Connect to your CRM

Are you ready to connect mTap to your CRM? It is a easy as 1-2-3!

Step 1: Click on Integrations on the left-hand menu. 

Step 2: Select your CRM of choice, including Salesforce, HubSpot, Keap, and many more!

Step 3: Enter your credentials. 

That’s all there is to it. 

You are now connected with your CRM and all your leads and contacts will go directly to your CRM as they are captured through your mTap first contact platform.

But wait! What if you are not currently using a CRM?

That’s no problem! You can still take advantage of the power of mTap to easily download your contacts and leads.

Step 1: Click Leads/Contacts on the left-hand menu.

Step 2: Search for leads and contacts by their name, message or contact number.

Step 3: Select the date range to sift through your contact and leads list to analyze swiftly.

Step 4:  Tap on Download Leads/Contacts to download a CSV file to your device.

Step 5: Launch the CSV file to review your contact or lead information in a spreadsheet.

You can access your complete mTap contact and lead database on your phone as well as from your desktop/laptop device.

Up next, let’s take a look at your powerful Networking Hub.