--- title: How do I connect snapAddy to my CRM system? description: General step-by-step guide to establishing a CRM connection --- [Skip to content](https://portal.snapaddy.com/knowledge/how-to-connect-snapaddy-to-my-crm#main-content) - [English](https://portal.snapaddy.com/knowledge/how-to-connect-snapaddy-to-my-crm) - [Deutsch](https://portal.snapaddy.com/de/knowledge/wie-verbinde-ich-snapaddy-mit-meinem-crm) English Show submenu for translations [![AppSignet](https://portal.snapaddy.com/hs-fs/hubfs/AppSignet.png?width=60&height=60&name=AppSignet.png)](https://portal.snapaddy.com/knowledge?hsLang=en) Open main navigation Close main navigation - - [English](https://portal.snapaddy.com/knowledge/how-to-connect-snapaddy-to-my-crm) - [Deutsch](https://portal.snapaddy.com/de/knowledge/wie-verbinde-ich-snapaddy-mit-meinem-crm) English Show submenu for translations - [snapAddy website](https://www.snapaddy.com/) [snapAddy website](https://www.snapaddy.com/) snapAddy Knowledge base - How can we help? - There are no suggestions because the search field is empty. 1. [snapAddy Knowledge Base](https://portal.snapaddy.com/knowledge?hsLang=en) 2. [Global Settings](https://portal.snapaddy.com/knowledge/global-settings?hsLang=en) 3. [Profile Settings](https://portal.snapaddy.com/knowledge/global-settings?hsLang=en#profile-settings) # How do I connect snapAddy to my CRM system? ## Connecting snapAddy to your CRM system enables you to directly export contacts, business cards, and reports. The setup can be done either via the snapAddy portal or directly in the apps and is subsequently available to all snapAddy products. ### Prerequisites Before setting up the CRM connection, please ensure you have the following information: - **Access credentials for your CRM system** (username, password, or API token) - **CRM permissions** to create and edit records ### Supported CRM Systems snapAddy offers seamless integrations with many CRM systems. The connection is established via **OAuth** or **API token** and is centrally managed in your snapAddy organization settings. The CRM connection setup is possible both via the snapAddy portal and directly in the apps (BusinessCards, VisitReport). The most commonly used CRM systems include: - Salesforce - Microsoft Dynamics 365 - HubSpot - SAP Sales Cloud - Pipedrive - and many others A complete overview of all supported CRM systems can be found here: → [Which CRM systems are supported by snapAddy?](https://portal.snapaddy.com/knowledge/which-crm-systems-are-supported?hsLang=en) ### Setting up the CRM Connection You can set up the connection to your CRM system in two ways: #### Via the snapAddy Portal: 1. Log in to snapAddy 2. Navigate to **Settings** and click on **CRM Connection ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jan-09-2026-08-50-17-6365-AM.png?width=670&height=257&name=image-png-Jan-09-2026-08-50-17-6365-AM.png)** 3. Select your CRM system in the system integration and follow the instructions ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jan-09-2026-08-52-56-0975-AM.png?width=670&height=279&name=image-png-Jan-09-2026-08-52-56-0975-AM.png) ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jan-09-2026-08-54-04-7300-AM.png?width=350&height=319&name=image-png-Jan-09-2026-08-54-04-7300-AM.png) 4. Make any necessary settings and click **Save and Connect** **Note** for **Administrators** or **New Customers:** For the CRM connection to work optimally for your use case and transfer all information, you may need an individual CRM mapping or would need to create a workflow together with the snapAddy team. - → [What does CRM mapping mean?](https://portal.snapaddy.com/knowledge/what-does-crm-mapping-mean?hsLang=en) - → [What are workflows and how do they work?](https://portal.snapaddy.com/knowledge/what-are-workflows-and-how-do-they-work?hsLang=en) If you are setting up the connection for the first time, you will need to perform an additional step for Salesforce. Further information can be found in the article: - → [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?hsLang=en) #### Directly in the Apps (BusinessCards, VisitReport): 1. Open the app settings. The app shown in green here is BusinessCards and the app shown in burgundy is VisitReport ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jan-09-2026-09-18-50-8740-AM.png?width=300&height=651&name=image-png-Jan-09-2026-09-18-50-8740-AM.png)![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jan-09-2026-09-17-22-2470-AM.png?width=300&height=651&name=image-png-Jan-09-2026-09-17-22-2470-AM.png) 2. Go to the **CRM** section and tap on **Export to CRM** or **Connect to CRM ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jan-09-2026-09-53-39-4183-AM.png?width=600&height=436&name=image-png-Jan-09-2026-09-53-39-4183-AM.png)** 3. Select your CRM system and click **Okay ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jan-09-2026-10-32-59-7843-AM.png?width=301&height=651&name=image-png-Jan-09-2026-10-32-59-7843-AM.png)![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jan-09-2026-10-33-24-2351-AM.png?width=300&height=651&name=image-png-Jan-09-2026-10-33-24-2351-AM.png)** 4. Make any necessary settings and click **Connect** 5. Follow the authentication process for your CRM **Note** for **Administrators** or **New Customers:** For the CRM connection to work optimally for your use case and transfer all information, you may need an individual CRM mapping or would need to create a workflow together with the snapAddy team. - → [What does CRM mapping mean?](https://portal.snapaddy.com/knowledge/what-does-crm-mapping-mean?hsLang=en) - → [What are workflows and how do they work?](https://portal.snapaddy.com/knowledge/what-are-workflows-and-how-do-they-work?hsLang=en) If you are setting up the connection for the first time, you will need to perform an additional step for Salesforce. Further information can be found in the article: - → [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?hsLang=en) The configured connection is then available to all snapAddy products. ### Guides for Your CRM System For the most common CRM systems, we have created detailed step-by-step guides that will guide you through the setup, configuration, and use of snapAddy with your specific CRM: - [How do I connect snapAddy to Salesforce?](https://portal.snapaddy.com/knowledge/how-do-i-establish-a-connection-between-snapaddy-and-salesforce?hsLang=en) - How do I connect snapAddy to Microsoft Dynamics 365? - How do I connect snapAddy to HubSpot? - [How do I connect snapAddy to SAP Sales Cloud?](https://portal.snapaddy.com/knowledge/how-do-i-connect-snapaddy-to-sap-sales-cloud?hsLang=en) - [How do I connect snapAddy to Pipedrive?](https://portal.snapaddy.com/knowledge/how-do-i-connect-snapaddy-with-pipedrive?hsLang=en) - [How do I connect snapAddy to SugarCRM?](https://portal.snapaddy.com/knowledge/how-to-connect-your-sugarcrm-account-to-snapaddy?hsLang=en) - [How do I connect snapAddy to SuiteCRM?](https://portal.snapaddy.com/knowledge/how-to-connect-your-suitecrm-account-to-snapaddy?hsLang=en) - How do I connect snapAddy to Sage CRM? - How do I connect snapAddy to weclapp? - How do I connect snapAddy to Close CRM? - [How do I connect snapAddy via Zapier?](https://portal.snapaddy.com/knowledge/how-can-i-connect-my-crm-system-via-zapier-example-zoho-crm?hsLang=en) ### Product-Specific Features snapAddy offers three products that differ in their functionality and application: #### snapAddy BusinessCards BusinessCards is the mobile app for scanning and capturing business cards. Contacts are captured individually and can be exported directly from the app to your CRM. Ideal for networking events, trade shows, and daily business contacts. **Important Links:** - [How do I export contact data from the app to my CRM system?](https://portal.snapaddy.com/knowledge/how-do-i-export-contacts-from-the-app-to-my-crm-system?hsLang=en) - [Why can't I export from the snapAddy BusinessCards app to my CRM?](https://portal.snapaddy.com/knowledge/why-cant-i-export-from-the-snapaddy-cardscanner?hsLang=en) #### snapAddy VisitReport VisitReport enables the creation of digital visit reports with individual questionnaires. Perfect for trade shows, events, and customer meetings where structured information needs to be captured. Reports can contain multiple contacts and are exported as a complete package to the CRM. **Important Links:** - [How do I export the visitor reports from the VisitReport app?](https://portal.snapaddy.com/knowledge/how-do-i-export-the-visitor-reports-from-the-visitreport-app?hsLang=en) - How do I export visitor reports from the snapAddy dashboard? - [Guide for VisitReport Admins](https://portal.snapaddy.com/knowledge/guide-for-visitreport-admins?hsLang=en) #### snapAddy LeadResearch LeadResearch is the browser extension for professional data enrichment and maintenance. Capture contacts directly from business socials, company websites, or email signatures and enrich existing CRM records with current information. **Important Links:** - [How can I install snapAddy LeadResearch?](https://portal.snapaddy.com/knowledge/how-can-i-install-snapaddy-dataquality?hsLang=en) - [How do I complete the contact person data in snapAddy LeadResearch?](https://portal.snapaddy.com/knowledge/how-do-i-complete-the-contact-person-data-in-snapaddy-dataquality?hsLang=en) ### Important Notes - **Permissions:** Ensure that your users have the necessary rights in the CRM - **Duplicate Detection:** snapAddy offers intelligent duplicate checking to avoid data duplication - **Updates:** The CRM connection is regularly checked for validity - **Security:** All connections are transmitted encrypted (GDPR-compliant) - **Cross-Product:** A CRM connection can be used by all snapAddy products ### General Troubleshooting **Connection fails:** - Check your access credentials - Ensure that your CRM is accessible (no firewall blocking) - For API tokens: Check if the token is still valid - Contact your CRM administrator for permission checks **Export does not work:** - Check the CRM connection in the settings - Ensure that all required fields are filled in - Read through the error message displayed to you - Check the CRM permissions for your user - Contact support or your Customer Success Manager for mapping adjustments **Fields are not filled correctly:** - Check the CRM mapping - Contact support or your Customer Success Manager for mapping adjustments If you have more questions, feel free to contact our support under [support@snapaddy.com](mailto:support@snapaddy.com) or