If you collect leads through QR code forms, you can now sync those submissions directly into Salesforce as Lead records. Once connected, every new form response is sent to your Salesforce org automatically, so your sales team can follow up without anyone exporting and re-importing spreadsheets.
Prerequisites
Uniqode Business+ plan or above with admin privileges
Insights enabled on your Uniqode account (start a free trial from the Insights section if not yet active)
Who can use this feature
Insights Admins can connect the organization's Salesforce account and manage the org-level connection.
Only admins can enable sync on forms and configure field mapping, once Salesforce is connected at the org level.
Connect Salesforce to your Uniqode organization
Go to Insights → Integrations in the left-nav.
Click the Salesforce CRM card.
Click Connect Salesforce.
You'll be redirected to Salesforce to log in and grant access.
Once you approve, you're redirected back to Uniqode. The page now shows your Salesforce instance URL, the connected account's email, and a green Connected badge.
Note: Disconnecting revokes the stored access token and pauses sync on every form using this connection. You'll see a confirmation prompt before this happens. Your sync log and existing field mappings are kept, so reconnecting later doesn't require reconfiguring anything.
Enable sync for a form
On the Salesforce detail page, find the form in the sync configuration table.
Click on the gear icon, then turn on the Sync toggle for that form.
If the form doesn't already have a field mapping, the mapping screen opens automatically so you can set one up before sync starts.
Map form fields to Salesforce Lead fields
Click on the gear icon on a form's row.
The Salesforce object type is set to Lead — this is the only option for now.
For each form field on the left, choose a matching Salesforce Lead field from the dropdown on the right. Common fields like email, phone, first name, and last name are pre-filled automatically — look for the small icon marking auto-matched fields.
Optionally add static values — fixed values sent with every submission. LeadSource = "QR Code Scan" is pre-suggested so you can tell QR-captured leads apart in Salesforce reports.
Click Save.
Note: Salesforce requires Last Name and Company to create a Lead. You'll not be able to save until you map these fields.
Check sync status
You can also check sync status without leaving the form builder: open QR Codes → Forms → [your form] → Set Up, where a Salesforce CRM card shows whether the form is connected, syncing, or has recent failures, with a link back to Insights to manage it.
Frequently Asked Questions
What happens if I add a new field to a form that is already syncing?
The integration will not automatically map the new field. Your form will continue to sync to Salesforce without interruption, but the data from the newly added field will be ignored. To fix this, go to Insights → Integrations → Salesforce CRM, click Configure mapping for that form, map your new field, and save.
How does the integration handle duplicate form submissions?
Currently, the integration does not merge or update existing records. Every time a form is submitted, Uniqode attempts to create a brand-new Lead in Salesforce.
If your Salesforce organization allows duplicates, multiple scans by the same person will result in multiple Lead records.
If your Salesforce organization has strict active duplicate rules that block Lead creation, the duplicate submission will be blocked and will show up as a "Failed" sync in your Uniqode sync log.
What happens if a field is required in Salesforce, but optional on my Uniqode form?
Salesforce's rules will always override. If a scanner leaves an optional form field blank, but that field is marked as required in your Salesforce Lead setup, Salesforce will reject the submission. The submission will show as "Failed" in your Uniqode sync log with a
REQUIRED_FIELD_MISSINGerror.The fix: To prevent this, always ensure that any required field in Salesforce is also toggled to "Required" inside the Uniqode form builder.