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Salesforce + Sansan

Add new Sansan business cards to Salesforce as leads

Save time spent entering new lead information into Salesforce by hand. Instead add the information on all newly scanned business cards into Salesforce as leads automatically with the help of Zapier, and save huge amounts of time.

Save time spent entering new lead information into Salesforce by hand. Instead add the information on all newly scanned business cards into Salesforce as leads automatically with the help of Zapier, and save huge amounts of time.

  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 Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Scanned or Registered ByRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • BizCard IDRequired

    Action
    Write
    • 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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    • Disclaimer

    • Salesforce ObjectRequired

    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
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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.

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