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Set up your first integration
Quickly connect Scan2Lead to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Scan2Lead with Salesforce - 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 "All New and Changed Leads" from Scan2Lead.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Scan2Lead and Salesforce, 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.
- All New and Changed Leads
Retrieves new and changed Leads. Since last call.
Try ItTriggerPolling - 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
- Watch Leads
Triggers when a visitors badge barcode is scanned or a businesscard is scanned and on any change or deletion of a visitor record.
Try ItTriggerInstant - 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
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Connect Scan2Lead and Salesforce 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
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Frequently Asked Questions about Scan2Lead + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Scan2Lead and Salesforce
How do I integrate Scan2Lead with Salesforce?
To integrate Scan2Lead with Salesforce, start by logging into your Zapier account. Use our Zap editor to create a new Zap that triggers when a new lead is scanned in Scan2Lead. Then, select the corresponding action in Salesforce, such as creating a new contact or updating a lead.
What triggers are available for Scan2Lead in the integration?
When integrating with Salesforce, the primary trigger available for Scan2Lead is when a new lead is scanned. We make it simple to initiate workflows as soon as data is collected from events or trade shows.
Can I update existing records in Salesforce using data from Scan2Lead?
Yes, you can configure your integration to update existing records in Salesforce. Choose the update action during setup and make sure to map fields correctly so that your Scan2Lead data aligns with existing records.
Is it possible to create custom fields in Salesforce for my Scan2Lead data?
Certainly, before you set up your integration, ensure that custom fields have been added in Salesforce where you want to map specific data from Scan2Lead. Our platform allows you to match these fields easily during configuration.
Do I need coding skills to connect Scan2Lead with Salesforce?
No programming skills are required. We’ve designed the integration process through our platform to be intuitive and user-friendly, utilizing straightforward triggers and actions between Scan2Lead and Salesforce.
How often does the data sync between Scan2Lead and Salesforce?
Data typically syncs immediately when triggered by scanning a new lead through Scan2Lead. However, if you're experiencing any delays, review your Zap configurations and internet connectivity.
What should I do if my integration between Scan2Lead and Salesforce isn't working?
First, check that your Zap between Scan2Lead and Salesforce is turned on and properly configured. Ensure all credentials are correct and that there are no connectivity issues from either service side.
