# Blinq campaigns
Source: https://docs.blinq.me/features/campaigns
Attribute captured contacts to specific events and initiatives, with goal tracking and CRM sync.
## Overview
Campaigns lets teams attribute every contact they capture to a specific event or initiative. When a team sets up a campaign with a date range, location and assigned members, the campaign automatically tags every contact captured within that window.
Teams can set goals, assign members, add tags and connect campaigns to a CRM.
## CRM integrations
Campaigns integrates with CRM platforms so contact and attribution data flows through after every event, with no post-event data entry required.
### Campaigns with HubSpot
When a campaign is connected to HubSpot, contacts captured during the campaign sync to a HubSpot list along with their attribution data. Contact details and event context flow into HubSpot automatically.
Blinq Campaigns can be linked to corresponding HubSpot Campaigns directly.
### Campaigns with Salesforce
When a campaign is connected to Salesforce, contacts sync with their campaign attribution attached. Contact details and attribution data flow into Salesforce in real time.
Blinq Campaigns can be linked to corresponding Salesforce Campaigns directly.
### Campaigns with Dynamics
When a campaign is connected to Microsoft Dynamics, contacts captured during the campaign sync with their attribution data.
## Creating a new campaign
You can create a campaign from the Campaigns section of your Blinq workspace.
Go to **Campaigns** in the Blinq dashboard and click **+ New campaign**.
Fill in the campaign details: campaign name, date & time, location...
Set campaign goals/targets for your campaign to track progress.
Add the team members who'll be attending and capturing leads.
Add a tag that will be automatically added to leads that need to be captured.
Optionally set up a lead template form to ask specific, set questions during your event, scan attendee badges with Cvent, or connect to your CRM to configure a leads export.
Review & launch, then click **Launch campaign.**
Once the campaign is active, any lead scanned by an assigned team member during the event dates is automatically attributed to it!
### Campaign details
When creating a campaign, you'll enter the campaign name, date range, time zone and location. These details define the window during which contacts are attributed to the campaign.
### Goals
Goals let you set a lead generation target for the campaign. You can enter a target value to track progress against your campaign objectives.
### Team members
Team members are the reps you assign to a campaign. You can add or remove team members when creating or editing a campaign.
### Campaign tags
Campaign tags let you organize and filter campaigns in your workspace. You can add one or more tags when creating or editing a campaign.
## Campaign management
From the campaign management view, you can add and remove contacts from a campaign.
You can add or remove contacts from a campaign manually from the campaign management view.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Blinq contacts
Source: https://docs.blinq.me/features/contacts
Capture, enrich, and organize every connection in Blinq with personal and company contacts, AI enrichment, notes, tags, and exports.
## Overview
Every connection lands in Contacts. Blinq captures the details, enriches them, and keeps them ready to act on.
Contacts can be created several ways:
* **Card exchange:** when a Blinq card is shared, Blinq creates the contact automatically.
* **Scanning:** scan a physical business card, event badge, or QR code using the universal scanner.
* **Shared back:** a new connection fills in their own details through your card link.
* **Manual entry:** add a contact directly from the app or dashboard.
All contacts are personal by default. Contacts captured through a team card are automatically shared with the team and appear as company contacts.
## Company contacts
Contacts created through a team card are automatically shared with your team. No manual sharing required.
The **All company contacts** view is a directory of every contact visible to your team workspace. It includes:
* Contacts captured through any team member's Blinq card.
* Personal contacts shared with the workspace.
Blinq integrations export contacts that are visible in **All company contacts**.
## Personal contacts
The **My contacts** view shows all contacts owned by an individual user: ones captured, created manually, or added manually. Contacts shared with the workspace also remain visible here.
Personal contacts aren't visible to your team, and aren't exported to integrations. You can share a personal contact with your team at any time.
### Sharing a personal contact with your team
Open the contact you want to share from the contact list.
On the web dashboard, open the **Share** menu. On mobile, tap **More…**.
Choose the option to share the contact with your company.
After sharing, the contact appears in **All company contacts** and becomes eligible for integration exports.
## AI contact enrichment
When a new contact lands in Blinq, AI enrichment fills in missing details, allowing for richer context with your connections.
Enrichment requires at least one of: a work email, a full name and company, or a LinkedIn URL. If those details aren't present, Blinq prompts for the missing information before running enrichment.
**Blinq checks 25+ live data partners in order of reliability**, with AI search running when the sources don't return a result. Every email is verified before it's saved to the contact. If a detail can't be verified, the field is left blank. All enriched fields remain editable.
Enriched details can include: job title, company, LinkedIn profile, profile photo, phone numbers, and verified emails (available on paid plans).
### Disabling AI enrichment
Owners and Admins can turn off AI contact enrichment for the entire workspace:
In the Blinq dashboard, go to **Settings**.
Select the **Workspace** tab.
Scroll down to the enrichment settings.
Toggle off **Contact enrichment**.
## Contact notes
Notes can be added to any contact from the app or dashboard. Notes sit on the individual contact record and stay visible whenever that contact is opened. When a CRM integration is active, notes export directly to the connected platform.
## Contact tags
Read more about tagging here. [View article →](/features/tags)
Tags make it easy to segment, filter, and report on contacts by source or activity.
You can tag contacts at the point of capture or post-capture by editing the contact record.
## Exporting contacts
Only Owners and Admins can export contacts from the workspace and view **All company contacts**.
From **All company contacts**, contacts can be exported as a CSV or pushed to any enabled integration.
**To export:**
In your Blinq Business dashboard, open the **Contacts** view.
Optionally, select the specific contacts you want to export.
Click **Export contacts** in the top right corner.
Choose **Download CSV** or select your integration.
If no contacts are selected, Blinq exports all eligible contacts.
### Sync & Export status
The **Sync & Export** column shows the status and last export timestamp for each enabled integration. Use it to see which contacts have synced and which are still pending.
## Contact preservation
When a team member is removed from the workspace, Blinq keeps the contacts they captured in **All company contacts**. Deleting a team card or member doesn't delete the contacts associated.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Blinq custom lead form
Source: https://docs.blinq.me/features/custom-lead-form
Set which details a new connection fills in when they receive a card, configured for each template or campaign.
## Overview
The custom lead form is available on Blinq Business and Enterprise. [View pricing →](https://blinq.me/pricing)
The custom lead form sets which details a new connection fills in when they receive a card. Admins build it once and apply it across a workspace, so cards collect the same qualifying information every time.
Admins configure the form at the template level and the campaign level. They can customize the fields, the form heading, and the button text, and they can require the form before the card is shown.
## Add a custom lead form to your card template
Each template supports one custom lead form.
Admins can attach a custom lead form directly to a card template, applying the custom form to all leads captured by any card on the template.
In the **Team templates** section of the dashboard, you can add a custom lead form when you edit or create a template. In the template editor, select the **Custom Lead Form** tab.
## Add a custom lead form to your campaign
Each campaign supports one custom lead form.
Admins can attach a custom lead form directly to a campaign, applying the custom form to all leads captured while the campaign is active.
In the **Campaigns** section of the dashboard, open the campaign details (**View campaign**) and custom lead forms can be added under the **Event lead capture** section.
## Form priority
Blinq applies forms in priority order. A custom lead form added to a campaign takes priority over a custom lead form added to a template. Custom lead forms always take priority over the default Blinq form.
A campaign form applies for the length of the campaign. If a member is in two overlapping campaigns, the custom form for the most recently created campaign is shown.
When a campaign ends or a member leaves it, the form falls back to the member's template form, or to the Blinq default form if no template form is set.
## Lead capture mode (show the form first)
By default, a recipient sees your Blinq card first and can fill in the form afterward.
Turning on **Enable Lead Capture** requires the recipient to complete the form before they can view the card.
## Making a custom lead form
Open the custom lead form editor from either the campaign view or template editor.
Toggle **Enable Lead Capture** on or off.
Toggle **Add Skip form button** on or off.
Set a custom form heading and button text, or leave them default.
Add the fields you want to collect: set their type, label them, and drag them into the order you want.
The **Identifying field** and **Primary contact** fields are always required. Toggle your other fields as Required, or leave them as optional.
As you edit, a live preview shows how the form will look to a recipient. To start over, select **Restore default form**.
