Integrating TapMo with Your CRM (Salesforce, HubSpot, etc.)

Salespeople hate data entry. It’s a fact. You come back from a trade show with 50 cards, and they sit in a pile on your desk for weeks because typing them into the CRM is boring. TapMo solves the "Business Card Black Hole."

The "One-Click" Save

When you exchange info using TapMo, you can capture the other person's details via the "Connect" form. These leads are stored digitally in your TapMo dashboard.

Export to CSV

For small teams, you can simply download your new leads as a CSV file at the end of the week and upload them to Excel or your email marketing list.

Zapier & Direct Integrations

For power users, TapMo can connect to tools like Zapier.

• Scenario: You meet a client -> They fill out your TapMo form -> Zapier automatically sends that contact to HubSpot -> Your email system sends them a "Nice to meet you" email.
• Result: You nurtured a lead before you even left the building.

Stop losing leads to laziness. Automate your follow-up process and watch your conversion rates soar with TapMo.