Contacts+ integration with Salesforce
How to Create Salesforce Contacts from new Contacts+ business cards
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Salesforce Contacts from new Contacts+ business cards" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Contacts+ integrations
Contacts+ actions
Nekton can use any feature that is available in Contacts+ API.
Using our advanced AI, you can easily create custom automations for Contacts+.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a contact.
Remove Tag From Contact
Removes Tags from a contact.
Update Contact
Updates a contact.
Find Contact
Find a contact by name, company, email, phone or any combination.
Add Note to Contact
Appends a note to a contact.
Create or Get Tag
Gets or creates a tag.
About Contacts+
Contacts+, formerly known as FullContact, is a modern contact management app to keep your contacts up-to-date across all leading platforms.