Integrate Salesforce with Sansan to automate your work
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Zapier makes it easy to integrate Salesforce with Sansan - no code necessary. See how you can get setup in minutes.
Select a trigger from Salesforce
Setup an action from Sansan
That’s it! You just connected Salesforce to Sansan
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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.
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.
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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.
