Sansan integration with Salesforce
How to Add new Sansan business cards to Salesforce as leads
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 "Add new Sansan business cards to Salesforce as leads" 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 Sansan integrations
Sansan actions
Nekton can use any feature that is available in Sansan API.
Using our advanced AI, you can easily create custom automations for Sansan.
Here are some typical actions you can do in your automated workflows.
Find Tags
Search for tags by business card ID. This excludes tags you do not have permission to access.
New Business Card
Triggers when a business card is scanned or registered.
This excludes business cards you do not have permission to access.
About Sansan
Sansan is a cloud based contact management system. Digitize your business cards with 99.9% accuracy and share the contact information with your colleagues. Save time and increase your business opportunities.