## Fields and customization options
Every form includes a required **Name** field and one primary contact field, either **Email** or **Phone**. Admins choose which other details to collect, set the label shown for each field, and drag fields to reorder them.
Standard fields:
* **Email**
* **Phone**
* **Job title**
* **Company**
Custom field types:
* **Custom text** for a free-text answer.
* **Dropdown** for a single choice from a list of two to five options.
* **Checkbox** for a checked or unchecked option.
Admins can add up to three custom fields on top of the required fields. Custom fields are saved to the workspace, so admins can reuse them on other forms.
Any field except a checkbox can be marked **Required**.
## Where captured details appear
When someone submits the form, their answers are saved to the contact in Blinq.
The submitted details appear in the contact view on the dashboard, iOS, and Android, alongside the rest of the contact's information.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Blinq field mapping
Source: https://docs.blinq.me/features/field-mapping
Map Blinq contact fields to your CRM and customize the default field mappings for each integration.
## Overview
Field mapping is built into each native CRM integration and is configured from that integration's settings page in your workspace.
Field mapping is available on all native CRM integrations, including:
* HubSpot
* Salesforce
* Dynamics
## Using the field mapper
Go to **Settings → Integrations**, then select **Configure** next to your CRM to open the field mapper.
Select **Add mapping** to create a new row.
In the **Blinq field** column, choose the field you want to export. You can select any of the [supported Blinq fields](#supported-blinq-fields): a standard contact field or a custom form response.
In the **CRM field** column, choose the destination field in your CRM.
Select **Save** to apply the mapping. New contacts sync using the updated configuration.
## Field mapping requirements
First name, last name, and email are required fields in the field mapper. These can't be removed or edited.
Text-based fields are the most widely supported custom field type. Other types are also supported, including dropdown menus and checkboxes from custom lead forms, and additional field types available on specific CRM platforms.
Most field types, including checkboxes and dropdowns, can be mapped into a text field. You can't always map a text field into a checkbox or dropdown.
## Supported Blinq fields
Two groups of Blinq fields can be mapped to your CRM:
* **Standard contact fields**: a fixed set of card and contact fields:
* First name
* Last name
* Job title
* Company name
* Primary email
* Secondary email
* Phone
* Mobile phone
* Website
* LinkedIn
* **Custom form responses**: any custom field or question from a custom lead form, including text, dropdown, and checkbox responses.
## Field mapping defaults
When a CRM integration is created, Blinq loads a default set of field mappings as a baseline. You can customize this configuration after setup using the field mapping menu.
The default mappings differ by CRM. Not every Blinq field is mapped by default on every integration, so review the loaded defaults after setup and add any mappings you need.
## Removing a field mapping
To remove a mapping, select the delete icon on the row you want to remove, then save your changes. The required fields (first name, last name, and email) can't be removed.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Blinq MCP
Source: https://docs.blinq.me/features/mcp
Set up Blinq MCP to query your Blinq network from your favorite AI tools like Claude and ChatGPT.
## Overview
Blinq MCP is available on **Pro**, **Business**, and **Enterprise** plans. [View pricing →](https://blinq.me/pricing)
Learn everything you need to connect and start using Blinq MCP: what it is, what your AI tool can do once it's connected, how permissions and privacy work, and how to set it up.
Once connected, you can ask Claude or ChatGPT about your Blinq contacts, conversations, and notes - so you can open doors, build relationships, and create new opportunities from the people you've met.
## What is Blinq MCP?
**Blinq MCP** is a connection between your Blinq account and AI tools like Claude and ChatGPT. It gives your AI tool access to your Blinq contacts and meeting notes, so you can ask about them in plain language and get answers from your own data.
## Why use Blinq MCP?
* **Your network, in the tool you already work in:** Your contacts and notes are already where you're working, whether that's Claude or ChatGPT. No exporting a CSV, or copy-pasting conversation notes, or alt-tabbing back to Blinq to check something.
* **Workspace-wide answers, sans dashboard:** Admins can pull the whole team's captures and conversations and stay close to their performance, spotting where coverage is thin and where an opportunity is stacking up.
* **Power your workflows with real context:** Go beyond getting answers. Your Blinq network gives your AI tools the context they need to build, act, and carry insights into any workflows you're running, without starting from scratch.
## What can you do with Blinq MCP?
Each example below is a prompt you can type straight into your connected AI tool.
**For anyone with a Blinq account:**
| If you want to... | Ask Blinq MCP | What you get |
| --------------------------- | ------------------------------------------------------- | ------------------------------------------------------------------------------ |
| Get up to speed on someone | *"Tell me about this contact."* | Their company, role, and your previous conversation, pulled from one question. |
| Recall who you met and when | *"Who did I meet at SaaStr last month?"* | Remember who you added during an event, without exporting a thing. |
| Follow up faster and better | *"Draft me a follow up based on our last coffee chat."* | Send personalized follow-up messages based on your conversation summaries. |
**For workspace admins (Business and Enterprise):**
| If you want to... | Ask Blinq MCP | What you get |
| ----------------- | --------------------------------------------------------- | --------------------------------------------------------------------------------- |
| Spot gaps early | *"Which SaaStr leads haven't we followed up with yet?"* | A list of everyone who hasn't heard from you yet, so nothing slips through. |
| Get field intel | *"Top 3 objections that came up at the booth last week?"* | Patterns in how prospects are responding, pulled straight from field transcripts. |
| Prove event ROI | *"How much pipeline came out of Dreamforce?"* | A pipeline number tied to each event, without pulling up a dashboard. |
## Which tools does Blinq MCP include?
All Blinq MCP tools are read-only. These are the tools your AI assistant can call:
| Tool | What it does |
| ----------------------------------- | ----------------------------------------------------------------------------------- |
| Get contact (`get_contact`) | Get full details for a specific contact by ID (name, company, job title, and more). |
| List contacts (`list_contacts`) | List contacts across your personal and team workspaces. |
| List notes (`list_notes`) | List your AI Notetaker notes, newest first. |
| Get note (`get_note`) | Get the full detail of a specific note. |
| Search notes (`search_notes`) | Keyword search across your notes, ranked by relevance. |
| Query notes (`query_notes`) | Answer a natural-language question, or summarize and recap, from your notes. |
| List workspaces (`list_workspaces`) | List the Blinq workspaces you can access. |
## How do permissions and privacy work?
Every Blinq MCP tool is read-only, so connecting it is low-risk. You can switch individual tools on or off from your AI tool's settings, and disconnect Blinq at any time. You only ever see data you already have access to in Blinq, because the connection uses your own login.
Admin visibility covers business contacts in the workspace and their saved text notes. Contacts a team member captures into their personal cards stay private to them, along with any text notes or AI Notetaker notes linked to those personal contacts.
Admins can see team members' AI Notetaker notes only when the note is linked to a business contact in a workspace they admin or own, and only if AI note syncing is turned on. This is controlled by a workspace-level toggle in workspace Settings (on by default), which syncs AI notes from team members' contacts up to the business contact.
When you connect Blinq to an AI tool, the contacts and notes it reads are shared with that provider to answer your questions. Meeting transcripts can hold sensitive detail, so it's good to be deliberate about which tools you connect. See [Blinq's privacy policy](https://blinq.me/legal/privacy-policy) for the full picture.
Blinq MCP is for reading your data from AI tools. To sync captured contacts into your CRM automatically, use Blinq's [Salesforce](/integrations/salesforce) and [HubSpot](/integrations/hubspot) integrations, among [others](/integrations).
## How do I connect Blinq MCP?
You connect Blinq MCP with OAuth, using your existing Blinq account, so there's no separate API key to manage.
**From your AI tool:** open its connector settings (in Claude, that's **Settings → Connectors**; in ChatGPT, that's **Plugins**). Search for Blinq, then sign in and authorize. Other supported tools follow a similar flow.
Full step-by-step instructions for each provider are in our [Help Center](https://support.blinq.me/en/articles/76274-blinq-mcp-bring-your-contacts-into-claude-chatgpt-and-more).
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Blinq tags
Source: https://docs.blinq.me/features/tags
Understand the types of tags in Blinq and how they help categorise and segment contacts.
## Overview
Tags let teams categorize and segment contacts in Blinq. They can be applied at the point of capture or when editing a contact record, making it easy to filter and report on contacts by source or activity.
Blinq has three types of tags, each with a different scope.
