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.
TRUSTED BY COMPANIES & PROFESSIONALS WORLDWIDE
direct export to Salesforce
Export Contacts Straight Into Your Favorite CRM
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.
Collecting data manually takes time
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.
Other solutions provide only basic integrations
Many digital business cards only provide basic integrations, which can have glitches with syncing.
Don’t miss out on automating your data collection
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.
Scan, Store, and Soar
From Paper To Your CRM
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.
Automatically export new contacts
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.
Track the team members’ progress
Identify teammates that make the best progress, and analyze their performance to help everyone from your team boost their progress.
Automatically sync contacts
Control whether any updates to a contact's details are automatically passed through to the corresponding Salesforcecontact.
Perfect for networking enthusiasts
Whether you’re a sales executive, CEO, a Real Estate agent, or you just love networking, Tapni is a solution for you.
Book a demoSeamless Integration,
Seamless Integration,
Maximum Output
Book a demo with us today!
Faq
Frequently Asked Questions
For any other questions, please feel free to contact us.