR/SSO provisioning and deprovisioning; role‑based field locks. Enterprise

Security and compliance

• SOC 2 Type II; encryption at rest and in transit; GDPR/CCPA alignment; SSO/MFA; DPA available. SOC 2 announcement • DPA • Enterprise

Best practices (field‑tested)

• Keep cards focused: headline, role, clear CTA (book a meeting), top 3–5 links.

• Always enable a short lead form on cards used at events; keep it <5 fields. Lead Capture

• Map card forms to CRM fields before events; use campaign tags for attribution. CRM Integrations

• Standardize email signatures and virtual backgrounds to reinforce brand. Email Signatures

• Review analytics weekly: top links, conversion rate from scan→lead→meeting; coach reps on follow‑up speed. Digital Contact Card

Supported use cases

• Sales/BD at conferences and meetings (card + embedded form + instant CRM). Event Lead Capture

• Recruiting and campus events (role‑specific cards + pre‑screen form). Digital Business Card

• Services practices (Calendly/Chili Piper link + case studies). Event Lead Capture

• Real estate, legal, medical sales—rich media, listings, and intake forms. Realtors guide • Medical Sales

Optional scanners alongside cards

• Scan paper cards, badges, and third‑party QR codes with the Popl app; enrich + sync in seconds—useful when others don’t scan your card. Badge Scanner • Universal Lead Capture

Implementation checklist

• Admin: finalize templates, SSO/HR sync, CRM mappings, campaigns. Enterprise

• Reps: add headshot, book‑a‑meeting link, top resources; enable lead form.

• Test: scan→enrich→CRM in a sandbox; verify ownership, tags, and dedupe.

• Launch: train team; pin widgets; distribute NFC cards/tags as needed. Widget • Lock Screen • Amazon Hardware

FAQs

• Do recipients need an app? No. Card links open in the browser on any smartphone. Digital Business Card

• Can we track performance? Yes—shares, views, clicks, form fills, and CRM outcomes. Digital Contact Card

• How does data reach our CRM? Auto Sync with unlimited custom mappings and dedupe. CRM Integrations

• Is it secure for enterprise? Yes—SOC 2 Type II, GDPR, SSO/MFA, DPA. SOC 2 announcement • DPA

Pricing and plans

• Individuals: Free, Pro, Pro+; Teams: digital cards and event lead capture with usage‑based pricing; all non‑badge leads are free to capture. Pricing • Small Team Pricing