### Contact/Personal tags
Contact tags are added by individual users to their own contacts. They can be created and applied directly on the contact.
### Workspace tags
Workspace tags are shared across the workspace. Admins create these tags in **Settings → Tags** and they appear as a pick-list, where they can be applied to contacts.
### Campaign tags
Campaign tags are applied automatically when a contact is captured through a Blinq campaign. Use campaign tags to quickly identify which campaign the contact came from.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Blinq team templates
Source: https://docs.blinq.me/features/team-templates
Define the layout, branding, and field configuration of every card in your workspace from a central template.
## Overview
Team templates give workspace admins a central place to define the layout, branding, and field configuration of digital cards. When an admin creates and publishes a template, team members can use it to build their own cards.
Shared content stays consistent across every card in the workspace, while individual fields let each person personalize their details.
## Template view
The Templates page lists every template available in the workspace. From here, admins can see and manage the full template library.
Each template in the list has four actions available:
* **Edit:** opens the template in the editor to update its layout, fields, or branding.
* **Duplicate:** creates a copy of the template as a starting point for a new one.
* **Delete:** removes the template from the workspace permanently.
* **Create card:** generates a new card directly from the template.
### Template invite link
Each template has a unique invite link. Sharing the link lets people create cards from that template without inviting each team member one by one.
## Creating a template
Admins create new templates from the Templates page. Admins can start a template from a blank layout, or from a sample layout that includes fields and features already in place. Sample layouts are fully editable.
### Naming and management
Admins name each template when they create it. The name appears in the template list and helps identify which template to use when creating a card. By default, a card inherits its template's name.
Admins can duplicate, edit, or delete templates.
## Field types: shared and individual
Cards built from a template can include two types of fields: shared and individual.
Shared fields contain the same value on every card created from the template. Admins set shared field content in the template editor, and that content appears on every card using the template.
Each team member completes their own individual fields. These fields let team members enter their own contact details or other information specific to them.
### Field visibility
Admins can hide or show each field using the eye icon next to it. Hidden fields don't appear in a team member's card editor, so team members can't add them to their card.
A master toggle at the top of the field list shows or hides all fields at once.
### Layout
The template editor controls how fields are arranged on the card. Admins set the layout when they create the template (sample or blank) and can adjust it at any time from the template editor.
### Image types
Templates support three image types. The card layout options depend on how many images the template uses:
* **Profile picture** (recommended ratio 1:1)
* **Company logo** (recommended ratio 16:9)
* **Cover image** (recommended ratio 16:9)
## Identity, branding, and customization
Templates include branding controls so every card in the workspace reflects the organization's visual identity.
### Custom font
Admins add custom fonts in **Settings → Workspace**, or upload them directly from the template editor. Blinq accepts TTF and OTF font files.
### Color and theme
The color picker in the template editor sets the color of icons on the card. Admins can choose from preset color options or set a custom color using the color picker or by entering a custom hex value.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Blinq documentation & integrations
Source: https://docs.blinq.me/index
Technical docs and integration guides for Blinq - connect your CRM, marketing tools, HR platform and more.
## Overview
Welcome to the official documentation home for Blinq. Use these technical guides to better understand how Blinq's features work and set up your integrations and workflows. Getting Blinq connected to your tools is great for:
* Ensuring every contact you meet syncs to your CRM and marketing tools, mapped to the correct fields, enriched with data to follow up, and carrying the full context of your conversation
* Automating user provisioning so Blinq adds, updates, and removes digital business cards automatically, based on the information in your own systems
* Building out your event lead capture workflow so it works with all of your existing tools
Looking for step-by-step help with the app, your account, or admin settings? Visit the [Blinq Help Center](https://support.blinq.me/en/).
## Documentation categories
Digital business cards, event lead capture, contacts with context, and more.
Connect Blinq to your CRM, identity provider, and the thousands of apps your team already uses.
# Blinq Microsoft Dynamics integration overview
Source: https://docs.blinq.me/integrations/dynamics
Connect your Blinq contacts directly to Microsoft Dynamics 365 so captured contacts flow into your CRM automatically.
The Microsoft Dynamics integration is available on **Business** and **Enterprise** plans. [View pricing →](https://blinq.me/pricing)
Our Microsoft Dynamics integration connects your Blinq contacts directly to Microsoft Dynamics 365.
Contacts captured in Blinq flow into Dynamics automatically, complete with notes, tags, and campaign attribution. Your team gets clean, contextual data where they already work, without manual exports. The integration is built on Microsoft Entra (Azure AD) sign-in and the Dataverse API, and syncs contacts as **Contact** records, with the option to also create **Lead** records.
You can install and configure the Microsoft Dynamics integration from your [Blinq dashboard](/integrations/dynamics/connecting-dynamics).
## Prerequisites
* You must be an **Admin** or **Owner** in your Blinq workspace to set up and manage the Microsoft Dynamics integration.
* You'll need a **Microsoft Dynamics 365 Sales** environment with a **System Administrator** account.
* You'll need your Dynamics **environment URL** (for example, `https://your-company.crm.dynamics.com`).
* Blinq's Microsoft Dynamics integration is available on **Business** and **Enterprise** plans.
## Feature overview
| Feature | Supported | Configuration |
| ------------------------------------------------------------- | --------- | ---------------------------------------------------- |
| Sync updates to contacts from Blinq to Dynamics automatically | Yes | Toggle on/off |
| Sync Blinq contact notes | Yes | Toggle on/off |
| Sync Blinq contact tags | Yes | Toggle on/off |
| Auto export new Blinq contacts | Yes | Toggle on/off |
| Export contacts as Leads or Contacts | Yes | Toggle in integration settings (Contacts by default) |
| Assign contact owner in Dynamics | Yes | Matched to Blinq owner |
| Account/organization linking | Yes | Contacts linked to their parent account |
| Contact de-duplication | Yes | Matched on unique email address |
| Campaign sync | Yes | Synced to custom fields |
| Custom field mappings | Yes | Toggle in integration settings |
## Documentation for our Microsoft Dynamics integration
Install the Microsoft Dynamics integration from your Blinq dashboard.
Control how Blinq syncs contacts, notes, and tags to Dynamics, and how contacts are shared.
Add Blinq's custom fields to the Contact and Lead forms your team uses in Dynamics.
Contact field mapping, custom fields, and deduplication behavior.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Configuring Blinq for Microsoft Dynamics
Source: https://docs.blinq.me/integrations/dynamics/configuring-blinq
Control how Blinq syncs contacts, notes, and tags to Microsoft Dynamics, and how contacts are shared.
## Configuring Blinq
Once connected, you can control how Blinq syncs data to Microsoft Dynamics. Toggle any option on or off at any time from **Settings → Integrations → Microsoft Dynamics**.
### Export contacts as Contacts or Leads
Choose whether Blinq exports your contacts to Dynamics as **Contacts** or **Leads**. Contacts is the default. You can update this setting at any time in your integration settings.
### Automatically update changes to Blinq contacts in Dynamics
When enabled, Blinq automatically updates Dynamics whenever you change a contact's details. Your CRM stays current without manual re-entry. This is on by default.
### Sync contact notes
When enabled, Blinq syncs notes from a contact to Dynamics as notes on the associated record. This is on by default.
### Sync contact tags
When enabled, Blinq syncs tags from a contact (including contact tags, workspace tags, and campaign tags) to custom fields on the Dynamics record. This is on by default.
### Automatically export new Blinq contacts to Dynamics
When enabled, Blinq automatically exports every new contact to Dynamics as a **Contact** record. When disabled, you can still export contacts one at a time from **All company contacts**. This is on by default.
### Allow team members to export
When enabled, team members can export their own contacts to Dynamics. When disabled, only admins can export. This is off by default.
## Sharing contacts to Dynamics
Blinq automatically shares contacts captured on a team card with your team. No manual sharing required.
Blinq assigns the owner of each Dynamics record based on the contact's Blinq owner.
Export contacts to Dynamics from **Blinq → Contacts → All company contacts**.
Blinq doesn't export your personal contacts to Dynamics unless you've shared them with your team. If you haven't shared a contact with your organization yet, you can share it from the **Share** menu on the individual contact record, in the dashboard or Blinq app.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Configuring Microsoft Dynamics for Blinq
Source: https://docs.blinq.me/integrations/dynamics/configuring-dynamics
Add Blinq fields to the Contact and Lead forms your team uses in Microsoft Dynamics.
