Salesforce + Sansan
Create Salesforce leads from new Sansan business cards
This workflow offers a swift solution to transfer fresh contacts from your Sansan Business Cards straight into your Salesforce as new leads. Streamlining this process ensures that potential partners or customers end their business card exchange with you, already integrated into your lead pipeline in Salesforce. Save time, reduce manual data entry, and build stronger relationships with fluid, seamless information management.
This workflow offers a swift solution to transfer fresh contacts from your Sansan Business Cards straight into your Salesforce as new leads. Streamlining this process ensures that potential partners or customers end their business card exchange with you, already integrated into your lead pipeline in Salesforce. Save time, reduce manual data entry, and build stronger relationships with fluid, seamless information management.
- When this happens...New Business Card
Triggers when a business card is scanned or registered. This excludes business cards you do not have permission to access.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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