Automate Lead Generation with CRM Integration
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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.
Donāt miss out on automating your data collection
Thatās 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.
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 donāt have to worry about it.
Automatically sync contacts
Control whether any updates to a contact's details are automatically passed through to the corresponding Salesforce contact.
Track the team membersā progress
Identify teammates that make the best progress, and analyze their performance to help everyone from your team boost their progress.
Perfect for Networking Enthusiasts
Whether youāre a sales executive, CEO, a Real Estate agent, or you just love networking, Tapni is a solution for you.
Seamless Integration, Maximum Output
Book a demo with our us today!
Frequently Asked Questions
What is the Tapni and Salesforce CRM Integration?
The Tapni and Salesforce CRM integration is a seamless, no-code-required solution designed to automate the process of managing your contacts.
With this integration, you can automatically sync your Tapni digital business card contacts directly into your Salesforce CRM account, streamlining your outreach and data management.
How Do I Export Contacts from Tapni to Salesforce?
Once your Tapni account is integrated with Salesforce, you can control the export settings from your Tapni dashboard. You can choose to have new contacts automatically exported to your Salesforce CRM or do it manually based on your preference.
Can I Automatically Sync Updates to Contacts?
Absolutely. The Tapni and Salesforce CRM integration allows you to automatically update any changes to a contact's details in Tapni, and these updates will be automatically passed through to the corresponding Salesforce contact.
This feature eliminates manual work and the risk of outdated or incorrect information.
Is the Tapni and Salesforce Integration Secure?
Yes, maintaining the security of your data is a top priority for us. The Salesforceintegration adheres to industry-leading security protocols, ensuring that your contact information remains private and secure.
Who Benefits the Most from Using Tapni's Salesforce Integration?
Anyone who values efficient networking will benefit from this integration. Whether you are a CEO, sales executive, Real Estate agent, or simply a networking enthusiast, Tapni's Salesforce integration is perfect for you.
How Can Tapni Boost My Team's Performance?
Tapni not only streamlines your contact management but also provides analytics to track your team's networking performance. Identify who in your team is making the best progress and use the data to enhance overall efficiency.
