Haystack can integrate with most CRMs using webhooks, either directly or through automation platforms that support webhook functionality.
When a business card is scanned in the Haystack app, the contact details are sent to your specified webhook URL. The webhook URL can then trigger automated actions in your CRM (like creating a new contact or lead) based on your automation setup.
Setting Up the Integration
Step 1: Create Your Webhook URL
Option A: Use your CRM’s built-in webhook feature, then copy the provided URL
Option B: Use a third-party automation platform like the examples below, then copy the generated URL
Refer to our guides for Zapier and Make or to your platform’s documentation for instructions to generate a "listening" webhook URL.
Step 2: Haystack Admin Dashboard
Open Haystack's Admin Dashboard
Click "Integrations"
click "Webhook"
Type a "Label" name, paste the "Webhook URL", and click "create"
Step 3: Set Up Workflows in Your CRM or Automation Tool
Return to your CRM or third-party automation platform to define how to handle incoming data, like the examples below:
Create a new Contact or Lead
Update a Contact or Lead
Most platforms let you read the incoming data and match each piece (like name or email) to the right fields in your CRM.