CRM mapping: the bridge between snapAddy and your CRM
CRM mapping refers to synchronizing snapAddy fields with your CRM system. It determines how contact information is transferred. Correct mapping ensures data quality, efficient workflows, and a clean CRM. It defines the field assignment and can set default values automatically (for example, campaign IDs or user IDs).
Different customizations are possible depending on the product: BusinessCards needs simple contact data mapping, VisitReport needs advanced mappings for questionnaires and events, and LeadResearchs needs special mappings for data enrichment.
Correct mapping ensures structured, complete, and consistent data transfer without any data loss.
Standard mapping: ready to use out of the box
For every CRM system, snapAddy provides standard fields that can be synchronized automatically. These typically include:
- Name (first and last name)
- Company/organization
- Phone number
- Email address
- Address (street, postal code, city, country)
- Position/title
Every snapAddy customer has a standard interface to the supported CRM systems available. You can connect directly and export leads, contacts, or accounts, entirely without any additional configuration. However, for most use cases we recommend an individual CRM mapping (see the next section).
You can find a complete overview of the fields that are transferred by default here: Which fields can I export to the CRM by default?
Individual CRM mapping
If you want to fill more than just the standard contact fields, an individual system integration (mapping) lets you cover use cases such as the following.
Examples of an individual mapping:
- Connect fields in snapAddy with (additional) fields in your CRM that differ from the CRM standard.
- Fill custom fields in your CRM system with information such as "product interest, industry, project start" and more.
- Would you like follow-up activities such as a meeting or a task to be created automatically in your CRM? With snapAddy, you can create tasks, meetings, notes, campaigns, and other entities.
- Information that you have captured with snapAddy VisitReport as part of a custom questionnaire can be stored in a structured way in the existing fields in your CRM (for example, single- and multiple-choice selections or signatures).
Depending on the CRM system, certain limitations may apply; the snapAddy team will let you know about these after consultation.
How do I get an individual CRM mapping?
If you want to fill more than just the standard contact fields, contact the snapAddy team for an individual quote. Our experts are happy to advise you on the options and will work together with you to create a mapping tailored to your requirements.
Depending on the CRM system, certain limitations may apply. The snapAddy team is happy to discuss these with you in detail.
The mapping process: how implementation works
At snapAddy, creating an individual CRM mapping follows a structured, efficient process that usually takes only 4 weeks:
Week 1: onboarding and data collection
It starts with the snapAddy onboarding, during which our support team guides you thoroughly. In this first week, you provide us with all the required documents in full:
- Field definitions: an overview of all the fields in your CRM system that are to be filled. Where can I download the field definitions?
- Excel customer specification: your individual mapping requirements in a structured form. Depending on the solution you use, you will find the required information here:
- VisitReport master template: this template, containing all the desired questions and fields, is required only for snapAddy VisitReport mappings. If you use only DataAgents, this point does not apply.
Important note: the two-week development phase only begins once all the required documents are available in full. Providing all documents on time and in full is therefore crucial for an on-schedule go-live.
Weeks 2–3: development by snapAddy
Over the following two weeks, our development team builds the system integration (mapping) according to your specifications. During this phase, we take care of the technical implementation so that you can focus on your day-to-day business.
Week 4: testing and go-live
In the fourth week, you test the finished mapping extensively in your own environment. You can check whether all fields are filled correctly and whether the corresponding tasks are created. After a successful test phase, your individual mapping is ready to use, for example in time for the start of your next trade show or event.
This proven process ensures that your mapping is implemented on schedule and according to your requirements. The snapAddy team supports you with advice and hands-on help throughout the entire process.
If you would like to know which information you need for the mapping, feel free to click on one of the following links:
Even more options: DataAgents
For particularly complex requirements, snapAddy additionally offers DataAgents. These enable even more extensive automation, multi-step business processes, and the integration of several systems. Because of the higher complexity, developing a workflow integration usually takes about 3 months.
Discuss with your snapAddy contact or Customer Success Manager whether an individual mapping covers your requirements or whether a workflow integration is the better solution for you. You can find more information in our article:
→ What are workflows and how do they work?
Summary: which option is right for you?
- Standard mapping: available immediately, for basic contact data transfer
- Individual mapping: 4 weeks of development time, ideal for most use cases
- Workflow integration: about 3 months of development time, for particularly complex requirements
If you still have questions, please contact us at support@snapaddy.com or reach out to your Customer Success Manager.