---
title: CRM Integrations | snapAddy Knowledge Base
description: More about system integration, direct installation in the CRM system, and customization options and duplicate check
---

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1. [snapAddy Knowledge Base](https://portal.snapaddy.com/knowledge)
2. [CRM Integrations](https://portal.snapaddy.com/knowledge/crm-integrations)

# 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 does snapAddy support?](https://portal.snapaddy.com/knowledge/which-crm-systems-are-supported)
- [What does CRM mapping mean?](https://portal.snapaddy.com/knowledge/what-does-crm-mapping-mean)
- [Which fields can I export to the CRM by default?](https://portal.snapaddy.com/knowledge/which-fields-can-i-export-to-the-crm-by-default)
- [How to download the field definitions?](https://portal.snapaddy.com/knowledge/how-to-download-the-field-definitions)
- [I can't download the field definition in snapAddy LeadResearch. What can I do?](https://portal.snapaddy.com/knowledge/i-cant-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?](https://portal.snapaddy.com/knowledge/how-can-i-assign-a-campaign-id-to-a-visitreport-template-and-where-do-i-find-the-campaign-ids-in-my-crm-system)
- [Technical requirements and product discontinuations](https://portal.snapaddy.com/knowledge/technical-requirements-and-product-discontinuations)

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## CRM System integration (Mapping)

- [Can I create and customize my CRM mapping myself?](https://portal.snapaddy.com/knowledge/can-i-create-and-customize-my-crm-mapping-myself-snapaddy-dataquality-prev.-grabber)
- [CRM System Integration (CRM Mapping) - what information is required for LeadResearch and DataAgents?](https://portal.snapaddy.com/knowledge/crm-system-integration-crm-mapping-what-information-is-required-dataquality)
- [Can I create and customize my CRM mapping myself? (snapAddy VisitReport)](https://portal.snapaddy.com/knowledge/can-i-create-and-customize-my-crm-mapping-myself-snapaddy-visitreport)
- [What information is required for the VisitReport CRM System Integration?](https://portal.snapaddy.com/knowledge/crm-system-integration-crm-mapping-what-information-is-required-visitreport)
- [Creating a report in the VisitReport app via deeplinks](https://portal.snapaddy.com/knowledge/creating-a-report-in-the-visitreport-app-via-deeplinks)
- [About approved mapping revisions](https://portal.snapaddy.com/knowledge/approved-mapping-revisions)

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## Salesforce

- [How do I install the snapAddy Connected App in Salesforce?](https://portal.snapaddy.com/knowledge/how-do-i-install-the-snapaddy-connected-app-in-salesforce)
- [Default CRM mapping for Salesforce](https://portal.snapaddy.com/knowledge/default-crm-mapping-for-salesforce)
- [How do I fix an OAuth error when connecting snapAddy to Salesforce?](https://portal.snapaddy.com/knowledge/how-do-i-fix-an-oauth-error-when-connecting-snapaddy-to-salesforce)
- [How do I establish a connection between snapAddy and Salesforce?](https://portal.snapaddy.com/knowledge/how-do-i-establish-a-connection-between-snapaddy-and-salesforce)
- [Known solutions for Salesforce](https://portal.snapaddy.com/knowledge/known-solutions-for-salesforce)
- [How does snapAddy support the different record types in my Salesforce account?](https://portal.snapaddy.com/knowledge/how-does-snapaddy-support-the-different-record-types-in-my-salesforce-account)
- [Recommendation for the VisitReport connection via a custom object](https://portal.snapaddy.com/knowledge/recommendation-for-the-visitreport-connection-via-a-custom-object)
- [Canvas personal app - Error message while connection snapAddy to Salesforce](https://portal.snapaddy.com/knowledge/canvas-personal-app-error-message-while-connection-snapaddy-to-salesforce)
- [Where can I find the UserIDs in Salesforce?](https://portal.snapaddy.com/knowledge/where-can-i-find-the-userids-in-salesforce)
- [The Lead Owner is not filled in correctly](https://portal.snapaddy.com/knowledge/the-lead-owner-is-not-filled-in-correctly-how-can-i-bypass-a-lead-assignment-rule)
- [I am getting the error "INVALID\_SESSION\_ID: Session expired or invalid"](https://portal.snapaddy.com/knowledge/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](https://portal.snapaddy.com/knowledge/error-message-invalid_field-no-such-column-mobilephone-on-subject-of-type-lead)
- [Where can I find the Campaign ID in Salesforce?](https://portal.snapaddy.com/knowledge/where-can-i-find-the-campaign-id-in-salesforce)

