Field mapping
Map every field, including your own questions.
Choose which CRM field each lead form field fills, custom questions included. Set it once and every new lead follows it.
- Standard and custom fields
- One mapping per CRM
Integrations
Your CRM, finally up to date.
Salesforce, HubSpot, Zoho CRM, Pipedrive, Veeva Vault and Odoo, or 5,000+ apps through Zapier. Each lead lands with the rep who met them.
Native integrations
Connect once. Every new lead follows.
SalesforceCreates Leads
New leads land as Salesforce Leads, owned by the rep who met them.
HubSpotCreates Contacts
Leads sync to HubSpot as Contacts, with your field mapping.
Zoho CRMCreates Leads
Every captured lead becomes a Zoho CRM Lead.
PipedriveCreates People and Leads
Tap adds the person and opens a lead in Pipedrive.
Veeva VaultLife sciences
Connect Tap to Veeva Vault for life sciences teams.
Zapier5,000+ apps
Send new leads to spreadsheets, chat, email tools and more.
OdooLeads or contacts
Sync to your own Odoo 16 to 19 as a lead, opportunity or contact.
SlackAlerts
Post hot leads and team alerts to the Slack channels you choose.
Google CalendarPer member
A reminder to record before each meeting, and meeting action items on your calendar.
Set it up once.
Mapping, owners and departments, then it runs on its own.
Owners and departments
Each lead goes to the right place.
Connect a CRM for the company, a department or one rep. Tap matches the owner by email.
- Owner matched by email
- A CRM per department
Zapier
And 5,000+ more apps.
Start a Zap with every new lead: add a row, post in a channel or add them to a list.
- No code
- Runs on every new lead
Questions
Can't find your answer? Visit the Help Center.
Which CRMs does Tap work with?
Salesforce, HubSpot, Zoho CRM, Pipedrive, Veeva Vault and Odoo, plus 5,000+ apps through Zapier. Slack gets your lead and team alerts, and Google Calendar reminds each rep to record and holds their meeting action items.
What does Tap create in my CRM?
A Lead in Salesforce and Zoho CRM, a Contact in HubSpot, a Person with a Lead in Pipedrive, and a lead, opportunity or contact in Odoo, your choice.
Who becomes the owner?
Tap matches the rep's email to a CRM user, so the lead belongs to the rep who met them.
Can each department use its own CRM account?
Yes. Connect a CRM for the whole company, a department or one rep. Each lead goes to the closest connection.
Can I map custom fields?
Yes. Map any lead form field, including your own questions, to a CRM field.
We use a CRM you don't list.
Book a call. We build custom integrations for Enterprise teams.
Book a demo
See Tap on your team's workflow.
Tell us about your team and we'll show you Tap with meetings like yours.