How CRM Sync Works
Capture contacts and automatically push them to your CRM in three simple steps.
Scan or Capture
Scan a business card, QR code, or manually add contact details using HeyDrop's mobile app or web interface. Our AI extracts all information instantly.
Review & Enrich
Review extracted data with AI confidence indicators. Add custom fields, notes, tags, or lead scores before sync. Customize data for your workflow.
Auto-Sync
Contacts sync automatically to your connected CRM in real-time. Duplicate detection prevents duplicate entries. Updates merge with existing profiles seamlessly.
50+ CRM Integrations
HeyDrop works seamlessly with your existing CRM and sales stack.
Salesforce
Push contacts directly to standard objects and custom objects. Full field mapping support.
HubSpot
Real-time contact sync with lead scoring and custom properties support.
Pipedrive
Automatic deal creation and contact association with pipeline stage mapping.
Microsoft Dynamics 365
Native integration with D365 accounts, contacts, and custom entities.
Zoho CRM
Full Zoho sync with lead conversion and automation support.
Copper
Real-time contact and company sync with automatic company matching.
Close
Automatic contact creation with lead assignment and activity logging.
Freshsales
Push contacts with full custom field support and lead distribution.
HubSpot Free
Works with HubSpot's free plan for contact sync and basic automation.
More Platforms
Plus Insightly, Agile CRM, Base, Streak, Gong, Apollo, and 40+ more platforms via API.
Powerful Sync Features
Advanced capabilities to streamline your contact pipeline.
Real-Time Synchronization
Contacts sync instantly to your CRM within seconds of capture. No delays, no batches. Each contact appears in your pipeline immediately, ready for follow-up.
Intelligent Deduplication
Our AI automatically detects and merges duplicate contacts based on email, phone, name, or custom fields. Prevents duplicate entries and ensures data quality.
Custom Field Mapping
Map any HeyDrop field to any CRM field, including custom properties, deal fields, and custom objects. No coding required. Configure once, use forever.
Data Preview & Editing
Review extracted contact data before sync. Add notes, assign tags, adjust information, or append custom data. Full control before data hits your CRM.
Lead Scoring & Qualification
Automatically assign lead scores based on company, job title, or custom criteria. Pre-qualify contacts and route to appropriate sales reps automatically.
Team Collaboration
Multiple team members sync to the same CRM account. Track who captured each contact with timestamps. Set granular permissions for sync access.
Sync Rules & Automation
Create custom rules for automatic sync based on contact attributes. Skip sync for certain contacts, assign campaigns, or trigger CRM workflows automatically.
Sync History & Audit Log
Complete visibility into every sync operation. See what data was synced, when, and to which CRM field. Full audit trail for compliance and troubleshooting.
Simple & Secure Authentication
Multiple authentication options to fit your security requirements.
OAuth 2.0
Click-to-connect integration for most platforms. Grant HeyDrop access with your CRM credentials. Secure and industry-standard.
API Keys
Generate API keys directly in your CRM. Provide the key to HeyDrop for direct API integration. Full control over permissions.
Webhooks
Set up webhook endpoints for your infrastructure. Contacts are pushed via secure webhook to your custom systems.
Single Sign-On
Enterprise SSO support for Microsoft Entra ID, Okta, and other identity providers. Centralized access management.
CRM Sync for Every Team
Streamline contact capture and pipeline building across your organization.
Sales Teams
Capture prospects at events and push directly to your sales pipeline. Eliminate manual data entry and get deals moving faster.
Recruitment Teams
Scan candidate details at job fairs and sync directly to your ATS. Build talent pipelines instantly without spreadsheet work.
Event Organizers
Auto-sync attendee contacts to your CRM for follow-up campaigns. Track attendee engagement and ROI per event automatically.
Networking Professionals
Build your professional network with CRM-ready contacts. Every handshake becomes a trackable relationship in your CRM.
Real Estate Agents
Capture client details at open houses and listings. Auto-sync to your CRM with property associations and follow-up sequences.
Enterprise Teams
Multi-team sync with centralized governance. Sync to multiple CRM instances with permission-based controls and compliance reporting.
Real-World Impact
See how companies use HeyDrop CRM Sync to accelerate pipeline growth.
Case Study: Tech SaaS Sales Team
Challenge: Sales reps were manually entering 80+ new contacts per event into Salesforce. Data entry took 2-3 hours per event, and entries were often incomplete or duplicated.
Solution: Deployed HeyDrop with Salesforce CRM Sync across the 8-person sales team. Each rep scans business cards at events. Contacts auto-sync to Salesforce with automatic deduplication and lead scoring.
Results:
- 94% reduction in manual data entry time (from 2.5 hours to 9 minutes per event)
- 87% improvement in data accuracy (from 73% to 98% complete profiles)
- 68% increase in follow-up speed (contacts in pipeline within 30 seconds vs. next business day)
- 41% more qualified deals closed per quarter (due to faster follow-up)
- Complete audit trail of all captured contacts and sync operations
Annual Impact: 1,248 more qualified deals, $8.4M additional pipeline, 156 hours of sales rep time reclaimed for selling.
Complete Your Contact Strategy
CRM Sync works best when combined with other HeyDrop products.
Frequently Asked Questions
Which CRM platforms does HeyDrop integrate with?
HeyDrop integrates with major CRM platforms including Salesforce, HubSpot, Pipedrive, Microsoft Dynamics 365, Zoho CRM, and more. We support both direct API integrations and standard CRM connectors. Contact our team for a complete list of supported platforms.
How quickly are contacts synced to my CRM?
Contacts are synced in real-time. When you capture a contact via business card scanning, QR code, or manual entry in HeyDrop, the data is automatically pushed to your CRM within seconds. No delays, no manual steps required.
What happens if a contact already exists in my CRM?
Our intelligent deduplication system automatically detects existing contacts in your CRM and updates their profiles instead of creating duplicates. You can configure merge rules based on email, phone, name, or custom fields to ensure data accuracy.
Can I map HeyDrop fields to custom CRM fields?
Yes. HeyDrop allows you to create custom field mappings for each CRM integration. Map extracted contact data to any field in your CRM, including custom fields, deal properties, custom objects, and more. No coding required.
Do I need an API key to set up CRM sync?
Setup depends on your CRM platform. Most integrations use OAuth 2.0 authentication (click-to-connect) or pre-built connectors. For enterprise platforms or custom integrations, API keys or OAuth tokens may be required, but our integration team can guide you through the process.
Can multiple team members sync to the same CRM account?
Yes. Multiple team members can scan contacts and sync to the same CRM instance. Each contact includes source and timestamp information, and you can set team-based permissions for who can access and modify synced data.
What data is synced to my CRM?
Standard contact data is synced: name, email, phone, company, job title, address, notes, and any custom fields you configure. You can choose which fields to sync for each integration. Sensitive data can be excluded per your security requirements.
Is there a way to preview contacts before syncing to my CRM?
Yes. You can review and edit contacts in HeyDrop before they sync. Our AI extraction shows confidence levels for each field. You can correct any information, add notes, or assign tags before the data is pushed to your CRM.