## Add Blinq fields in Dynamics
For help adding these fields in your Dynamics environment, see Microsoft's documentation: [Add, configure, move, or delete columns on a form](https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/add-move-or-delete-fields-on-form) and the [model-driven form designer](https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/create-and-edit-forms).
When you connect Blinq, it automatically creates the following custom fields in your Dynamics environment. They won't appear to your team until you add them to the forms and views you use.
* **Blinq Contact Tags:** contact-level tags applied in Blinq.
* **Blinq Workspace Tags:** workspace-level tags.
* **Blinq Campaign Tags:** campaign tags from linked Blinq campaigns.
* **Blinq Campaigns:** names of linked Blinq campaigns.
* **Blinq Card Link:** a direct link to the contact's Blinq card.
Where you add them depends on how your team has set up Dynamics. For the full field mapping, see the [field reference](/integrations/dynamics/field-reference).
## Blinq Contact Notes in Dynamics
Notes from your Blinq contacts sync automatically to Dynamics, with no setup required. They appear in the record's Timeline by default.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Connecting Microsoft Dynamics to Blinq
Source: https://docs.blinq.me/integrations/dynamics/connecting-dynamics
Install the Microsoft Dynamics integration from your Blinq dashboard.
* In the Blinq dashboard, navigate to **Settings** in the left-hand menu.
* Select the **Integrations** tab.
* Click **Connect** on the Microsoft Dynamics integration.
Enter your Dynamics environment URL when prompted (for example, `https://your-company.crm.dynamics.com`).
A pop-up window opens. Sign in to Microsoft using an account with **System Administrator** access to your Dynamics environment, and approve the requested permissions.
Once authorized, close the pop-up window. Your Blinq dashboard opens with the Microsoft Dynamics integration settings visible.
**Microsoft Dynamics is now connected to Blinq.**
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Blinq Microsoft Dynamics field reference
Source: https://docs.blinq.me/integrations/dynamics/field-reference
Contact field mapping, custom fields, and deduplication behavior for the Blinq Microsoft Dynamics integration.
Blinq syncs contact data to fields on the Dynamics Contact record, and to the Lead record when you enable Lead creation. Blinq creates the custom fields it needs automatically when you connect the integration.
## Contact field mapping
If the following information is present on the Blinq contact, Blinq syncs it to the corresponding Dynamics field.
| Blinq contact field | Dynamics field |
| --------------------------- | -------------------------------------------------- |
| First name | firstname (required) |
| Last name | lastname (required) |
| Job title | jobtitle |
| Company | companyname (Lead) / Parent account link (Contact) |
| Email (first/primary) | emailaddress1 |
| Email (secondary) | emailaddress2 |
| Email (tertiary) | emailaddress3 |
| Phone number | telephone1 |
| Mobile phone | mobilephone |
| Additional phone numbers | telephone2, telephone3 |
| Company website/URL (first) | websiteurl |
| Notes | Notes (on the Contact or Lead record) |
To customize which fields Blinq syncs and how they map, see [Blinq field mapping](/features/field-mapping).
## Custom fields created by Blinq
You can only map fields that exist on **both** the Contact and Lead entities.
Blinq creates the following custom fields in Dynamics when you connect the integration, and uses them to sync tags and campaign attribution.
| Field name | Description |
| -------------------- | ----------------------------------------- |
| Blinq Contact Tags | Contact-level tags applied in Blinq |
| Blinq Workspace Tags | Workspace-level tags |
| Blinq Campaign Tags | Campaign tags from linked Blinq campaigns |
| Blinq Campaigns | Names of linked Blinq campaigns |
| Blinq Card Link | A direct link to the contact's Blinq card |
## Deduplication
When you export a Blinq contact to Dynamics, Blinq looks for an existing record with the same email address (or phone number if there's no email) across both Contacts and Leads.
If Blinq finds a record it already manages, it updates it. If it finds a record created elsewhere, Blinq leaves it untouched to avoid overwriting another source's data. Blinq never merges Leads and Contacts; combining them is a Dynamics action.
Your CRM has the final say on every export. Duplicate and matching rules, required fields, and validation rules set up in your CRM can change how a record is matched, allow a duplicate to be created, or block an export entirely.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Blinq HubSpot integration overview
Source: https://docs.blinq.me/integrations/hubspot
Connect your Blinq contacts directly to HubSpot so captured contacts flow into your CRM automatically.
The HubSpot integration is available on **Business** and **Enterprise** plans. [View pricing →](https://blinq.me/pricing)
Our HubSpot integration connects your Blinq contacts directly to HubSpot.
Contacts captured in Blinq flow into your CRM automatically, complete with notes, tags, and campaign attribution. Your team gets clean, contextual data where they already work, without manual exports.
You can install and configure the HubSpot integration from your [Blinq dashboard](/integrations/hubspot/connecting-hubspot#integrating-with-hubspot-from-the-blinq-dashboard), or install our app directly through the [HubSpot Marketplace](/integrations/hubspot/connecting-hubspot#integrating-with-blinq-from-the-hubspot-marketplace-app).
## Prerequisites
* You must be an **Admin** or **Owner** in your Blinq workspace to set up and manage the HubSpot integration.
* You'll need admin access (or permission to install HubSpot Marketplace apps) to the HubSpot account you want to integrate with.
* Blinq's HubSpot integration is available on **Business** and **Enterprise** plans.
## Feature overview
| Feature | Supported | Configuration |
| ------------------------------------------------------------ | --------- | ------------------------------- |
| Sync updates to contacts from Blinq to HubSpot automatically | Yes | Toggle on/off |
| Sync Blinq contact notes | Yes | Toggle on/off |
| Sync Blinq contact tags | Yes | Toggle on/off |
| Auto export new Blinq contacts | Yes | Toggle on/off |
| Assign Contact Owner in HubSpot | Yes | Matched to Blinq owner |
| De-duplication | Yes | Matched on unique email address |
## Documentation for our HubSpot integration
Install the HubSpot integration from your Blinq dashboard or from the HubSpot Marketplace.
Control how Blinq syncs contacts, notes, and tags to HubSpot, and how contacts are shared.
Customize how Blinq data appears in HubSpot.
Standard contact fields, custom properties, and meeting records Blinq syncs to HubSpot.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Configuring Blinq for HubSpot
Source: https://docs.blinq.me/integrations/hubspot/configuring-blinq
Control how Blinq syncs contacts, notes, and tags to HubSpot, and how contacts are shared.
## Configuring Blinq
Once connected, you can control how Blinq syncs data to HubSpot. All options can be toggled on or off at any time from **Settings → Integrations → HubSpot**.
### Automatically update changes to Blinq contacts in HubSpot
When enabled, Blinq automatically updates HubSpot whenever you change a contact's details. Your CRM stays current without manual re-entry.
### Sync contact tags and notes
When enabled, Blinq syncs notes and tags from a contact straight to HubSpot. Relationship context travels with the contact: conversation notes, tags, and campaign labels.
### Automatically export new Blinq contacts to HubSpot
When enabled, Blinq automatically exports every new contact to HubSpot as a new contact record. When disabled, you can still export contacts manually, one at a time, from **All company contacts**.
## Sharing contacts to HubSpot
Blinq automatically shares contacts captured on a team card with your team. No manual sharing required.
Export contacts to HubSpot from **Blinq → Contacts → All company contacts**.
Blinq doesn't export your personal contacts to HubSpot unless you share them with your team. If you haven't shared a contact with your organization yet, you can share it from the **Share** menu on the individual contact record, in the dashboard or Blinq app.
You can configure the HubSpot integration to automatically sync updates to existing contacts and automatically export any new ones.
If you don't want automatic export or syncing, or you need to push a manual update, you can trigger an export or sync from the Blinq dashboard.
**Sync all contacts:** in **Settings → Integrations**, click the HubSpot integration's **Settings**. At the bottom of the menu, click **Sync contacts**.
**Export all contacts:** from the **All company contacts** view on the **Contacts** page, click **Export contacts** at the top of the page. When the integration is active, you'll see a **to HubSpot** option.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Configuring HubSpot for Blinq
Source: https://docs.blinq.me/integrations/hubspot/configuring-hubspot
Customize how Blinq data appears in HubSpot.
