Adding contact from email signature?
Standard process for us is to get introduced to new contacts via email, many times a mutual acquaintance will send an email intro complete with contact info and then we'll coordinate to set-up a call straight from there. We want to add the individual straight to our Zoho contacts (we don't use leads since it doesn't seem to make sense in our business to distinguish between contacts and leads).
My current process is to take the email signature and drag it to my CardScan software, which reads the data and auto fills all the relevant contact info into the right fields. This file then syncs to Outlook contacts, so from there I search for the contact and then use the Zoho Outlook addin to export the contact to Zoho. It works pretty well, and is a bit quicker than manually typing all the info into Zoho directly (and less room for typos to slip in), but it is still a multi-step process that involves a number of different programs. Wondering if other people have come up with anything more streamlined?