How integrations work

Every new contact captured from your card (form, scan, exchange) is sent automatically to the tools your business already uses: a CRM, email marketing or a spreadsheet. Connect once, and from there everything flows by itself.

Who connects, and where

Setup is for an admin (owner or manager) on a paid plan; a team member sees it read-only. On a solo plan the screen is under My account > Integrations, and on a team plan in the Company area. You can connect several tools in parallel.

How syncing works

Every connection has an Automatic sync toggle, on by default. Each new contact is sent immediately, and once a day there is also an automatic catch-up that makes sure nothing was missed. There are two connection types: destinations (CRM and email tools, which contacts are written into) and pipes (webhooks like Zapier, which send every event in real time).

A connection can receive up to three streams: contacts, shop buyers, and in some tools (HubSpot, Pipedrive and Google Sheets) also orders, where every paid purchase is recorded as a closed-won deal. Each stream has its own toggle in the manage dialog, under "What syncs".

Bring your existing contacts

Integrations automatically send only new contacts. For history, the Contacts screen has a Sync to CRM button that pushes all existing contacts to every connected tool. Already-synced contacts are skipped automatically, so it is always safe to press again.

If a connection breaks

The system detects a failure by itself: the tool's card shows an error state, the owner gets a notification, and a support ticket opens automatically. A failed send is retried automatically over the following days (up to three attempts), no contact is lost, everything keeps landing on the Contacts screen, and reconnecting from the manage dialog usually fixes an expired login.

Available tools

CRM: HubSpot, Salesforce, Pipedrive, Microsoft Dynamics, Google Contacts, Outlook. Email: Mailchimp, Klaviyo, MailerLite, Brevo, Kit, beehiiv. Spreadsheet and automation: Google Sheets, Zapier.

Your own connection with an API key

At the bottom of the integrations screen you can mint a personal API key, which connects MyVisito to the official Zapier app or to any tool you build yourself. The full API keys guide.

Coming soon

Make and n8n are on the way. If a tool you need is missing, you can request it from the integrations screen.