Syncing your Haystack contacts with a CRM requires a paid Haystack subscription. Syncing your CRM via Zapier is likely to require a paid Zapier subscription too. Before you begin, you can also achieve the same CRM sync by using Make.com instead. Make.com enables this sync on their free tier.
Step 1: Connect Zapier to Haystack
Go to https://zapier.com/ and sign up for the Professional plan
Click the + Create button on the top left to Create Zap
On the Choose a Trigger App page, click Webhooks by Zapier
In the Event field, choose Catch Hook then click Continue
On the Set up trigger screen, click Continue
On the Test trigger screen, click Copy (see also our query parameters article for advanced features) and send the URL to your phone
Open the Haystack app on your phone
Go to Settings (three lines at the top left on Android or bottom right on iPhone)
Tap on your company's name
Tap Zapier
Paste the Zapier webhooks URL into the textbox, make sure Send test message is checked, and tap Continue
Return to Zapier on your computer and click Test trigger
You should get a We found a request! message
Choose the most recent request and click Continue
Step 2: Connect to your CRM
On the Action setup screen, select your CRM (this example uses HubSpot)
Choose an event (e.g. Create contact) and click Continue
Click Sign in to sign in to your CRM account
Click Connect app and then click Continue
In the Action configure screen, select the desired fields from your scanned cards by clicking +, and select the corresponding field in the Webhooks list
e.g. In the email field, select email 1 from the dropdown list
Repeat this process for each field
Click Continue
Click Test action
Click Publish zap then click Publish & turn on
Note: To further customize your integration, check out our advanced article How to set up query params.