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Cardtapp + Salesforce

Create new Salesforce records when tappers are created in Cardtapp

Streamline your workflow with this helpful automation which prompts a new record in Salesforce every time a Tapper is created in the Cardtapp app. Stay organized and efficient as this process takes the manual effort out of updating your CRM. Enjoy a simplified work routine that gives you more time to focus on strategic tasks.

Streamline your workflow with this helpful automation which prompts a new record in Salesforce every time a Tapper is created in the Cardtapp app. Stay organized and efficient as this process takes the manual effort out of updating your CRM. Enjoy a simplified work routine that gives you more time to focus on strategic tasks.

  1. When this happens...
    CardtappCardtapp
    Tapper Created

    Triggers when a new Tapper is created.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Tapper External IDRequired

    Action
    Search
    • History ObjectRequired

    Trigger
    Scheduled
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  • 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.

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About Salesforce

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