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How to connect CRM, calendars and other tools to your digital business card

Connect CRM forms, calendars, appointment scheduling tools and other online services to your digital business card using links.

Connect a CRM

You can connect content from CRM systems such as HubSpot, Salesforce or Pipedrive to your digital business card using a link.

First, open the tool you want to connect and copy the URL you want to share.

This could be a link to:

  • a form
  • a landing page
  • an appointment page
  • another publicly accessible CRM page

Then open Card design for the relevant team.

Click the + icon where you want the link to appear and select a suitable element.

Choose whether the element should be Personal or Company.

For a Company element, enter the URL directly in Card design.

For a Personal element, each team member can enter their individual URL later under Edit card.

Save your changes when you're finished.

Add calendar and appointment links

You can also add links to appointment scheduling tools such as Calendly or HubSpot Scheduler.

Copy your personal or company appointment link from the scheduling tool.

Open Card design and add a suitable element, such as Appointment.

Choose Personal if each team member has their own appointment link.

Choose Company if everyone should use the same booking page.

Then add the corresponding URL and save your changes.

The current baningo interface still includes Appointment as an element option.

Connect other tools

The same approach works for other online services that can be accessed through a URL.

For example, you can link to:

  • forms
  • booking tools
  • event pages
  • portfolios
  • documents
  • websites
  • other online services

If there is no predefined element for the service you want to use, create a Custom element instead.

For detailed instructions, see How to add custom elements.