your Customer Success Manager. - [Global Settings](https://portal.snapaddy.com/knowledge/global-settings?hsLang=en#main-content) - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/global-settings?hsLang=en#frequently-asked-questions-faq) - [Profile Settings](https://portal.snapaddy.com/knowledge/global-settings?hsLang=en#profile-settings) - [User Management](https://portal.snapaddy.com/knowledge/global-settings?hsLang=en#user-management) - [General Settings](https://portal.snapaddy.com/knowledge/global-settings?hsLang=en#general-settings) - [Video Tutorials](https://portal.snapaddy.com/knowledge/video-tutorials?hsLang=en#main-content) - [snapAddy VisitReport](https://portal.snapaddy.com/knowledge/video-tutorials?hsLang=en#snapaddy-visitreport) - [snapAddy LeadResearch](https://portal.snapaddy.com/knowledge/video-tutorials?hsLang=en#snapaddy-leadresearch) - [snapAddy BusinessCards](https://portal.snapaddy.com/knowledge/video-tutorials?hsLang=en#snapaddy-businesscards) - [snapAddy Quick Tips](https://portal.snapaddy.com/knowledge/video-tutorials?hsLang=en#snapaddy-quick-tips) - [CRM Integrations](https://portal.snapaddy.com/knowledge/video-tutorials?hsLang=en#crm-integrations) - [CRM Integrations](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#main-content) - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#frequently-asked-questions-faq) - [CRM System integration (Mapping)](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#crm-system-integration-mapping) - [Salesforce](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#salesforce) - [MS Dynamics 365 CRM](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#ms-dynamics-365-crm) - [SAP Sales Cloud](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#sap-sales-cloud) - [HubSpot CRM](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#hubspot-crm) - [Pipedrive](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#pipedrive) - [Sugar CRM](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#sugar-crm) - [Suite CRM](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#suite-crm) - [SAGE CRM](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#sage-crm) - [Close CRM](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#close-crm) - [weclapp](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#weclapp) - [snapAddy API](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#snapaddy-api) - [Zapier](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#zapier) - [snapAddy BusinessCards](https://portal.snapaddy.com/knowledge/snapaddy-businesscards?hsLang=en#main-content) - [Frequently asked questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-businesscards?hsLang=en#frequently-asked-questions-faq) - [First steps](https://portal.snapaddy.com/knowledge/snapaddy-businesscards?hsLang=en#first-steps) - [Export](https://portal.snapaddy.com/knowledge/snapaddy-businesscards?hsLang=en#export) - [Digital business cards](https://portal.snapaddy.com/knowledge/snapaddy-businesscards?hsLang=en#digital-business-cards) - [BusinessCards Quick Tips](https://portal.snapaddy.com/knowledge/snapaddy-businesscards?hsLang=en#businesscards-quick-tips) - [snapAddy VisitReport](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#main-content) - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#frequently-asked-questions-faq) - [Working with the VisitReport app](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#working-with-the-visitreport-app) - [Working within the VisitReport Dashboard](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#working-within-the-visitreport-dashboard) - [Export (CRM, PDF, Excel ...)](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#export-crm-pdf-excel) - [Inventory Data](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#inventory-data) - [Video instructions](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#video-instructions) - [E-Mail Integration](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#e-mail-integration) - [Meetings](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#meetings) - [VisitReport Quick Tipps](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#visitreport-quick-tipps) - [Questionnaire](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#questionnaire) - [snapAddy LeadResearch](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch?hsLang=en#main-content) - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch?hsLang=en#frequently-asked-questions-faq) - [Installation and Setup](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch?hsLang=en#installation-and-setup) - [Working with contact data](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch?hsLang=en#working-with-contact-data) - [Exporting the contact data](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch?hsLang=en#exporting-the-contact-data) - [LeadResearch in Chrome & Edge](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch?hsLang=en#leadresearch-in-chrome-edge) - [LeadResearch in your CRM System](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch?hsLang=en#leadresearch-in-your-crm-system) - [Technical requirements](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch?hsLang=en#technical-requirements) - 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