mTap offers NFC-enabled Digital Business Cards with a functionality-rich Contact Management System,that integrates seamlessly with various Customer Relationship Management systems. Here is a brief overview of mTap’s integration capabilities and a "How to Integrate Your mTap Profile With CRM" guide.
Access the ‘Menu’ page through the vertical three-lined icon on the bottom right corner of your mTap ‘Manage Profiles’ page, as encircled in the image.
- Once you are on the ‘Menu’ page, scroll down to the “CRM Integration” option (encircled) and select it.
- You will be taken to the “CRM Integration’ page.
mTap integrates with a range of CRMs and each quarter, our list grows.
- To connect with HubSpot, select HubSpot from the given options.
- Sign in to your HubSpot account through the overlay that appears.
- Follow the instructions shown on the screen and press the appropriate CTA buttons.
You can validate a successful mTap-HubSpot integration via. a green check mark right alongside the HubSpot option in the ‘CRM Integration’ screen.
To integrate HubSpot CRM on the Web platform, follow the guide here.
If you want to disconnect the CRM, follow these steps
- Click on HubSpot.
- You will be given the option to disconnect the HubSpot CRM in the overlay that appears.
- Select ‘Yes’ and your CRM will have been disconnected.
The same can be validated by the forementioned green check mark no longer being visible against HubSpot.
Streamline Your Networking with mTap and HubSpot CRM
mTap's seamless integration with HubSpot CRM revolutionizes professional networking and contact management. By automatically capturing and syncing contact details from digital business cards directly into your HubSpot CRM, mTap eliminates the need for manual data entry, reducing errors and ensuring your contact information is always up-to-date.
With instant access to accurate contact details, you can efficiently manage your follow-ups and engagements, leading to more streamlined and productive networking efforts. HubSpot's CRM capabilities further enhance your networking strategies by allowing you to easily segment contacts, enabling more personalized and targeted communication.
Gain Valuable Insights into Your Networking Effectiveness
mTap's integration with HubSpot CRM empowers you to track and analyze your networking activities like never before. HubSpot's robust analytics tools, combined with mTap's innovative networking solutions, provide you with valuable insights into your networking effectiveness.
Track interactions, measure engagement levels, and identify high-value connections. These insights empower you to make data-driven decisions, tailor your networking strategies, and foster more meaningful and productive relationships. By leveraging the combined power of mTap and HubSpot CRM, you can optimize your networking processes, enhance your productivity, and achieve better outcomes in your professional relationships.