Exporting Blinq contacts to any CRM using Zapier

Using Blinq's Zapier integration it's easy to export your Business contacts to Customer Relationship Management (CRM) tools in an automated or manual way.

To set up the Zapier integration you will need to have the involvement of the Blinq organization admin, the manager of your CRM account, and the manager of your Zapier account.

Note

If you are looking to set up CRM integration with a service that Zapier does not support please contact us at support@blinq.me

Note

This feature only works for Business Contacts at this point, not Personal Contacts. A Business Contact is created when a Team Card is shared with a user, and that user sends their contact details back to the owner of the Team Card.

Capabilities supported in Blinq

Automated exporting of new contacts
Export all existing contacts
Fine grained control over which contacts are exported and when

Setup

Creating a Zap in Zapier

Zaps are Zapier's way of connecting two services together so that that they can share information. To create a Zap that will connect Blinq to your CRM:

Log in to Zapier
Click Create Zap
Search for Blinq in the trigger section and select the Blinq trigger
Select New Contact in the Trigger Event dropdown
Click Continue
Click Sign in to Blinq

This will open a new window that asks for your ID and token. We will need to get this information from your account in Blinq so let's do that now.

Step 2

Step 3

Step 4

Step 6

Authenticating with Blinq

Navigate to https://dash.blinq.me in a seperate browser tab
If you aren't logged in to Blinq you will need to do so
Click on your workspace in the top left of the screen
In the dropdown click Settings
Under the Integrations page you should see Export Contacts which contains a ID and Token. You will need to generate the token by clicking Generate
Copy the ID and Token and navigate back to the Zapier window. Paste the ID and Token in the corresponding fields.
Click Yes, Continue
Once your credentials are verified the window will close. Navigate back to the Zapier tab and click Continue

Steps 3 - 4

Steps 5 - 6

Testing the Blinq trigger

In Zapier a trigger is the service sharing it's information, in this case Blinq is the trigger since it is sharing the contact with your CMS. Zapier will now ask you to test the trigger to ensure a contact can make it from Zapier to you CRM.

1. Click Test Trigger

2. You should see some contact information appear. Click Continue

Note

If you don't have any contacts for your business you will receive an error stating that A New Contact could not be found. To continue click Skip Test and then confirm this is what you would like to do when the popup appears. This will not cause any problems when you set up the rest of the Zap. You should now see some test data appear. Click Continue.

Zapier will now ask you to select an Action. Think of actions as what you would like to do with the Contact data from Blinq. In this case it will most likely be creating a contact in your CRM.

3. Search for the CRM that you would like to send the contact information to

4. Click Continue

From here on out we will cover how to set up an action with HubSpot, however the steps will be very similar for other services, including Salesforce, Outlook, and Google Contacts. Now that you have the trigger set up it's easy to sync your Blinq contacts with any of the tools listed on Zapier.

Step 1

Step 2

Steps 3 - 4

Setting up an action (HubSpot)

This section will go over how to create contacts in HubSpot.

Click the Choose an event dropdown
Click Create Contact (other CRM products should offer the same action event)
Click Continue
Click Sign in to HubSpot
This will open a new window where you will be asked to enter your HubSpot account details to log in. After logging in select your account and click Choose Account
Click Connect app to give Zapier access to your HubSpot account
This will close the window. Navigate back to the Zapier tab and click Continue
Zapier will now ask you to set up the action. This just means mapping the contact fields in a Blinq contact (e.g. first_name) to the contact fields in HubSpot
Once you have mapped all the fields you care about scroll down and click Continue
Now click Test & Continue
Finally click the toggle button at the bottom of the screen to turn your Zap on. If you don't turn it on now you can turn it on anytime on the Zapier dashboard

You may encounter the following warning when mapping the fields (Steps 8 and 9). This is just to let you know that a contact will actually be created in HubSpot when you click Test & Continue (Step 10). If you are OK with this than you can go ahead and test, otherwise you can click Skip Test instead of Test & Continue.

Note

Not all of the fields in a HubSpot contact will have corresponding fields in the Blinq contact. However you don't need to map every field, just those that are important to your team, e.g. First Name, Last Name, Email Address, ect.

Note

Due to limitations in Zapier we currently only support the Create Contact action event. Contacts are not updated in your CRM if they are updated in Blinq. We recommend using our direction integrations with Salesforce and HubSpot if applicable as these offer live sync functionality and are far easier to set up. If you would like direct integrations with CRMs other than Salesforce and HubSpot please contact us at support@blinq.me.