If you’re juggling leads between your sales presentations and your CRM, you know the pain: copy-pasting info, lost follow-ups, and that sinking feeling you forgot to log something important. This guide is for sales and marketing folks who use Seidat and want leads to flow straight from their presentations into their CRM—without headaches, duct tape, or mystery errors.
Here’s a step-by-step, no-nonsense look at connecting Seidat with your CRM so you can actually trust your lead management process. We’ll cover what works, what doesn’t, and how to avoid common traps.
Why Even Bother Integrating Seidat With Your CRM?
Let’s be real: switching between tools slows you down and introduces mistakes. When you connect Seidat (the presentation platform) with your CRM, you can:
- Automatically add new leads captured during presentations.
- Sync activity (like who viewed what) to your sales pipeline.
- Save time and keep your data clean.
- Actually follow up on leads—because they’re not buried in someone’s inbox.
Is it worth the effort? If you’re dealing with more than a handful of leads a month, yes. If you’re a solo operator with five prospects, you can probably live without it.
Step 1: Get Clear On Your CRM Setup
Before you even touch Seidat, nail down what CRM you’re using and how you want leads to flow in. This isn’t just busywork—it determines what integration options you have.
Questions to ask yourself: - What CRM are you using? (HubSpot, Salesforce, Pipedrive, something else?) - Do you want new contacts, deals, or both created when someone interacts with a Seidat presentation? - Should Seidat activity update existing CRM records, or only create new ones? - Who needs to see this info—just sales, or marketing too?
Pro tip: Write this out. You’ll save yourself time and confusion later.
Step 2: Review Seidat’s Integration Options
Seidat isn’t a mega-platform with a hundred native integrations, but you’re not out of luck.
Here’s what you can actually use:
- Native integrations: Seidat has direct connections to a few CRMs (like HubSpot and Pipedrive). This is the easiest path if your CRM is supported.
- Zapier or Make (Integromat): If your CRM isn’t natively supported, you can use these workflow tools as glue. Not as elegant, but does the job.
- API: For tech-heavy teams, Seidat has an API. This is a last resort unless you have a developer who’s not already buried in other work.
What to ignore: Overhyped “universal connectors” that promise to work with everything. In practice, these often break or miss critical data.
Step 3: Connect Seidat To Your CRM
If You’re Using a Native Integration (e.g., HubSpot, Pipedrive)
- Go to Seidat’s Integrations Settings.
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Log in. Find “Integrations” in your workspace or account settings.
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Select Your CRM.
- Click on HubSpot or Pipedrive, then follow the “Connect” prompts.
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Usually, you’ll need to authenticate using your CRM admin account.
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Choose What To Sync.
- Most integrations let you pick what data to push—contacts, deals, activity logs, etc.
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Be specific. Don’t sync everything unless you want a messy CRM.
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Test It.
- Run a test by filling out a Seidat lead form or sharing a presentation.
- Check your CRM. Did a new contact appear? Did the activity get logged?
- Don’t skip this—catching issues here saves you pain later.
What works: Direct integrations are simple and reliable for basic lead flows.
What doesn’t: These connections can be rigid—custom fields or fancy workflows often aren’t supported. If you need heavy customization, skip to Zapier or API.
If You’re Using Zapier or Make (Integromat)
- Sign Up For Zapier or Make.
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Both offer free tiers that are fine for simple needs.
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Create a New “Zap” or Scenario.
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For Zapier, you’ll “Make a Zap.” For Make, it’s called a scenario.
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Set Seidat as the Trigger.
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Look for a Seidat connector. If you don’t see one, you’ll need to use webhooks (see below).
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Set Your CRM as the Action.
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Pick your CRM (e.g., Salesforce, Zoho, or others).
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Map Fields Carefully.
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Don’t just match “Name” to “Name.” Think about custom fields, lead source, etc.
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Test It.
- Always run a test to be sure data flows as expected.
If there’s no direct Seidat connector:
Most platforms let you use Webhooks. Seidat can send form data to a webhook URL, which Zapier or Make can catch.
- In Seidat, set your form to POST to a webhook URL (provided by Zapier/Make).
- In Zapier/Make, catch the webhook, then send the data to your CRM.
What works: Flexible and supports oddball CRMs. You can add logic—like only creating leads if the email isn’t already in your CRM.
What doesn’t: More moving parts means more things can break. If your workflow is mission-critical, monitor it.
If You Need a Custom Solution (API Route)
If you have developers and unique needs, Seidat’s API can be used. Here’s what you’re signing up for:
- Read the docs. Seidat’s API is functional but not exactly “plug and play.”
- Plan for maintenance. APIs change, and your CRM’s API might have limits or quirks.
- Security matters. Don’t expose sensitive data. Use API keys carefully.
Who should avoid this:
If you’re not technical or can’t support code long-term, don’t go this route. You’ll end up with a house of cards.
Step 4: Set Up Lead Capture in Your Seidat Presentations
Integration’s useless if you’re not capturing good data. Seidat supports lead forms inside presentations.
- Add a lead form to your main sales decks.
- Keep it short: name, email, maybe one qualifying question.
- Make sure the form is set to send data to your integration (CRM, webhook, etc.).
Pro tip: Test the form from a private browser to make sure it works for someone who isn’t logged in.
Step 5: Monitor, Maintain, and Improve
No integration is “set and forget.” Here’s how to keep things running smoothly:
- Check your CRM weekly for junk data or missing leads.
- Watch for API changes in either Seidat or your CRM—these can quietly break stuff.
- Ask your sales team if the leads show up where they expect. If they’re still copy-pasting, something’s wrong.
If something’s not working, simplify. Remove unnecessary fields or steps before adding more tools.
Honest Takes: What Works, What Doesn’t, What To Ignore
Works well: - Native integrations for basic lead flows. - Zapier/Make for most small to mid-size teams.
Frustrations: - Custom fields and automations are often limited or clunky. - Support can be hit-or-miss, especially if you’re using third-party tools.
Ignore: - Expensive “integration consultants” for simple setups. - Overly complex workflows—more steps = more things to break.
Keep It Simple and Iterate
You don’t need a perfect setup on day one. Get the basics working—lead forms go from Seidat to your CRM, and the right folks get notified. Test it, fix what’s broken, and tweak as you go.
The trick isn’t to chase the shiniest integration, but to actually use the one you set up. Start simple, stay skeptical of anything that sounds too easy, and build from there.