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## MS Dynamics 365 CRM

- [Default CRM mapping for Microsoft Dynamics CRM](https://portal.snapaddy.com/knowledge/default-crm-mapping-for-microsoft-dynamics-crm)
- [Where can I find schema names and option values?](https://portal.snapaddy.com/knowledge/where-can-i-find-schema-names-and-option-values)
- [Where can I find the Campaign ID in Microsoft Dynamics?](https://portal.snapaddy.com/knowledge/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](https://portal.snapaddy.com/knowledge/how-can-i-export-lookup-ids-from-dynamics-example-user-ids-from-the-user-entity)
- [How can I find Record ID for marketing campaigns in Dynamics?](https://portal.snapaddy.com/knowledge/how-to-find-record-id-for-marketing-campaigns-in-dynamics)
- [Known solutions for Microsoft Dynamics CRM](https://portal.snapaddy.com/knowledge/known-solutions-for-microsoft-dynamics-crm)
- [Error: OAuth Connection to Microsoft Dynamics does not work](https://portal.snapaddy.com/knowledge/error-oauth-connection-to-microsoft-dynamics-does-not-work)
- [Error: Unable to connect to CRM after migrating from one Microsoft Dynamics tenant to another](https://portal.snapaddy.com/knowledge/error)

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## SAP Sales Cloud

- [Default CRM mapping for SAP Sales Cloud](https://portal.snapaddy.com/knowledge/default-crm-mapping-for-sap-sales-cloud)
- [How can I export the user IDs in SAP Sales Cloud?](https://portal.snapaddy.com/knowledge/how-can-i-export-the-user-ids-in-sap-sales-cloud)
- [How do I connect snapAddy to SAP Sales Cloud?](https://portal.snapaddy.com/knowledge/how-do-i-connect-snapaddy-to-sap-sales-cloud)
- [Where can I find the Campaign ID in SAP Sales Cloud?](https://portal.snapaddy.com/knowledge/where-can-i-find-the-campaign-id-in-sap-sales-cloud)
- [Known solutions for SAP Sales Cloud](https://portal.snapaddy.com/knowledge/known-solutions-for-sap-sales-cloud)
- [Create/enable SAP Sales Cloud custom fields for snapAddy](https://portal.snapaddy.com/knowledge/create/enable-sap-sales-cloud-custom-fields-for-snapaddy-dataquality)
- [How to set-up OAuth connection with SAP Sales Cloud](https://portal.snapaddy.com/knowledge/how-to-set-up-oauth-connection-with-sap-sales-cloud)

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## HubSpot CRM

- [Default CRM mapping for HubSpot CRM](https://portal.snapaddy.com/knowledge/default-crm-mapping-for-hubspot-crm)
- [Known solutions for HubSpot](https://portal.snapaddy.com/knowledge/known-solutions-for-hubspot)
- [Error Message: You have reached your secondly limit](https://portal.snapaddy.com/knowledge/error-message-you-have-reached-your-secondly-limit)
- [How to connect snapAddy LeadResearch and VisitReport to HubSpot](https://portal.snapaddy.com/knowledge/dataquality-connection-with-hubspot)

## Pipedrive

- [Default CRM mapping for Pipedrive](https://portal.snapaddy.com/knowledge/default-crm-mapping-for-pipedrive)
- [How do I connect snapAddy with Pipedrive?](https://portal.snapaddy.com/knowledge/how-do-i-connect-snapaddy-with-pipedrive)
- [Known solutions for Pipedrive](https://portal.snapaddy.com/knowledge/known-solutions-for-pipedrive)
- [How does snapAddy-Updater for Pipedrive work?](https://portal.snapaddy.com/knowledge/how-does-snapaddy-updater-for-pipedrive-work)
- [How to get all Pipedrive user-IDs](https://portal.snapaddy.com/knowledge/how-to-get-all-pipedrive-user-id)

