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Cardtapp + Salesforce

Create new Salesforce contacts from newly created Cardtapp tappers

Whenever a new card is created in your Cardtapp platform, let this workflow take over. It will promptly create a contact in Salesforce, ensuring that you never miss keeping an essential record of your new clients or contacts. Simplify your follow-ups with this efficient and time-saving automation.

Whenever a new card is created in your Cardtapp platform, let this workflow take over. It will promptly create a contact in Salesforce, ensuring that you never miss keeping an essential record of your new clients or contacts. Simplify your follow-ups with this efficient and time-saving automation.

  1. When this happens...
    CardtappCardtapp
    Tapper Created

    Triggers when a new Tapper is created.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Cardtapp triggers, actions, and search

    Tapper Created

    Triggers when a new Tapper is created.

    Trigger
    Instant
    Try It
    • NameRequired

    • Phone

    • Tags

    • E-Mail

    • Send Share

    • Note

    • Lead Source

    • Cobranded With

    Action
    Write
    • Tapper External IDRequired

    Action
    Search
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
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About Cardtapp

Retain customers, capture more referrals, and sell more with your own digital business card app from Cardtapp.

Related categories

  • Marketing
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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