## Configuring HubSpot
When you connect Blinq, it automatically creates the following custom properties in your HubSpot account. They won't appear in your views until you add them.
* **Blinq Tags:** contact-level tags assigned in Blinq.
* **Blinq Workspace Tags:** workspace-level tags.
* **Blinq Campaign Tags:** tags from campaigns the contact is part of.
* **Blinq Campaigns:** names of campaigns the contact belongs to.
* **Blinq Card:** a direct link to the contact's Blinq card.
* **Blinq ID:** a unique Blinq identifier used for deduplication.
You can configure how data from your Blinq Contacts appears in HubSpot based on your needs and use cases.
## Enabling Blinq contacts as HubSpot Marketing Contacts
HubSpot only sends workflow-triggered emails to contacts marked as Marketing Contacts. To make new Blinq contacts eligible:
1. In HubSpot, click **Settings** in the top navigation.
2. Open the **Integrations** dropdown in the left menu.
3. Click **Marketing Contacts**.
4. Scroll down to **Blinq** and toggle it on.
Once enabled, new contacts synced from Blinq are automatically set as Marketing Contacts, so they can be enrolled in your existing HubSpot workflows.
Here are some example configurations to help you get the most out of your integration.
## CRM: Contacts view
In your Contacts CRM view, you can customize the columns shown to include Blinq-specific fields.
Navigate to your Contacts page in HubSpot (**CRM → Contacts**) and click **Edit columns**, found to the right of the search bar.
In the column editor, search for Blinq and select which information you'd like to include in your default view. When you're done, click **Apply**.
## Contact page view
For more on customizing the record page, see HubSpot's documentation: [Customize records](https://knowledge.hubspot.com/object-settings/customize-records).
In your Object settings for Contacts, you can edit the page view for each contact record, allowing you to highlight the Blinq contact information you need.
To edit the Contact page, navigate to your HubSpot **Settings → Data Management → Objects**, then select **Contacts → Record Customization**.
Alternatively, open a contact record and click **Customize** in the top bar.
Here, you can edit the existing Contact page view or create a new page view.
In the page view editor's left-hand column, add a new card and select **Property List**. Here, you can name the card, and add specific property fields to the view. In the **Add Properties** section, you can search for Blinq to show all Blinq contact fields.
## Blinq Contact Notes in HubSpot
Notes from your Blinq contacts sync automatically to HubSpot's native Notes, with no setup required. They appear on the contact record under **Activities → Notes** by default.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Connecting HubSpot to Blinq
Source: https://docs.blinq.me/integrations/hubspot/connecting-hubspot
Install the HubSpot integration from your Blinq dashboard or from the HubSpot Marketplace.
## Integrating with HubSpot from the Blinq dashboard
* In the Blinq dashboard, navigate to **Settings** in the left-hand menu.
* Select the **Integrations** tab.
* Click **Connect** on the HubSpot integration.
A pop-up window opens. Log in to your HubSpot account, or create one if you don't have one yet.
If you have access to multiple HubSpot accounts, select the account you'd like to connect to Blinq.
Once authorized, Blinq returns you to your dashboard with the HubSpot integration settings visible.
**HubSpot is now connected to Blinq.**
## Integrating with Blinq from the HubSpot Marketplace app
In HubSpot, navigate to the Marketplace and search for the Blinq app, or you can visit our listing directly here: [Blinq app on HubSpot Marketplace](https://app-ap1.hubspot.com/marketplace/442747578/listing/blinq).
![The Blinq app listing on the HubSpot Marketplace, with the Install button]()
Review the requirements to see what features are available on your HubSpot plan, and confirm you have a **Business** or **Enterprise** subscription.
Click **Install** to launch a window where you can authenticate with your Blinq account. If you're not already logged in, log in to your Blinq account, or sign up for a free 7-day trial of our **Business** plan, which includes the HubSpot integration.
![The Connecting Blinq to HubSpot step, showing the Blinq account being connected]()
Once you've authenticated with your Blinq account, finish the HubSpot install by reviewing what Blinq can access in your HubSpot account, accepting the third-party app notice, and confirming **Connect app.**
![The required access Blinq needs in your HubSpot account]()
**Blinq is now connected to HubSpot.**
![The Blinq installed confirmation screen in HubSpot]()
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Disconnecting HubSpot from Blinq
Source: https://docs.blinq.me/integrations/hubspot/disconnecting-hubspot
Disconnect the HubSpot integration from your Blinq dashboard or uninstall the Blinq app from the HubSpot Marketplace.
There are two ways to disconnect the HubSpot integration, depending on how it was installed:
* **From the Blinq dashboard**, in your integration settings.
* **From HubSpot**, by uninstalling the Blinq app in your connected apps (if you installed it via the HubSpot Marketplace).
## How disconnecting affects your HubSpot account and data
Both methods have the same effect: as soon as you disconnect, Blinq stops sending contact details to your HubSpot account.
* **New contacts are no longer exported.** Contacts you capture in Blinq stay in Blinq.
* **Contact updates stop syncing.** Changes to contacts, notes, and tags in Blinq are no longer sent to HubSpot.
* **CRM insights stop flowing back.** Blinq no longer receives HubSpot data about your contacts, so CRM insights from HubSpot won't appear in Blinq.
Nothing already in HubSpot is removed — contacts and data Blinq has synced remain in your HubSpot account.
## Disconnecting from the Blinq dashboard
* In the Blinq dashboard, navigate to **Settings** in the left-hand menu.
* Select the **Integrations** tab.
Find the HubSpot integration and click **Disconnect**.
Confirm you want to disconnect when prompted.
**HubSpot is now disconnected from Blinq.**
## Uninstalling the Blinq app from HubSpot
If you installed the integration through the HubSpot Marketplace, you can also disconnect it by uninstalling the Blinq app from within HubSpot. Follow HubSpot's own guide: [Uninstall an app](https://knowledge.hubspot.com/marketplace/install-apps-in-the-hubspot-marketplace#uninstall-an-app).
To reconnect at any time, follow the steps in [Connecting HubSpot](/integrations/hubspot/connecting-hubspot).
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Blinq HubSpot field and property reference
Source: https://docs.blinq.me/integrations/hubspot/field-reference
Standard contact fields, custom properties, and meeting interaction records Blinq syncs to HubSpot.
Every data point Blinq syncs to HubSpot: standard contact fields, custom properties, and meeting interaction records.
## Custom properties created by the Blinq integration
**Don't delete or rename these properties in HubSpot.** Blinq uses Blinq ID for contact deduplication. Removing it creates duplicate contact records on re-export.
Blinq automatically creates the following custom properties in your HubSpot account when you connect. You don't need to set anything up manually.
| Property name | What it contains | Populated when |
| -------------------- | ---------------------------------------------- | ------------------------------------------ |
| Blinq Tags | Contact-level tags assigned in Blinq | On contact export (if tags enabled) |
| Blinq Workspace Tags | Workspace-level tags | On contact export (if tags enabled) |
| Blinq Campaign Tags | Tags from campaigns the contact is part of | On contact export from a campaign |
| Blinq Campaigns | Names of campaigns the contact belongs to | On contact export from a campaign |
| Blinq Card | Direct link to the contact's Blinq card | On every contact export |
| Blinq ID | Unique Blinq identifier used for deduplication | On connect (bootstrapped), on every export |
## Contact fields
When you export contacts, Blinq applies the standard field mapping below.
| Blinq field | HubSpot field |
| ------------------------------------------------ | ------------------- |
| First name | First name |
| Last name | Last name |
| Email (first/primary) | Email |
| Phone number | Phone and/or Mobile |
| Company | Company name |
| Job title | Job title |
| Website | Website |
| Address | Address |
| Blinq ID | Blinq ID |
| HubSpot Owner (matched from Blinq contact owner) | Contact Owner |
To customize which fields Blinq syncs and how they map, see [Blinq field mapping](/features/field-mapping).
