Capture leads and qualify visits on mobile

Open Contacts > Capture lead, or choose Capture lead from the plus menu. This flow requires an app version that includes lead capture.

1. Start a new capture. Scan a business card, choose a card photo, read a contact QR code or NFC tag, search existing contacts, or enter details manually.
2. Review the contact details. Select an existing contact when one already exists. A connected HubSpot account can also supply contact details by email.
3. Continue to qualification. Enter the event or visit name and choose one of your Connect call checklists. Manage those questions and their CRM field options in Settings > AI on the dashboard.
4. Answer the questions, add notes, and confirm the visit.

The visit appears on the contact, with a snapshot of the questions and answers. Reviewed answers can fill empty linked company fields, or deal fields when there is exactly one open deal. Existing values stay intact.

If you can only see your own contacts and the email belongs to a colleague's contact, the visit is still saved to that contact and its owner gets a notification. The contact's details stay unchanged and no company or deal fields are filled. The visit stays in your saved visits.

Offline: the installed app retains drafts, card photos and downloaded questions on the device. Cloud card reading and CRM searches need internet access. Save reviewed visits to queue them for synchronization when the app reconnects or returns to the foreground. A card awaiting extraction stays in its draft; reopen it and choose Read card again when online.

Codes containing only a website link or badge ID cannot supply contact details directly. Complete the contact manually; organizer badge lookup needs a supported event integration.

You can discard local drafts and archive or restore saved visits. A save already in progress may still finish after discarding its local draft.