Help/Integrations

Not built yet. This page describes what is planned, so you know what is coming and can tell us if it is wrong. Nothing here works today.

CRM integrations

Sending each new lead to the system where your business already keeps its contacts.

This page covers Zapier, which isn’t built yet, so you know what’s coming. Google Sheets and HubSpot have their own articles: see Google Sheets and HubSpot.

The idea

A lead captured on your card appears in your CRM by itself, within moments. No CSV, no copy-paste, no forgetting. Every lead still lands in TapX first, with consent recorded.

Coming soon

• Zapier: A TapX app on Zapier, which reaches Pipedrive, Zoho CRM, Salesforce and thousands of other tools. Pipedrive, HubSpot and Google Sheets work on Zapier’s free plan; Zoho CRM and Salesforce need a paid Zapier plan, which you hold.

Who gets it

Zapier is part of a team plan at first. Google Sheets and HubSpot come with every TapX account at no monthly cost.

What it will send

The same as Google Sheets: only leads who ticked the box to be contacted, with the same details, and never your sign-in email.

The marketing answer travels as its own field, so your marketing tool can check it before sending anything.

What it will not do

TapX doesn’t take a lead back once it is in your tool. If you delete a lead in TapX, delete it in your sheet or CRM too; TapX doesn’t do that for you. Nothing comes back from your tool into TapX.

Today

Connect Google Sheets or HubSpot, or use Download CSV on your Leads page and import it. Pipedrive, Zoho CRM and Salesforce all accept a CSV import. See Exporting and deleting leads.

Still stuck? Email hello@tapx.sg and a person will answer.