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How Team Contacts Work

Understanding how HeyDrop Teams tracks and manages contacts captured by your team members.

Updated over 2 weeks ago

How Team Contacts Work

Every time a team member captures a new contact — whether through the exchange form on their card or by scanning a physical business card — that contact is stored in the shared Contacts section of the HeyDrop Teams dashboard.


What admins see

The Contacts tab gives admins a company-wide view of all captured leads. For each contact, you can see:

  • Contact name and profile photo (if available)

  • Connected With — which team member captured this contact

  • Source — how the contact was captured (see below)

  • Connection Date — when the contact was added


Contact sources

Each contact in HeyDrop Teams has one of two sources:

  • Contact form — the visitor filled in the "Exchange contacts" form on the team member's digital card page. This happens when someone scans the QR code or opens the card link and submits their details.

  • AI Scanner — the team member used the HeyDrop mobile app to scan a physical business card or badge. The AI Scanner reads the card and creates the contact automatically.


Contact attribution

Contacts are always attributed to the specific team member who captured them — shown in the Connected With column. This makes it easy to see who is generating leads and follow up accordingly.


Editing and removing contacts

Each contact has an actions menu (⋮) with two options:

  • Edit contact details — update the contact's information

  • Remove Contact — delete the contact from the team's list


Sending contacts to your CRM

You can sync all captured contacts directly to HubSpot by connecting the HubSpot integration. See the HubSpot CRM Integration article for setup instructions.


Need help?

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