mTap’s CRM Integration

To directly skip to the section on how to integrate your mTap Business Pro account with your favourite CRM, scroll down to the end of this article. 

To read about how you can leverage the mTap-CRM integration, read on!

mTap offers seamless integration with various Customer Relationship Management (CRM) systems such as HubSpot, RedTail, Salesforce, and Zoho. This integration facilitates the efficient transfer of contact information from mTap to these CRMs, ensuring data consistency and accuracy. Here’s how mTap’s data fields map to corresponding fields in different CRM systems:

• Efficiency: Automatically transfers contact details, reducing manual data entry.
• Consistency: Ensures uniformity across different CRM systems, enhancing data accuracy.
• Customization: Supports a wide range of fields, allowing for a personalized and comprehensive data transfer.
• Productivity: Streamlines the process of managing contacts, helping users focus on nurturing and maintaining relationships.

By understanding how mTap’s fields are mapped to various CRM systems, users can maximize their efficiency in managing and nurturing professional relationships. This integration is crucial for maintaining up-to-date and comprehensive contact information, ultimately supporting better networking and relationship-building efforts. Here’s how mTap’s data fields map to corresponding fields in different CRM systems:

Key Field Mappings:

1. Contact Name:
   • mTap: firstName, lastName
   • HubSpot: firstname, lastname
   • Keap: given_name, family_name
   • Salesforce: FirstName, LastName
   • Zoho: First_Name, Last_Name
   • RedTail: first_name, last_name
2. Contact Information:
   • Mobile:
     • mTap: mobile
     • HubSpot: Mobilephone
     • Keap: phone_numbers
     • Salesforce: MobilePhone
     • Zoho: Mobile
     • RedTail: phones[i].number
   • Email:
     • mTap: email
     • HubSpot: email
     • Keap: email_addresses
     • Salesforce: Email
     • Zoho: Email
     • RedTail: emails[i].address (email_type:1)
3. Company Details:
   • mTap: company
   • HubSpot: company
   • Keap: company
   • Salesforce: Company
   • Zoho: Company
   • RedTail: company_name
4. Address Information:
   • Street Address:
     • mTap: addressline1, addressline2
     • HubSpot: address
     • Keap: Street
     • Salesforce: Street
     • Zoho: Street
     • RedTail: street_address
   • City, State, Country, ZIP:
     • mTap: city, state, country, zip
     • HubSpot: city, state, country, zip
     • Keap: City, State, Country, PostalCode
     • Salesforce: City, State, Country, PostalCode
     • Zoho: City, State, Country, Zip Code
     • RedTail: city, state, country, zip
5. Additional Fields:
   • Website:
     • mTap: website
     • HubSpot: website
     • Keap: website
     • Salesforce: Website
     • Zoho: Website
     • RedTail: urls
   • Notes:
     • mTap: note, sharedNotes
     • HubSpot: hs_note_body
     • Keap: -
     • Salesforce: Note
     • Zoho: Note
     • RedTail: notes[i].body

To learn more on how to integrate your mTap Business Pro account with your favourite CRM, follow the respective guide. 

Link to the Guide on 'How to Integrate your mTap Profile with HubSpot CRM'

Link to the Guide on 'How to Integrate your mTap Profile with Salesforce CRM'

Link to the Guide on 'How to Integrate your mTap Profile with Redtail CRM'

Link to the Guide on 'How to Integrate your mTap Profile with Zoho CRM'