SYNDEYAGetting event contacts into your CRM.
Your CRM is only as good as what goes into it. The contacts your people meet at events are some of the most valuable, and the most likely to never make it in.
Why event contacts never reach the CRM
Typing a stack of business cards into Salesforce or HubSpot after a long trip is the job nobody does. When it does happen, the contact goes in without the part that matters: what you talked about, how interested they were and what you promised. By then, the details are fading.
What good CRM integration looks like
- Capture once, at the moment you meet. Nobody should type the same contact twice.
- Context travels with the contact. Where you met, the event, and notes from the conversation.
- Automatic, not a weekly chore. New contacts should flow in as they're captured.
- The company owns the data. Contacts stay when someone leaves.
- An export for everything else. A clean file for any CRM, so you're never locked in.
How Syndeya connects to your CRM
HubSpot: connect your HubSpot account from the Syndeya desktop dashboard. On a company account, an owner or manager connects the company's HubSpot once, and new contacts your team captures are sent to it automatically. If you disconnect, contacts already in HubSpot stay there.
Salesforce and other CRMs: export your contacts from the dashboard as a file ready to import into Salesforce or any other CRM.
Capture happens in the phone app in about ten seconds: tap a Syndeya card, scan a business card, scan a QR code, type it in, or record a quick voice memo and let the AI fill in the details. Review and export happen on the desktop dashboard, where managers can see every new contact and event report.
Questions
Does Syndeya integrate with HubSpot?
Yes. Connect HubSpot from the Syndeya desktop dashboard and new contacts are sent to it automatically. On a company account, an owner or manager connects the company's HubSpot once for the whole team.
Does Syndeya work with Salesforce?
Yes, through export. Export your contacts from the Syndeya dashboard as a file ready to import into Salesforce or any other CRM.
How do I get business cards into my CRM?
Scan them with Syndeya when you meet someone. It becomes a contact with where and when you met and your notes attached, then sent to HubSpot automatically or exported for any other CRM.
Who owns contacts captured on a company account?
The company. Everything your people save on a Syndeya company account stays with the company when someone leaves.
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