Guides
Step by step, from the person you met to the record in your CRM.
How-to guides for the jobs Shmor does: capturing contacts at events, forwarding emails, connecting Attio or HubSpot, business cards, LinkedIn profiles, follow-ups and deals. Each one says where the vendor’s own documentation backs a step.
All guides
- How to add a LinkedIn profile to your CRM with your Apollo keyAdd your own Apollo API key to Shmor, send a LinkedIn profile link, and get the person's name, title, company and work email in your CRM.2 min read
- How to capture conference contacts into your CRM with TelegramA step-by-step routine for logging everyone you meet at a conference from Telegram, with a note and a follow-up task, before you leave the venue.4 min read
- How to connect Attio to Shmor with an access tokenCreate an Attio workspace access token with the right scopes, paste it into Shmor, and check what Shmor adds to your People object.3 min read
- How to connect HubSpot to Shmor with a service keyCreate a HubSpot service key (or use a private app token) with the scopes Shmor needs, paste it in, and check the Shmor property group it adds.3 min read
- How to forward emails to your CRM as contactsTurn an introduction, a reply with a signature or a card photo in your inbox into a CRM contact with a note and a follow-up task, by forwarding it.3 min read
- How to get a business card into your CRM from your phonePhotograph a business card, add a line of context, and Shmor creates the person and company in ShmorCRM, Attio or HubSpot with a note and a task.3 min read
- How to send voice notes to your CRM after every conversationRecord a 30-second voice note after you meet someone, and Shmor transcribes it and saves the person, a note and a follow-up task to your CRM.5 min read
- How to set CRM follow-up tasks from a chat messageSay when to follow up in the message you send Shmor, or tap a button, and the task lands in ShmorCRM, Attio or HubSpot with the right due date.2 min read
- How to start in ShmorCRM and move to Attio or HubSpot laterUse ShmorCRM, Shmor's built-in micro-CRM, from day one, then export your records as CSV and import them into Attio or HubSpot when you switch.3 min read
- How to track deals from the people you meetTell Shmor what you sell, and when a conversation sounds like an opportunity it offers to create the deal in ShmorCRM, Attio or HubSpot.2 min read
- How to turn screenshots, badges and email signatures into CRM contactsScreenshot a LinkedIn or event-app profile, photograph a badge or capture an email signature, and Shmor saves the person and company to your CRM.5 min read
- How to write follow-up messages that get replies, with templatesCopy-ready follow-up templates for LinkedIn, email and chat apps after meeting someone, plus timing, subject lines and how to nudge without nagging.5 min read