## Meeting and interaction records
When you export contacts, Blinq also pushes their associated interactions to HubSpot as **Meeting** objects, linked to the contact record.
| Data point | HubSpot field | Value |
| ---------- | ------------------- | ------------------------------------------ |
| Timestamp | Meeting date | When the interaction occurred |
| Title | Meeting title | "Interaction from Blinq" |
| Body | Meeting description | "Interacted with \{contact name}" |
| Location | Location | Where the interaction took place |
| Duration | Start / end time | Interaction time + 15 min default duration |
## Deduplication
HubSpot uses email address as the unique identifier for contacts. When you export a Blinq contact, HubSpot matches it to any existing contact with the same email and updates that record instead of creating a duplicate.
If a matching contact is already managed by another source, Blinq leaves it unchanged rather than overwriting it.
Your CRM has the final say on every export. Duplicate and matching rules, required fields, and validation rules set up in your CRM can change how a record is matched, allow a duplicate to be created, or block an export entirely.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Blinq Salesforce integration overview
Source: https://docs.blinq.me/integrations/salesforce
Connect your Blinq contacts directly to Salesforce so captured contacts flow into your CRM automatically.
The Salesforce integration is available on **Business** and **Enterprise** plans. [View pricing →](https://blinq.me/pricing)
Our Salesforce integration connects your Blinq contacts directly to Salesforce.
Contacts captured in Blinq flow into your CRM automatically, complete with notes, tags, and campaign attribution. Your team gets clean, contextual data where they already work, without manual exports.
You can install and configure the Salesforce integration from your [Blinq dashboard](/integrations/salesforce/connecting-salesforce).
## Prerequisites
* You must be an **Admin** or **Owner** in your Blinq workspace to set up and manage the Salesforce integration.
* You'll need a Salesforce account with **System Administrator** permissions, or a custom profile with **API Enabled**, **Author Apex**, and **Manage Connected Apps** permissions.
* Blinq's Salesforce integration is available on **Business** and **Enterprise** plans.
## Feature overview
| Feature | Supported | Configuration |
| --------------------------------------------------------------- | --------- | ---------------------------------------------------- |
| Sync updates to contacts from Blinq to Salesforce automatically | Yes | Toggle on/off |
| Sync Blinq contact notes | Yes | Toggle on/off |
| Sync Blinq contact tags | Yes | Toggle on/off |
| Auto export new Blinq contacts | Yes | Toggle on/off |
| Export contacts as Leads or Contacts | Yes | Toggle in integration settings (Contacts by default) |
| Assign contact owner in Salesforce | Yes | Matched to Blinq owner |
| Contact de-duplication | Yes | Matched on unique email address |
| Campaign sync | Yes | Link Blinq campaign to a Salesforce campaign |
| Custom field mappings | Yes | Toggle in integration settings |
| Sync AI Notetaker summaries | Yes | Toggle in integration settings |
## Documentation for our Salesforce integration
Install the Salesforce integration from your Blinq dashboard.
Control how Blinq syncs contacts, notes, and tags to Salesforce, and how contacts are shared.
Enable Notes and add Blinq fields to your Contact and Lead page layouts.
Contact field mapping, custom fields, and deduplication behavior.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Configuring Blinq for Salesforce
Source: https://docs.blinq.me/integrations/salesforce/configuring-blinq
Control how Blinq syncs contacts, notes, and tags to Salesforce, and how contacts are shared.
## Configuring Blinq
Once you export a Blinq contact to Salesforce, it keeps its original type. A Lead stays a Lead and a Contact stays a Contact.
Once connected, you can control how Blinq syncs data to Salesforce. Toggle any option on or off at any time from **Settings → Integrations → Salesforce**.
### Export contacts as Contacts or Leads
Choose whether Blinq exports your contacts to Salesforce as **Contacts** or **Leads**. You can update this setting at any time in your integration settings.
### Automatically update changes to Blinq contacts in Salesforce
When enabled, Blinq automatically updates Salesforce whenever you change a contact's details. Your CRM stays current without manual re-entry.
### Sync contact notes
When enabled, Blinq syncs notes from a contact to Salesforce as Notes on the associated Contact or Lead record.
### Sync contact tags
When enabled, Blinq syncs tags from a contact (including contact tags, workspace tags, and campaign tags) to custom fields on the Salesforce record.
### Automatically export new Blinq contacts to Salesforce
When enabled, Blinq automatically exports every new contact to Salesforce. When disabled, you can still export contacts one at a time from **All company contacts**.
## Sharing contacts to Salesforce
Blinq automatically shares contacts captured on a team card with your team. No manual sharing required.
Export contacts to Salesforce from **Blinq → Contacts → All company contacts**.
Blinq doesn't export your personal contacts to Salesforce unless you've shared them with your team. If you haven't shared a contact with your organization yet, you can share it from the **Share** menu on the individual contact record, in the dashboard or Blinq app.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Configuring Salesforce for Blinq
Source: https://docs.blinq.me/integrations/salesforce/configuring-salesforce
Enable Notes and add Blinq fields to your Contact and Lead page layouts.
Once you connect Blinq, there are two things to set up on the Salesforce side: enabling Notes so Blinq can sync them, and adding Blinq's custom fields to your Contact or Lead page layout so they're visible in Salesforce.
Access both from the **Setup** menu in Salesforce.
## Enable Notes in Salesforce
Blinq syncs contact notes to Salesforce as Notes on the associated record. You need to enable Notes in your Salesforce account; without it, note sync won't work.
In Salesforce, click the **Setup** gear icon in the top right.
In the Setup search bar, type **Notes Settings**.
Check **Enable Notes** and save your changes.
## Add Blinq fields to your page layout
For additional guidance on editing page layouts, see the [Salesforce Help Center](https://help.salesforce.com).
When you connect Blinq, it automatically creates the following custom fields in your Salesforce account. They won't appear in your Contact or Lead views until you add them to your page layout.
Blinq creates the following fields automatically in Salesforce:
* **Blinq Contact Tags:** contact-level tags applied in Blinq.
* **Blinq Workspace Tags:** workspace-level tags.
* **Blinq Campaign Tags:** campaign tags from linked Blinq campaigns.
* **Blinq Campaigns:** campaign names.
* **Blinq Card Link:** a direct link to the contact's Blinq card.
You'll also want to add **Notes** to your page layout. Blinq contact notes sync directly into the native Notes feature in Salesforce, but Notes may not appear on Contact or Lead records by default.
To add Blinq fields to your page layout:
In Salesforce, click the **Setup** gear icon in the top right.
In the Quick Find search box, type **Object Manager**.
Select **Lead** or **Contact** depending on how you'd like to sync your Blinq contacts to Salesforce.
Click **Page Layouts** in the left sidebar, then select the layout you want to update.
In the layout editor, find the **Fields** section in the palette on the left. Search for **Blinq** to filter the custom fields. Drag each Blinq field from the palette onto the layout where you'd like it to appear.
To add Notes, scroll to the **Related Lists** section of the palette and drag **Notes & Attachments** onto the layout.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Connecting Salesforce to Blinq
Source: https://docs.blinq.me/integrations/salesforce/connecting-salesforce
Install the Salesforce integration from your Blinq dashboard.
* In the Blinq dashboard, navigate to **Settings** in the left-hand menu.
* Select the **Integrations** tab.
* Click **Connect** on the Salesforce integration.
A pop-up window opens. Sign in to your Salesforce account using administrator credentials.
If you have access to multiple Salesforce accounts, select the account you'd like to connect to Blinq.
Once authorized, close the pop-up window. Your Blinq dashboard opens with the Salesforce integration settings visible.
**Salesforce is now connected to Blinq.**
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Blinq Salesforce field reference
Source: https://docs.blinq.me/integrations/salesforce/field-reference
Contact field mapping, custom fields, and deduplication behavior for the Blinq Salesforce integration.
Blinq syncs contact data to Salesforce fields on the Contact or Lead record, depending on your export type setting. Blinq creates these custom fields automatically when you connect the integration.
## Contact field mapping
If the following information is present on the Blinq contact, Blinq syncs it to the corresponding Salesforce field.
| Blinq contact field | Salesforce field |
| --------------------------- | --------------------------------------- |
| Name | Name |
| Job title | Title |
| Company | Company (Lead) / Account Name (Contact) |
| Email (first/primary) | Email |
| Phone number | Phone / Mobile |
| Address | Address |
| Company website/URL (first) | Website |
| Blinq Card URL | Blinq Card Link (custom field) |
| Contact tags | Blinq Contact Tags (custom field) |
| Workspace tags | Blinq Workspace Tags (custom field) |
| Campaign tags | Blinq Campaign Tags (custom field) |
| Campaigns | Blinq Campaigns (custom field) |
| Notes | Notes (on Contact or Lead record) |
To customize which fields Blinq syncs and how they map, see [Blinq field mapping](/features/field-mapping).
