Your digital business card platform.
Tapni x Salesforce = Dynamic DUoAutomate Lead Generation with
Automate Lead Generation with
CRM Integration
Export your team-wide leads easily into your Salesforce — no code required.
Your digital business card platform.
Export your team-wide leads easily into your Salesforce — no code required.
With Salesforce integration, you are able to export Tapni contacts information straight to Salesforce.You can also control whether new contacts are automatically exported to Salesforce from the Tapni dashboard.
It takes a lot of time to collect data manually and upload each contact to your CRM list by yourself. And doing it manually increases the chance of making mistakes.
Many digital business cards only provide basic integrations, which can have glitches with syncing.
Experience effortless contact collection through our AI-powered business card scanner.
Seamlessly transition your paper business card details into your Salesforce CRM, enabling fluid communication.
Leverage this streamlined data to refine your outreach, precisely engage your target audience, and connect through multiple channels.
Control whether or not newly created contacts are immediately synced with Salesforce. If not, make sure each contact you collect gets exported automatically, so you don’t have to worry about it.
Identify teammates that make the best progress, and analyze their performance to help everyone from your team boost their progress.
Control whether any updates to a contact's details are automatically passed through to the corresponding Salesforcecontact.
Book a demo with us today!
For any other questions, please feel free to contact us.
That’s why we created native integrations with different CRMs, along with Hubspot, to help you collect data in one place without having to worry about it.
Whether you’re a sales executive, CEO, a Real Estate agent, or you just love networking, Tapni is a solution for you.
Browse our comprehensive product guides and documentation
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