How to Save Scout Prospects Directly to Your CRM
When Scout finds a useful prospect, you can save it directly to Banana Cards Contacts. Scout checks for matching records so an existing contact can be updated instead of creating a duplicate.
Save one prospect
- Open a Scout search and review the results.
- Open the prospect's actions menu.
- Choose Add as contact.
- Review the prospect and confirm the action.
After the save finishes, the prospect is linked to the CRM contact. If you run the action again, Banana Cards uses that link instead of creating another record.
Save several prospects at once
- Tick the prospects you want to keep.
- Open the bulk actions menu.
- Choose Add as contacts.
- Review the selected prospects.
- Click Add contacts to confirm.
- Keep the window open while Banana Cards processes the group.
The result summary shows how many contacts were created and how many existing contacts were enriched.
How duplicate matching works
Before creating a contact, Banana Cards looks for an existing match using available details such as:
- A previous Scout-to-contact link
- Email address
- Phone number
- Name and company
When a match is found, Scout fills useful blank fields and preserves additional email addresses or phone numbers. It does not intentionally create a second copy of the same known contact.
What gets saved
The saved contact can include the prospect's name, company, phone, website, address and other available details. The exact information depends on what Scout found.
If important contact data is missing, use the available enrichment actions. Banana Cards shows the possible AI-credit charge before enrichment, and you are not charged when no new information is found.
Continue the workflow
From the same prospect actions, you can also:
- Add to pipeline — choose a pipeline and stage; Banana Cards creates or matches the CRM contact and links the opportunity.
- Create task — create a follow-up task connected to the prospect's CRM contact.
- Remove prospects — remove them from the Scout result set without deleting contacts already saved in the CRM.
Use Contacts after saving to review the final record, add notes or tags, and continue your outreach.