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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.

  1. When this happens...
    SansanSansan
    New Business Card

    Triggers when a business card is scanned or registered. This excludes business cards you do not have permission to access.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • Scanned or Registered ByRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • BizCard IDRequired

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It

    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
sansan logo
sansan logo

About Sansan

Sansan is a cloud based contact management system. Digitize your business cards with 99.9% accuracy and share the contact information with your colleagues. Save time and increase your business opportunities.
Learn more

Related categories

  • Contact Management

Related Zap Templates

  • Add new Sansan business cards to Salesforce as leads

Related Zap Templates

  • Add new Sansan business cards to Salesforce as leads

 

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