Handshook + Salesforce
Create contacts and leads in Salesforce from new connections in Handshook
This Zap automatically creates a new contact and lead in Salesforce from each new scanned business card or event badge in Handshook. This integration saves your team hours by eliminating the need for tedious manual entry of leads and SQLs into your CRM.
This Zap automatically creates a new contact and lead in Salesforce from each new scanned business card or event badge in Handshook. This integration 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.
- automatically do this...Create Contact
Creates a new contact.
- then do this!Create Lead
Creates a new lead in Salesforce.
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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.