## Sugar CRM

- [Default CRM mapping for SugarCRM](https://portal.snapaddy.com/knowledge/default-crm-mapping-for-sugarcrm)
- [Where can I find the Campaign ID in SugarCRM?](https://portal.snapaddy.com/knowledge/where-can-i-find-the-campaign-id-in-sugarcrm)
- [How to export the User Ids in Sugar CRM](https://portal.snapaddy.com/knowledge/how-to-export-the-user-ids-in-sugar-crm)
- [How to connect your SugarCRM account to snapAddy](https://portal.snapaddy.com/knowledge/how-to-connect-your-sugarcrm-account-to-snapaddy)
- [Known solutions for Sugar CRM](https://portal.snapaddy.com/knowledge/known-solutions-for-sugar-crm)
- [SugarCRM 8: Enable API interface for snapAddy](https://portal.snapaddy.com/knowledge/sugarcrm-8-enable-api-interface-for-snapaddy)

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## Suite CRM

- [Default CRM mapping for SuiteCRM](https://portal.snapaddy.com/knowledge/default-crm-mapping-for-suitecrm)
- [How to connect your SuiteCRM account to snapAddy?](https://portal.snapaddy.com/knowledge/how-to-connect-your-suitecrm-account-to-snapaddy)

## SAGE CRM

- [How do I enable a link table for the web service in Sage CRM?](https://portal.snapaddy.com/knowledge/enable-link-table-for-webservice)
- [Default CRM mapping for Sage CRM](https://portal.snapaddy.com/knowledge/default-crm-mapping-for-sage-crm)
- [How to find a Channel Id in Sage CRM?](https://portal.snapaddy.com/knowledge/how-to-find-a-channel-id-in-sage-crm)
- [Known solutions for Sage CRM](https://portal.snapaddy.com/knowledge/known-solutions-for-sage-crm)
- [Enable the web services for users in Sage CRM](https://portal.snapaddy.com/knowledge/enable-the-web-services-for-users-in-sage-crm)

## Close CRM

- [How to connect Close CRM to snapAddy](https://portal.snapaddy.com/knowledge/how-to-connect-close-crm-to-snapaddy-dataquality)

## weclapp

- [Known solutions for weclapp](https://portal.snapaddy.com/knowledge/known-solutions-for-weclapp)
- [How to connect weclapp with snapAddy](https://portal.snapaddy.com/knowledge/how-to-connect-weclapp-with-snapaddy)
- [Default CRM mapping for weclapp](https://portal.snapaddy.com/knowledge/default-crm-mapping-for-weclapp)

## snapAddy API

- [How does the snapAddy API work and how can I use it](https://portal.snapaddy.com/knowledge/how-does-the-snapaddy-api-work-and-how-can-i-use-it)
- [How do I generate the API token?](https://portal.snapaddy.com/knowledge/how-do-i-generate-the-api-token)
- [How can I export contacts to the snapAddy API? (Example: Web form)](https://portal.snapaddy.com/knowledge/how-can-i-export-contacts-to-the-snapaddy-api-example-web-form)
- [Error when using NAV with API](https://portal.snapaddy.com/knowledge/error-when-using-nav-with-api)

## Zapier

- [How can I connect my CRM system via Zapier?](https://portal.snapaddy.com/knowledge/how-can-i-connect-my-crm-system-via-zapier-example-zoho-crm)
- [Which fields are transferred to Zapier?](https://portal.snapaddy.com/knowledge/which-fields-are-transferred-to-zapier)

- [Global Settings](https://portal.snapaddy.com/knowledge/global-settings#main-content)

    - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/global-settings#frequently-asked-questions-faq)
    - [Profile Settings](https://portal.snapaddy.com/knowledge/global-settings#profile-settings)
    - [User Management](https://portal.snapaddy.com/knowledge/global-settings#user-management)
    - [General Settings](https://portal.snapaddy.com/knowledge/global-settings#general-settings)
- [Video Tutorials](https://portal.snapaddy.com/knowledge/video-tutorials#main-content)

    - [snapAddy VisitReport](https://portal.snapaddy.com/knowledge/video-tutorials#snapaddy-visitreport)
    - [snapAddy LeadResearch](https://portal.snapaddy.com/knowledge/video-tutorials#snapaddy-leadresearch)
    - [snapAddy BusinessCards](https://portal.snapaddy.com/knowledge/video-tutorials#snapaddy-businesscards)
    - [snapAddy Quick Tips](https://portal.snapaddy.com/knowledge/video-tutorials#snapaddy-quick-tips)
    - [CRM Integrations](https://portal.snapaddy.com/knowledge/video-tutorials#crm-integrations)
- [CRM Integrations](https://portal.snapaddy.com/knowledge/crm-integrations#main-content)

    - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/crm-integrations#frequently-asked-questions-faq)
    - [CRM System integration (Mapping)](https://portal.snapaddy.com/knowledge/crm-integrations#crm-system-integration-mapping)
    - [Salesforce](https://portal.snapaddy.com/knowledge/crm-integrations#salesforce)
    - [MS Dynamics 365 CRM](https://portal.snapaddy.com/knowledge/crm-integrations#ms-dynamics-365-crm)
    - [SAP Sales Cloud](https://portal.snapaddy.com/knowledge/crm-integrations#sap-sales-cloud)
    - [HubSpot CRM](https://portal.snapaddy.com/knowledge/crm-integrations#hubspot-crm)
    - [Pipedrive](https://portal.snapaddy.com/knowledge/crm-integrations#pipedrive)
    - [Sugar CRM](https://portal.snapaddy.com/knowledge/crm-integrations#sugar-crm)
    - [Suite CRM](https://portal.snapaddy.com/knowledge/crm-integrations#suite-crm)
    - [SAGE CRM](https://portal.snapaddy.com/knowledge/crm-integrations#sage-crm)
    - [Close CRM](https://portal.snapaddy.com/knowledge/crm-integrations#close-crm)
    - [weclapp](https://portal.snapaddy.com/knowledge/crm-integrations#weclapp)
    - [snapAddy API](https://portal.snapaddy.com/knowledge/crm-integrations#snapaddy-api)
    - [Zapier](https://portal.snapaddy.com/knowledge/crm-integrations#zapier)
- [snapAddy BusinessCards](https://portal.snapaddy.com/knowledge/snapaddy-businesscards#main-content)

    - [Frequently asked questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-businesscards#frequently-asked-questions-faq)
    - [First steps](https://portal.snapaddy.com/knowledge/snapaddy-businesscards#first-steps)
    - [Export](https://portal.snapaddy.com/knowledge/snapaddy-businesscards#export)
    - [Digital business cards](https://portal.snapaddy.com/knowledge/snapaddy-businesscards#digital-business-cards)
    - [BusinessCards Quick Tips](https://portal.snapaddy.com/knowledge/snapaddy-businesscards#businesscards-quick-tips)
- [snapAddy VisitReport](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#main-content)

    - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#frequently-asked-questions-faq)
    - [Working with the VisitReport app](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#working-with-the-visitreport-app)
    - [Working within the VisitReport Dashboard](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#working-within-the-visitreport-dashboard)
    - [Export (CRM, PDF, Excel ...)](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#export-crm-pdf-excel)
    - [Inventory Data](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#inventory-data)
    - [Video instructions](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#video-instructions)
    - [E-Mail Integration](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#e-mail-integration)
    - [Meetings](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#meetings)
    - [VisitReport Quick Tipps](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#visitreport-quick-tipps)
    - [Questionnaire](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#questionnaire)
- [snapAddy LeadResearch](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#main-content)

    - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#frequently-asked-questions-faq)
    - [Installation and Setup](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#installation-and-setup)
    - [Working with contact data](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#working-with-contact-data)
    - [Exporting the contact data](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#exporting-the-contact-data)
    - [LeadResearch in Chrome & Edge](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#leadresearch-in-chrome-edge)
    - [LeadResearch in your CRM System](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#leadresearch-in-your-crm-system)
    - [Technical requirements](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#technical-requirements)
    - [Microsoft 365 Integration (Outlook)](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#microsoft-365-integration-outlook)
    - [Automation](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#automation)
- [snapAddy DataAgents](https://portal.snapaddy.com/knowledge/snapaddy-dataagents#main-content)

    - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-dataagents#frequently-asked-questions-faq)
    - [Installation and Setup](https://portal.snapaddy.com/knowledge/snapaddy-dataagents#installation-and-setup)
    - [Workflows](https://portal.snapaddy.com/knowledge/snapaddy-dataagents#workflows)
- [Data Enrichment](https://portal.snapaddy.com/knowledge/data-enrichment)

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