If you’re cobbling together sales tools, you know the pain: contacts stuck in one app, lost in another, everyone wasting time copying and pasting. If you use Snov for lead generation but your sales team lives in a CRM, this guide is for you. I’ll walk you through syncing Snov with your CRM—without the headaches, fluff, or “digital transformation” nonsense.
What You Actually Get By Syncing Snov With Your CRM
Let’s be clear: syncing Snov with your CRM isn’t magic. It’s about keeping contacts, emails, and lead info up to date between the two, so you avoid double-entry and don’t drop the ball on follow-ups.
Here’s what integration can (and can’t) do:
The good: - Push new leads from Snov straight into your CRM - Update lead info or email status automatically - Trigger workflows (like assigning a sales rep) when a new lead drops in
The limits: - Won’t turn bad leads into good ones - Won’t fix messy CRM data - Some integrations are one-way only, not true “sync”
Let’s get into it.
Step 1: Decide How Deep You Want the Integration
Before you start clicking “connect,” figure out what you actually need. Ask yourself:
- Do I just want to push new leads, or do I need two-way updates?
- Do I care about syncing custom fields (tags, notes, etc.), or just the basics?
- How often does the sync need to run? (Instant? Once a day?)
Pro tip: Don’t overcomplicate. Start with the basics—name, email, company. You can always add more fields later if you actually need them.
Step 2: Check What Your CRM Supports
Not all CRMs play nice with Snov, and some require more duct tape than others.
Snov’s Native Integrations
Snov has built-in integrations with some popular CRMs. As of early 2024, these include:
- HubSpot
- Pipedrive
- Salesforce
- Zoho CRM
If you use one of these, great. Native integrations are usually easier, though “easy” is relative.
No Native Integration? You’ll Need a Connector
If your CRM isn’t on the list, you’ll need a “middleware” tool like:
- Zapier
- Make (formerly Integromat)
- Pabbly Connect
These let you build custom automations, but come with quirks, limits, and sometimes extra costs.
Reality check: Connector tools are great for basic sync, but get flaky with lots of custom fields or high volumes. For most small teams, they’re fine. If you’re running a big operation, test before you trust.
Step 3: Prepare Snov and Your CRM
Don’t rush. Garbage in, garbage out.
- Clean up your Snov contacts. Remove duplicates, fix typos, and standardize fields.
- Check your CRM fields. Make sure you have the fields you want to sync (name, email, company, etc.), and that they match Snov’s structure.
- Backup your data. Seriously. Integrations sometimes go sideways and overwrite stuff.
Step 4: Set Up the Integration
Let’s break it down for both native and connector-based setups.
If You Have a Native Snov Integration
- Log into Snov.
- Go to “Integrations” and select your CRM.
- Authorize the connection—usually you’ll log into your CRM and grant Snov access.
- Map fields (this is key): Match Snov fields (like “First Name”) to your CRM’s fields. Don’t skip this, or you’ll end up with a mess.
- Decide which way the data flows (from Snov to CRM, or both).
- Set sync frequency (instant or scheduled).
- Test with a single contact. Check for missing or mangled data.
- If all looks good, turn it on for real.
Heads up: Some native integrations only push new leads, not updates. Read the fine print.
If You’re Using Zapier or Another Connector
- Create an account on Zapier, Make, or your tool of choice.
- Set up a new automation (“Zap,” “Scenario,” etc.):
- Trigger: New lead in Snov.
- Action: Create or update contact in your CRM.
- Map your fields. Same deal: don’t just trust the defaults.
- Add filters. Don’t dump every Snov contact into your CRM—filter out test leads, junk, or incomplete info.
- Test with sample data.
- Turn it on and watch for errors.
Pro tip: Zapier and friends sometimes delay runs on free plans. If you need instant sync, be ready to pay.
Step 5: Watch for Gotchas and Fixes
No integration is set-and-forget. Common issues:
- Duplicate records: If you don’t set up deduplication, you’ll get the same lead twice.
- Field mismatch: Job titles or notes may not line up, especially with custom fields.
- API limits: Both Snov and your CRM may throttle requests if you sync a lot at once.
- Partial syncs: Sometimes only the first few fields come over. Always check with real data.
How to avoid headaches: - Start small. Sync 10 contacts, not 1,000. - Check logs for errors or skipped records. - Get your team to sanity-check the data before rolling out to everyone.
Step 6: Automate (But Don’t Go Overboard)
Once you have leads flowing in, you might want to trigger follow-ups, assign reps, or kick off nurture emails.
- Most CRMs can do this, but… Don’t try to automate every little thing at first. Focus on the steps that actually save you time.
- Monitor your automations: If an integration fails, you could miss hot leads. Set up alerts or at least check weekly.
Pro tip: If you’re drowning in automation options, step back. More rules = more things to break.
What to Skip (For Now)
- Custom code or API integrations unless you have a developer and a real need. Most teams are better off with built-in tools and connectors.
- Syncing every possible field. Start with the basics. Extra fields often just create clutter.
- Trying to make Snov your CRM. Snov is for finding leads, not managing deals. Let your CRM do the heavy lifting.
Troubleshooting and Real-World Tips
Here’s what I’ve seen trip people up—and what actually matters:
- “Why aren’t my tags showing up in the CRM?” Check if tags are supported in the integration. Many only sync core fields.
- “Leads are missing emails.” Snov can export incomplete records. Filter these out at the source, or add a filter in your automation.
- “Old leads keep syncing again.” Set up your integration to only sync new or updated leads, not every single contact.
- “Data is showing up in the wrong fields.” Always double-check field mapping. It’s tedious, but saves hours of cleanup.
Pro tip: If something looks off, pause the sync, fix the issue, and only then resume. Don’t just hope it works itself out.
Wrapping Up: Keep It Simple, Iterate as You Go
Syncing Snov with your CRM saves time and keeps your sales team sane—but only if you keep things simple. Get the basics working, test with real data, and don’t try to automate every edge case from day one. If the data flows and your team stops complaining, you’re on the right track.
If you hit snags, strip it back to the essentials and build up slowly. The perfect integration doesn’t exist, but a good-enough one will free you up to actually sell.