snapADDY Knowledge Base
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CRM Integrations
Global Settings
Frequently Asked Questions (FAQ)
Profile Settings
User Management
General Settings
Video Tutorials
VisitReport (for Admins)
VisitReport App (for Users)
CRM Integrations
snapADDY Quick Tips
CRM Integrations
Frequently Asked Questions (FAQ)
CRM System integration (Mapping)
Salesforce
MS Dynamics 365 CRM
SAP Sales Cloud
HubSpot CRM
Pipedrive
Sugar CRM
Suite CRM
SAGE CRM
Close CRM
weclapp
snapADDY API
Zapier
snapADDY DataQuality
Frequently Asked Questions (FAQ)
Installation and Setup
Working with contact data
Exporting the contact data
DataQuality in Chrome & Edge
DataQuality in your CRM System
Technical requirements
Microsoft 365 Integration (Outlook)
Automation
snapADDY VisitReport
Frequently Asked Questions (FAQ)
Working with the VisitReport app
Working within the VisitReport Dashboard
Export (CRM, PDF, Excel ...)
Inventory Data
E-Mail Integration
Meetings
VisitReport Quick Tipps
snapADDY BusinessCards
Frequently asked questions (FAQ)
First steps
Export
Digital business cards
BusinessCards Quick Tips
Data Enrichment
Back to home
snapADDY Knowledge Base
CRM Integrations
Global Settings
Frequently Asked Questions (FAQ)
Profile Settings
User Management
General Settings
Video Tutorials
VisitReport (for Admins)
VisitReport App (for Users)
CRM Integrations
snapADDY Quick Tips
CRM Integrations
Frequently Asked Questions (FAQ)
CRM System integration (Mapping)
Salesforce
MS Dynamics 365 CRM
SAP Sales Cloud
HubSpot CRM
Pipedrive
Sugar CRM
Suite CRM
SAGE CRM
Close CRM
weclapp
snapADDY API
Zapier
snapADDY DataQuality
Frequently Asked Questions (FAQ)
Installation and Setup
Working with contact data
Exporting the contact data
DataQuality in Chrome & Edge
DataQuality in your CRM System
Technical requirements
Microsoft 365 Integration (Outlook)
Automation
snapADDY VisitReport
Frequently Asked Questions (FAQ)
Working with the VisitReport app
Working within the VisitReport Dashboard
Export (CRM, PDF, Excel ...)
Inventory Data
E-Mail Integration
Meetings
VisitReport Quick Tipps
snapADDY BusinessCards
Frequently asked questions (FAQ)
First steps
Export
Digital business cards
BusinessCards Quick Tips
Data Enrichment
CRM Integrations
More about system integration, direct installation in the CRM system, and customization options and duplicate check
Frequently Asked Questions (FAQ)
Which CRM systems are supported by snapADDY?
What does CRM mapping mean?
Which fields can I export to the CRM by default?
How to download the field definitions?
I can't download the field definition in snapADDY DataQuality. What can I do?
How can I assign a campaign ID to a VisitReport questionnaire and where do I find the campaign IDs in my CRM system?
Technical requirements and product discontinuations
See more
CRM System integration (Mapping)
About approved mapping revisions
Can I create and customize my CRM mapping myself? (snapADDY DataQuality)
CRM System Integration (CRM Mapping) - what information is required for DataQuality?
Can I create and customize my CRM mapping myself? (snapADDY VisitReport)
CRM System Integration (CRM Mapping) - what information is required for VisitReport
Creating a report in the VisitReport app via deeplinks
See more
Salesforce
Default CRM mapping for Salesforce
Known solutions for Salesforce
How does snapADDY support the different record types in my Salesforce account?
Recommendation for the VisitReport connection via a custom object
Canvas personal app - Error message while connection snapADDY to Salesforce
Where can I find the UserIDs in Salesforce?
The Lead Owner is not filled in correctly
I am getting the error "INVALID_SESSION_ID: Session expired or invalid"
Error message: INVALID_FIELD: No such column 'MobilePhone' on subject of type Lead
Where can I find the Campaign ID in Salesforce?
See more
MS Dynamics 365 CRM
Error: Unable to connect to CRM after migrating from one Microsoft Dynamics tenant to another
Default CRM mapping for Microsoft Dynamics CRM
Where can I find schema names and option values?
Where can I find the Campaign ID in Microsoft Dynamics?
How can I export Lookup-ID's from Dynamics? Example: User ID's from the user entity
How can I find Record ID for marketing campaigns in Dynamics?
Known solutions for Microsoft Dynamics CRM
Error: OAuth Connection to Microsoft Dynamics does not work
See more
SAP Sales Cloud
Default CRM mapping for SAP Sales Cloud
Where can I find the Campaign ID in SAP Sales Cloud?
Known solutions for SAP Sales Cloud
Create/enable SAP Sales Cloud custom fields for snapADDY
How to set-up OAuth connection with SAP Sales Cloud
See more
HubSpot CRM
Default CRM mapping for HubSpot CRM
Known solutions for HubSpot
Error Message: You have reached your secondly limit
Pipedrive
Default CRM mapping for Pipedrive
What should I do, if I use a 2-factor-authentication in Pipedrive?
Known solutions for Pipedrive
How does snapADDY-Updater for Pipedrive work?
How to get all Pipedrive user-IDs
See more
Sugar CRM
Default CRM mapping for SugarCRM
Where can I find the Campaign ID in SugarCRM?
How to export the User Ids in Sugar CRM
How to connect your SugarCRM account to snapADDY
Known solutions for Sugar CRM
SugarCRM 8: Enable API interface for snapADDY
See more
Suite CRM
Default CRM mapping for SuiteCRM
How to connect your SuiteCRM account to snapADDY
SAGE CRM
Default CRM mapping for Sage CRM
How to find a Channel Id in Sage CRM?
Known solutions for Sage CRM
Enable Link Table for webservice
Enable the web services for users in Sage CRM
See more
Close CRM
How to connect Close CRM to snapADDY DataQuality
weclapp
Known solutions for weclapp
Default CRM mapping for weclapp
How to connect weclapp with snapADDY
snapADDY API
How does the snapADDY API work and how can I use it
How do I generate the API token?
How can I export contacts to the snapADDY API? (Example: Web form)
Error when using NAV with API
Zapier
Which fields are transferred to Zapier?
How can I connect my CRM system via Zapier?
