HeyDrop

An overview of HeyDrop Teams — the web platform for managing digital business cards across your entire company.

What is HeyDrop Teams?

A quick-start guide to setting up HeyDrop Teams for your company.

Getting Started with HeyDrop Teams

How to create digital business cards for your team members and send them invitation emails.

Creating Cards and Adding Team Members

How to edit a team member's card — updating personal information, job title, company details, and contact info.

Editing a Card — Personal Details and Company Details

How to add and manage links on a team member's digital business card — websites, social media, booking links, and more.

Adding Links to a Card

How to set the logo, brand color, and card design template for each team member's digital business card.

Customizing Card Appearance and Templates

How to configure and download Apple Wallet and Google Wallet passes for team member cards.

Setting Up Apple Wallet and Google Wallet Cards

How to set a custom, memorable URL for a team member's digital business card (e.g. heydrop.me/jane).

Setting a Custom Card URL

How to download a QR code for any team member's digital business card.

Downloading QR Codes for Team Cards

How to set company-wide default branding — logo, brand color, card template, and company details — so new cards are pre-populated automatically.

Setting Default Branding and Company Info

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

How Team Contacts Work

How to export all team contacts to a CSV file for use in spreadsheets or other tools.

Exporting Team Contacts to CSV

Overview of HeyDrop Teams pricing plans — Small, Medium, and Large Teams.

HeyDrop Teams Plans and Pricing

What to do when you've hit the maximum number of cards on your current plan.

What Happens When You Reach Your Card Limit

How to connect, configure, and manage the HubSpot CRM integration in HeyDrop Teams.

HubSpot CRM Integration

Documentation for HeyDrop Teams platform for business users and company admins. 

HeyDrop Teams

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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