## Custom fields created by Blinq
Blinq creates the following custom fields in Salesforce when you connect the integration. These fields appear on both Contact and Lead records.
| Field name | Description |
| -------------------- | ----------------------------------------- |
| Blinq Card Link | A direct link to the contact's Blinq card |
| Blinq Contact Tags | Contact-level tags applied in Blinq |
| Blinq Workspace Tags | Workspace-level tags |
| Blinq Campaign Tags | Campaign tags from linked Blinq campaigns |
| Blinq Campaigns | Names of linked Blinq campaigns |
## Deduplication
When you export a Blinq contact to Salesforce, Blinq looks for an existing record with the same email address, and falls back to phone number if there's no email.
If Blinq finds a record it already manages, it updates that record. Blinq never merges Leads and Contacts; combining them is a Salesforce action.
If a matching record is already managed by another source, Blinq leaves it unchanged rather than overwriting it.
Your CRM has the final say on every export. Duplicate and matching rules, required fields, and validation rules set up in your CRM can change how a record is matched, allow a duplicate to be created, or block an export entirely.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Blinq Zapier integration overview
Source: https://docs.blinq.me/integrations/zapier
Push Blinq contacts to Zapier the moment they're created or updated, and connect them to over 9,000 apps and tools.
The Zapier integration is available on **Business** and **Enterprise** plans. [View pricing →](https://blinq.me/pricing)
Our Zapier integration connects your Blinq contacts directly to Zapier.
Blinq pushes your contacts to Zapier the moment they're created or updated, complete with notes and tags. From there you can structure them exactly as you need, across over 9,000 compatible apps and tools.
You can install and configure the Zapier integration from your [Blinq dashboard](/integrations/zapier/connecting-zapier).
## Prerequisites
* You must be an **Admin** or **Owner** in your Blinq workspace to set up and manage the Zapier integration.
* You'll need a Zapier account. Blinq is a free app on Zapier, so you don't need a paid Zapier plan to connect the two. The availability and usage limits of other integrations may still depend on your Zapier plan.
* Blinq's Zapier integration is available on **Business** and **Enterprise** plans.
## Feature overview
| Feature | Supported | Configuration |
| --------------------------------------- | --------- | ---------------------------- |
| Trigger when a Blinq contact is created | Yes | New Contact trigger |
| Trigger when a Blinq contact is updated | Yes | Updated Contact trigger |
| Send Blinq contact notes | Yes | Mapped as fields in your Zap |
| Send Blinq contact tags | Yes | Mapped as fields in your Zap |
| Send campaign attribution | Yes | Mapped as fields in your Zap |
| Enhanced field mapping | Yes | Toggle in Zapier |
| Connect to over 9,000 other apps | Yes | Through your Zap's actions |
## Documentation for our Zapier integration
Generate your Blinq authentication token and connect the Blinq app in Zapier.
Configure a Blinq trigger so your Zap runs whenever a contact is created or updated.
A worked example using the New Contact trigger to build a row in Zapier Tables.
Every field Blinq sends to Zapier and how it appears in the Zap editor.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Connecting Zapier to Blinq
Source: https://docs.blinq.me/integrations/zapier/connecting-zapier
Generate your Blinq authentication token and connect the Blinq app in Zapier.
* In the Blinq dashboard, navigate to **Settings** in the left-hand menu.
* Select the **Integrations** tab.
* Click **Connect** on the Zapier integration.
* Blinq displays your ID, with the option to generate or regenerate a token.
* You need both credentials to connect the Blinq app in Zapier.
* Find and add the Blinq app in Zapier by searching for Blinq, or visit our app page directly: [zapier.com/apps/blinq/integrations](https://zapier.com/apps/blinq/integrations).
* Once the app is installed, press **Add connection**.
* A pop-up window opens. Authenticate and connect Blinq by pasting the ID and token from the previous step, then press **Connect**.
* You should see a green circle and **Connected** under **Status** for the Blinq application in Zapier.
* You can test this connection at any time from your [Zapier connections](https://zapier.com/app/assets/connections/blinq) by clicking the three dots and selecting **Test connection**.
**Blinq is now connected to Zapier.**
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Creating a trigger in Zapier
Source: https://docs.blinq.me/integrations/zapier/creating-a-trigger
Configure a Blinq trigger so your Zap runs whenever a contact is created or updated.
## Configuring Zapier
To start configuring Zapier with Blinq contacts, select **New Zap** from the Zapier dashboard, or manually navigate to **Home → Create → Zaps**. This opens the New Zap editor, where you can build a Zap workflow with AI or create each step manually.
## Creating a trigger
* Click the **Trigger** event which is step 1 in a Zap workflow.
* Select Blinq as the trigger. You can find it in the **Apps** menu, or search for Blinq in the top bar.
The integration has two options for trigger events:
* **New Contact:** Triggers when a contact is created.
* **Updated Contact:** Triggers when a contact is updated.
* If you've already connected your account, you can go straight to testing. Click **Continue** at the bottom of the Trigger configuration panel.
* If you haven't connected your Blinq account yet, see [Connecting Zapier](/integrations/zapier/connecting-zapier).
* After setup, Zapier prompts you to test your trigger. Click **Test Trigger** at the bottom of the Trigger configuration panel on the Test screen.
* Select a contact record to test, or search to test a specific record. If you don't see a record, click the **Find new records** prompt.
* Once selected, click **Continue with selected record** at the bottom of the panel.
* At this point, you've connected and authenticated Blinq, selected your trigger, and passed testing.
* Now, you can move on to configuring Actions in your Zap workflow. These actions are where you control what the workflow does once triggered by your Blinq trigger.
* For an example and steps, see our [example configuration](/integrations/zapier/example-configuration).
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Create a Zap: example configuration
Source: https://docs.blinq.me/integrations/zapier/example-configuration
A worked example using the New Contact trigger to build a row in Zapier Tables.
## Create a Zap: example configuration
Our previous page, [Creating a trigger](/integrations/zapier/creating-a-trigger), covered configuring Blinq triggers. If you haven't set one up yet, start there before you continue.
Here's an example of configuring actions with the New Contact trigger. It walks you through generating output in a Zap workflow whenever a new Blinq contact is added.
With your Blinq Trigger for New Contact configured, follow the steps below:
* Click the **Action** event which is step 2 in your Zap workflow, directly after your trigger event.
* For this example, we're going to configure output to Zapier's Tables, which is a native feature within Zapier, meaning no additional accounts or set up required.
* Select **Tables** from the Products list, or search Tables in the top bar.
* Once Zapier Tables is selected as the Action App, select an Action event from the dropdown below.
* For this example we're going to use **Create Record**. You can search the action list at the top.
* Once your Action event is selected, click **Continue** at the bottom of the Action configuration panel.
* If you don't have any Zapier Tables created, you can click **Create Table** under the Table ID selector.
* Configure the Text Field option that appears. You can type text in here, but more importantly you can select Blinq specific fields by using `/` or the Plus icon.
* With the field mapping menu open and **Blinq → New Contact** as the trigger, you will see specific options to build the data output you want from a Blinq contact.
* To keep this example simple and understand the basics, let's construct a simple new row from the Blinq contact field mapping. The field mapping will show data from your test contact where available.
* You can search the field mappings in the top bar of the pop-out menu.
* Select First Name as the first field mapping attribute.
* Select Last Name as the second field mapping attribute.
* Select Business Name as the third field mapping attribute.
* Select Primary Email as the fourth field mapping attribute.
* This should give us a clear output of `{First Name}{Last Name}{Business Name}{Primary Email}`.
* Now, let's add some manual formatting to shape the output into something more usable. We can add manual formatting by typing directly in the text field between the Blinq mappings.
* For this example I've built the following, typing the spaces and the words `from` and `Contact:` by hand between the field mappings: `{First Name} {Last Name} from {Business Name}. Contact: {Primary Email}`
* Once you've finished step 4, press **Continue** at the bottom of the Action configuration panel. Zapier prompts you to test the action.
* Once tested, you can review the results.
