Connect Salesforce and Sansan to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Salesforce to Sansan with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with Sansan - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Find Tags" in Sansan.
You’re connected!
Zapier seamlessly connects Salesforce and Sansan, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Salesforce and Sansan to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Salesforce + Sansan integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Sansan
What is required to integrate Salesforce with Sansan?
To integrate Salesforce with Sansan, you need an active account on both platforms. Additionally, API access must be enabled in your Salesforce account. Our integration uses triggers from Sansan such as 'New Business Card' and actions in Salesforce like 'Create Lead.'
How does the integration handle new business cards from Sansan?
When a new business card is scanned and saved in Sansan, it triggers an action to create a lead or contact in Salesforce automatically. You can customize the mapping of information fields to ensure accurate data transfer.
Can I customize which fields from Sansan are transferred to Salesforce?
Yes, the integration allows you to map fields according to your requirements. This customization ensures that specific data points from a business card in Sansan correspond accurately to fields within your Salesforce records.
How often does the synchronization occur between Sansan and Salesforce?
The synchronization happens automatically each time a trigger event occurs in Sansan, such as when a new business card is added. This real-time or near-real-time sync ensures that your Salesforce database stays up-to-date with the latest contacts.
Is it possible to update existing contacts in Salesforce using information from Sansan?
Yes, our integration supports updating existing records. If a business card scanned into Sansan corresponds with an existing contact or lead in Salesforce, it will update the record instead of creating a duplicate.
What triggers can be set up in the integration between these two platforms?
Triggers available include 'New Business Card' added and 'Updated Card' event within Sansan. These triggers initiate actions like creating or updating records in Salesforce as part of our seamless automation process.
Are there any known limitations when integrating these systems?
While our integration facilitates robust functionality between the two platforms, limitations include potential API call limits imposed by either platform and complex custom field mapping requiring additional configuration time.
