How to integrate Getlancey with your CRM for seamless data flow

If you’re tired of copy-pasting leads or toggling between tools to keep your sales pipeline up-to-date, you’re in the right place. This guide is for folks who want their CRM and Getlancey to actually talk to each other—so that data flows automatically, not just in theory. I’ll walk you through the process, flag the pain points, and share what to skip entirely. Whether you use HubSpot, Salesforce, or something less famous, you’ll find practical advice here.

What is Getlancey, and Why Bother Integrating?

Getlancey is a platform that helps you find and qualify leads. The pitch: more relevant prospects, less grunt work. But if those leads just sit in Getlancey, they’re not helping your sales team. Integrating Getlancey with your CRM means leads show up where your team already works—no more manual imports, and less risk of missing follow-ups.

Here’s the blunt truth: most integrations sound “seamless” on marketing pages but are a hassle in real life. You’ll probably hit a snag or two, and some features just won’t work the way you hope. But with a little prep and the right setup, you can save hours every week.

Step 1: Map Out What You Actually Need

Before you even touch settings, get clear on your goals:

  • What data do you want to sync? Just contact info, or also notes, tags, campaign source, etc.?
  • How often should sync happen? Real-time (rare), hourly, daily, or manual triggers?
  • Which way does data flow? Just Getlancey → CRM, or also CRM → Getlancey?

Pro tip: Don’t try to sync everything. Start with the basics (name, email, company, phone). You can always add more fields later.

What to ignore: Fancy features like “AI-powered enrichment” or “360-degree views” in the integration docs. Focus on getting the basics reliable before layering on bells and whistles.

Step 2: Check Your CRM’s Integration Options

Not all CRMs are created equal. Some have native Getlancey integrations, some work with third-party connectors, and some require custom coding.

  • Native Integration: Easiest, if available. Usually found in your CRM’s marketplace or Getlancey’s settings.
  • Zapier/Make (Integromat): Good for most cloud CRMs (think HubSpot, Pipedrive, Zoho). These no-code tools connect Getlancey to hundreds of apps with “zaps” or workflows.
  • API: For folks with dev resources, direct API integration is most flexible—but also most work.
  • CSV Import/Export: Old-school, but it works. Not “seamless,” but sometimes it’s all you’ve got.

Reality check: If your CRM isn’t on Getlancey’s official list, don’t panic. Zapier or a manual CSV process can still get the job done, just with a bit more elbow grease.

Step 3: Prep Your Getlancey and CRM Accounts

Before building any connections, make sure you have:

  • Admin rights on both platforms. (No, your sales rep login probably won’t cut it.)
  • API keys or tokens (if you’re going the API route).
  • A test account or sandbox in your CRM, if possible. Avoid flooding your real pipeline with test data.

Pro tip: Take five minutes to back up your CRM data before syncing. Integrations can (and do) mangle records if misconfigured.

Step 4: Set Up the Integration

Here’s how to actually connect the dots. I’ll cover the three most common approaches.

Option A: Native Integration

  1. Find the integration: In Getlancey, look for “Integrations” or “Connected Apps” in your account menu.
  2. Select your CRM: Choose from the list (e.g., HubSpot, Salesforce, etc.).
  3. Authenticate: Log in to your CRM when prompted and grant permissions.
  4. Map fields: Decide which Getlancey fields sync to which CRM fields. Stick to essentials for now.
  5. Test it: Push a single lead and confirm it shows up as expected.

What works: Fast setup, less breakage, usually includes some support if things go wrong.

What doesn’t: Field mapping is often basic. Custom fields or tags may not sync perfectly.

Option B: Zapier or Make (No-Code Automation)

  1. Sign up for Zapier or Make: Free tiers usually work for testing.
  2. Create a new workflow (“Zap” or “Scenario”):
  3. Trigger: “New lead in Getlancey.”
  4. Action: “Create contact/deal in CRM.”
  5. Connect your accounts: You’ll need API keys or OAuth logins for both.
  6. Map your fields: Again, start simple—name, email, company.
  7. Test with sample data: Before turning it on for real.

What works: Flexible, works with less popular CRMs, lets you add extra steps (e.g., send a Slack alert).

What doesn’t: Can get confusing fast if you try to sync too many fields. Zapier’s “multi-step” automations often require a paid plan.

Option C: Manual CSV Import/Export

  1. Export leads from Getlancey: Usually as a CSV file.
  2. Format your file: Make sure column headers match your CRM’s requirements.
  3. Import into your CRM: Use the CRM’s import tool—most have a wizard for this.
  4. Check for duplicates: Most CRMs offer deduplication tools; use them.

What works: No setup cost, no tech skills needed.

What doesn’t: Not automated. Easy to forget, and data can get stale fast.

Pro tip: If you’re stuck with CSV, set a recurring calendar reminder so you don’t let weeks go by without syncing.

Step 5: Test With Real Data (But Not Production Leads)

Don’t assume it works just because the setup wizard says “success.”

  • Push a handful of test leads through.
  • Have a teammate check the records in your CRM.
  • Verify that all key fields come across (name, email, company, notes).
  • Make sure no data is overwriting existing records by accident.

If things break, go back and check your field mapping. Nine times out of ten, that’s where issues pop up.

What to ignore: Don’t waste time troubleshooting advanced automations until the basics are solid.

Step 6: Automate (But Don’t Overcomplicate)

Once you’ve got basic syncing working, you can add:

  • Automatic tag syncing (e.g., source: Getlancey).
  • Lead assignment rules (e.g., round-robin to sales reps).
  • Trigger follow-up workflows (e.g., send a welcome email).

But do this in small steps. Over-automation is the fastest way to create a mess you’ll regret.

Step 7: Monitor and Maintain

Integrations break—APIs change, tokens expire, products update. Don’t set it and forget it.

  • Check sync logs weekly for errors or dropped records.
  • Update field mappings if you add new custom fields.
  • Review duplicate management regularly.

Pro tip: If you’re relying on Zapier or Make, set up error notifications so you know when something fails.

Honest Gotchas and Real-World Advice

  • Field mismatches are common. Don’t expect custom fields or picklists to match up perfectly between tools.
  • Data quality matters. Garbage in, garbage out. Clean your data before syncing, not after.
  • Support is hit-or-miss. Native integrations get you better support. Zapier or custom setups? You’re mostly on your own.
  • Manual syncs are fine—if you’re small. If you only get a few leads a week, don’t stress about full automation just yet.
  • Don’t buy extra tools unless you need them. The “integration platform” market is full of shiny dashboards you probably don’t need.

Wrapping Up: Keep It Simple, Iterate as You Go

Integrating Getlancey with your CRM isn’t rocket science, but it’s rarely as effortless as the sales decks claim. Start with the basics, test thoroughly, and only add complexity once you’ve got the fundamentals working. The best integrations are the ones you don’t have to think about—so keep it simple, automate where it actually saves time, and tweak as your workflow evolves. You’re better off with a reliable, boring sync than a flashy setup that breaks every other week.