* Finish and activate your Zap workflow by clicking **Publish**. Once you publish, your Zap is live and runs automatically whenever it's triggered.
* For the Zapier Table we just configured, you can view your results in the table we created.
* In your Zapier dashboard, go to **Assets → Tables**.
* When you open the table you created, or the one used in the action, you'll see your Blinq contact data as a row, with the text field populated as you configured it.
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).
# Blinq Zapier output and field reference
Source: https://docs.blinq.me/integrations/zapier/field-reference
Every field Blinq sends to Zapier when a trigger fires and how it appears in the Zap editor.
When a Blinq trigger fires, Blinq sends the full contact record to Zapier as a set of fields you can map into any action. This reference lists the fields Blinq sends and how they appear in the Zap editor.
## Enhanced field mappings (optional)
Zapier's enhanced field mapping makes structured data easier to work with. [Learn more in Zapier's documentation →](https://help.zapier.com/hc/en-us/articles/46001908703757-Enhanced-field-mapping-makes-structured-data-easier-to-work-with)
If you want granular control over how you map Blinq attributes in Zapier, turn on enhanced field mappings.
It adds more options, where applicable, for things like:
* Seeing the structure of each data field as a tree.
* Mapping single items from lists, e.g. extracting a single tag instead of all tags.
* Specific control of what is mapped.
## Core fields (quick reference)
The most commonly used fields. See the complete reference below for every field Blinq sends.
| Field (in Zapier) | Payload key | What it contains |
| -------------------- | ------------------------- | -------------------------------------------- |
| First Name | `first_name` | Contact's first name |
| Last Name | `last_name` | Contact's last name |
| Business Name | `business_name` | Company or organization name |
| Job Title | `job_title` | Contact's role or position |
| Primary Email | `primary_email` | The first email on the contact record |
| Primary Phone | `primary_phone` | The first phone number on the contact record |
| Primary Business URL | `primary_business_url` | Main company website |
| Contact Tags (text) | `blinq_contact_tags_text` | Contact's tags, comma-separated |
| Notes (text) | `blinq_notes_text` | All notes on the contact, as plain text |
| Blinq Contact ID | `contact_id` | Unique identifier for the contact in Blinq |
### Event details
| Field (in Zapier) | Payload key | What it contains |
| ----------------- | ------------ | -------------------------------------------------------------------------------- |
| Blinq Contact ID | `contact_id` | Unique identifier for the contact in Blinq |
| Event Type | `event_type` | `contact.created` for New Contact, `contact.updated` for Updated Contact |
| Event ID | `event_id` | Unique identifier for this trigger event |
| Updated (ms) | `updated_ms` | When the contact was last updated, in milliseconds; sent on Updated Contact only |
Blinq uses these identifiers so Zapier doesn't process the same event twice.
## Complete field reference
### Contact details
| Field (in Zapier) | Payload key | What it contains |
| ------------------- | --------------------- | ----------------------------------- |
| First Name | `first_name` | Contact's first name |
| Middle Name | `middle_name` | Contact's middle name |
| Last Name | `last_name` | Contact's last name |
| Preferred Name | `preferred_name` | Name the contact prefers to go by |
| Maiden Name | `maiden_name` | Contact's maiden name |
| Honorific Prefix | `honorific_prefix` | Title before the name (e.g. Dr, Ms) |
| Honorific Suffix | `honorific_suffix` | Title after the name (e.g. PhD) |
| Pronouns | `pronouns` | Contact's pronouns |
| Job Title | `job_title` | Contact's role or position |
| Department | `department` | Department within the company |
| Business Name | `business_name` | Company or organization name |
| Profile Picture URL | `profile_picture_url` | Link to the contact's profile photo |
| Company Logo URL | `company_logo_url` | Link to the company logo |
### Contact methods
| Field (in Zapier) | Payload key | What it contains |
| ----------------------- | ------------------------- | --------------------------------------------- |
| Primary Email | `primary_email` | The first email on the contact record |
| Primary Email Label | `primary_email_label` | Label for the primary email (e.g. Work) |
| Secondary Email | `secondary_email` | The second email on the contact record |
| Secondary Email Label | `secondary_email_label` | Label for the secondary email |
| Primary Phone | `primary_phone` | The first phone number on the contact record |
| Primary Phone Label | `primary_phone_label` | Label for the primary phone (e.g. Mobile) |
| Secondary Phone | `secondary_phone` | The second phone number on the contact record |
| Secondary Phone Label | `secondary_phone_label` | Label for the secondary phone |
| Primary Address | `primary_address` | Main address |
| Primary Address Label | `primary_address_label` | Label for the primary address |
| Secondary Address | `secondary_address` | Second address |
| Secondary Address Label | `secondary_address_label` | Label for the secondary address |
### Links and social profiles
Blinq sends a field for each link on the contact's card.
| Field (in Zapier) | Payload key | What it contains |
| ---------------------- | ------------------------ | -------------------------- |
| Primary Business URL | `primary_business_url` | Main company website |
| Secondary Business URL | `secondary_business_url` | Additional company website |
| LinkedIn | `linkedin_url` | LinkedIn profile URL |
| X (Twitter) | `twitter_url` | X / Twitter profile URL |
| Instagram | `instagram_url` | Instagram profile URL |
| Facebook | `facebook_url` | Facebook profile URL |
| YouTube | `youtube_url` | YouTube channel URL |
| TikTok | `tiktok_url` | TikTok profile URL |
| Snapchat | `snapchat_url` | Snapchat profile URL |
| WhatsApp | `whatsapp_url` | WhatsApp link |
| Telegram | `telegram_url` | Telegram link |
| Signal | `signal_url` | Signal link |
| WeChat | `wechat_url` | WeChat link |
| Skype | `skype_url` | Skype link |
| Discord | `discord_url` | Discord link |
| Twitch | `twitch_url` | Twitch channel URL |
| GitHub | `github_url` | GitHub profile URL |
| Calendly | `calendly_url` | Calendly scheduling link |
| PayPal | `paypal_url` | PayPal link |
| Venmo | `venmo_url` | Venmo link |
| Cash App | `cashapp_url` | Cash App link |
| Yelp | `yelp_url` | Yelp listing URL |
| Promo | `promo_url` | Promotional link |
Blinq sends any other link type on the card using the same pattern, `_url`.
### Tags, campaigns, and notes
Blinq sends each of these both as a list and as a combined text value.
| Field (in Zapier) | Payload key | What it contains |
| ------------------------- | ------------------------------- | ------------------------------------------------ |
| Contact Tags | `blinq_contact_tags` | Contact's tags, as a list |
| Contact Tags (text) | `blinq_contact_tags_text` | Contact's tags, comma-separated |
| Workspace Tags | `blinq_workspace_tags` | Workspace tags applied to the contact, as a list |
| Workspace Tags (text) | `blinq_workspace_tags_text` | Workspace tags, comma-separated |
| Campaigns | `blinq_campaigns` | Campaigns the contact is a lead on, as a list |
| Campaigns (text) | `blinq_campaigns_text` | Campaigns, comma-separated |
| Campaign Tags | `blinq_campaign_tags` | Tags from those campaigns, as a list |
| Campaign Tags (text) | `blinq_campaign_tags_text` | Campaign tags, comma-separated |
| Notes | `blinq_notes` | Manual notes, each with note text and date |
| Notes (text) | `blinq_notes_text` | All manual notes, as plain text |
| AI Notetaker Notes | `blinq_ai_notetaker_notes` | AI Notetaker notes, each with note text and date |
| AI Notetaker Notes (text) | `blinq_ai_notetaker_notes_text` | All AI Notetaker notes, as plain text |
### Custom Lead Capture Form fields
If your workspace uses a Lead Capture Form, Blinq also sends each form question as its own field, named after the question, so you can map it directly. Blinq provides a combined summary too.
| Field (in Zapier) | Payload key | What it contains |
| ----------------------- | ------------------------------- | -------------------------------------------------------------- |
| Custom Fields (text) | `blinq_custom_fields_text` | All Lead Capture Form answers, one `Question: answer` per line |
| (one per form question) | `blinq_custom_field_` | The answer to that form question |
### Need help?
For any questions or issues, [contact Blinq support](https://support.blinq.me/en/) or email [support@blinq.me](mailto:support@blinq.me).