Salesforce + Sansan Integrations
How to connect Salesforce + Sansan
Zapier lets you send info between Salesforce and Sansan automatically—no code required.
Popular Salesforce + Sansan workflows
Add new Sansan business cards to Salesforce as leads
Add new Sansan business cards to Salesforce as leadspremium
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create RecordCreates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- Sansan
Triggers when a business card is scanned or registered. This excludes business cards you do not have permission to access.
Scheduled
Trigger
- Sansan
Search for tags by business card ID. This excludes tags you do not have permission to access.
Scheduled
Action
How Salesforce + Sansan Integrations Work
- Step 1: Authenticate Salesforce and Sansan.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Sansan
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