Handshook + Salesforce
Find Salesforce records from new scanned badges or business cards in Handshook
Find if an existing record exists in Salesforce from a new scanned badge or business card in Handshook. Create one if it doesn’t exist and use assignment rules in Salesforce to assign the contact. This Zap saves your team hours by eliminating the need for tedious manual entry of leads and SQLs into your CRM.
Find if an existing record exists in Salesforce from a new scanned badge or business card in Handshook. Create one if it doesn’t exist and use assignment rules in Salesforce to assign the contact. This Zap saves your team hours by eliminating the need for tedious manual entry of leads and SQLs into your CRM.
- When this happens!New Connection
Triggers when a new connection is created in your app.
- Free forever for core features
- 14 day trial for premium features & apps
New Connection
Triggers when a new connection is created in your app.
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About Handshook
Handshook is a mobile CRM app that uses AI for scanning business card and event badges and features automated follow-ups and data enrichment.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
