How to Export Contacts to Your CRM
Sync your NexaLink contacts with your sales CRM
NexaLink works great as a standalone CRM, but if your team uses Salesforce, HubSpot, or another platform, you can export your contacts seamlessly to keep everything in sync.
Before You Start
- NexaLink CRM account with contacts
- CRM account (Salesforce, HubSpot, etc.)
Step-by-Step Guide
Choose Your CRM
Go to NexaLink Settings and select Integrations to see supported CRM platforms.
Authenticate Your Account
Click Connect and sign in to your CRM account to authorize the integration.
Map Contact Fields
Map NexaLink fields (name, email, phone, tags) to the corresponding fields in your CRM.
Choose Sync Mode
Select one-way (NexaLink to CRM), two-way, or manual export depending on your workflow.
Export and Verify
Run the initial export and verify that contacts appear correctly in your CRM.
Why This Matters
AI Follow-up Suggestions
Get smart reminders on who to contact and when.
Relationship Scoring
See which connections need attention at a glance.
Context Recall
Never forget where you met someone or what you discussed.
Network Analytics
Weekly insights on your network health.
Pro Tips
Expert advice to get the most out of this workflow
Related Features
Smart follow-up suggestions
Track connection strength
Remember every conversation
Track where you met contacts
Network health reports
Auto-fill contact details
Frequently Asked Questions
How does relationship scoring work?
Our AI analyzes interaction frequency and engagement to score each relationship.
Will it remind me to follow up?
Yes! Smart suggestions based on relationship score and time since last contact.
Does it sync with other NexaLink apps?
Yes! Scanner and Digital Card contacts sync automatically.
Ready to Try It?
Follow this guide and export contacts to crm in just 15 minutes setup.
