Using the QR Code Scanner in the HubSpot Mobile App

Key Topics:

• Quick Video Tutorial
  • Adding Campaign Event Tag
• QR Code Scanner
  • Requirements
  • Access the QR Code Scanner
  • Scan the Code
  • Review & Edit Information
    • Properties Included
  • Save the Contact
  • Activity (Optional)
• Trouble Shooting
• Best Practices

Quick Video Tutorial

Adding Campaign Event Tag

QR Code Scanner

Requirements:

• A mobile device (iOS or Android) with the HubSpot mobile app installed and logged in.

• Internet Connection or Cellular

• Necessary app permissions enabled (Camera Access)

Access the QR Scanner:

• Open the HubSpot App
  • Log in, if not already
• Access the Scanner
  
  • Option 1 (Recommended): On the Home Page > Select "+ Create" in the bottom right corner > Select Scan QR Code

• • Option 2: Tap the Contact Tab > Select "+ Contact" in the bottom right corner > Select Scan QR Code
  • For both options, if prompted to allow the app access to your camera, must select yes

Scan the QR Code:

• Align the QR Code within the On-Screen Frame
• Hold the phone steady
• The app will automatically interpret the data and populate the contact fields

Review and Edit Information:

• Review the auto-filled fields
• Edit any missing details - Please ensure spelling / capitalization is accurate
  • Properties Included:
    
    • Email
    • First Name
    • Last Name
    • Job Title
    • Phone Number
    • Website
    • If available: 
      • Street Address
      • Postal Code

Save the Contact:

• Tap Save
• This contact is immediately available in the system

Activity (Optional):

• Add a note or follow-up task
• Tag an internal team member

Troubleshooting:

• Scanner Not Working?
  • Double Check Camera Permissions
  • Restart the App if it doesn't scan or freezes
• Incorrect Data?
  • Manually verify and update scanned fields before saving

Best Practices:

• Always verify contact data
• Use the scanner during or immediately after a conversation to ensure accurate context
• We will be able to target contacts created by the QR scanner on specific show dates and tag them with said event/show