Every contact someone shares with you on your Anexus profile flows automatically into your CRM the moment it's captured. Connect once, never copy a lead by hand again.
The CRMs we support
10 in total — split into two groups based on how you connect:
Paste a token (8 CRMs — the easiest)
Each of these lets you generate a personal API token in their settings. You paste it into Anexus, we validate it, you're connected. No third-party redirects.
OAuth login (2 CRMs — needs admin approval in your org)
These two require the enterprise OAuth flow. You click "Connect with Salesforce/Zoho," log in on their site, approve the permission request, and you're back in Anexus. Your IT admin may need to whitelist Anexus in your Salesforce/Zoho org first.
How to connect a CRM
In the app, go to Settings → CRM Integrations.
Find the CRM you want and click Connect.
For token-based CRMs: the card expands. Paste the token (and any extras like company domain). Click Save & connect.
For OAuth CRMs: you're redirected to the CRM's login page. Sign in, approve, you're back in Anexus.
The card switches to a green "Connected" state with the account name. Done. Every new contact captured from now on auto-syncs to this CRM.
What syncs (and what doesn't)
What syncs automatically
- Every new contact someone submits via your exchange form
- The fields they filled in: name, email, phone, company, job title, message
- A note marking the source (NFC tap, QR scan, Apple Wallet, shared link)
What doesn't sync automatically (you click Sync past contacts)
- Contacts captured before you connected the CRM — there's a Sync past contacts button on each connected card. Click it once and we push everything that hasn't gone over yet, in batches.
What never syncs
- Contacts without a valid email address (e.g., garbage test entries). CRMs require a real email; we skip these silently rather than spam your CRM with broken records.
- Notes you add inside Anexus's Mini CRM. Those are private to you in Anexus.
Connecting multiple CRMs
You can connect as many CRMs as you want — all 10 at once if you actually use them all. Each new contact gets pushed to every connected CRM, independently. If one fails, the others still go through.
If a contact fails to sync
Each connected card shows the last sync status. If something fails (network blip, the CRM's own validation rejecting the data, etc.), the card shows a yellow warning with the actual reason from the CRM. The contact stays "pending" and the next click of Sync past contacts retries it.
Testing a connection
Each connected card has a Test button. Click it to confirm your token still works (tokens can be revoked from inside the CRM by an admin). If the test fails, just reconnect.
Disconnecting
Click Disconnect. We stop pushing contacts to that CRM immediately. The contacts already pushed stay there — we don't reach back into the CRM to delete anything. If you reconnect later, only new contacts auto-push; for the gap period, click Sync past contacts.
Security
- Your API tokens are encrypted at rest using AES-256-GCM. Even if our database were compromised, the tokens would be unreadable without the encryption key (stored separately).
- OAuth tokens (Salesforce, Zoho) use the standard refresh-token flow — we never see your CRM password.
- Every connect, disconnect, and sync attempt is recorded in an audit log we can inspect if anything goes wrong.
- You can revoke our access from inside your CRM at any time (look for "Connected Apps" or "Authorized Apps" in your CRM's security settings). Even if you do that without telling us, our next sync attempt will detect the revocation and surface a friendly error.
What's next
- Pick your CRM from the list above and follow the step-by-step
- Managing contacts inside Anexus — the Mini CRM that lives alongside your external CRM
- Settings walkthrough — find the Integrations section in the sidebar