Uniqode now integrates with Salesforce, allowing you to automatically sync contacts from your digital business cards to Salesforce CRM. This helps you manage and nurture your leads effortlessly. Your team can follow up from Salesforce without exporting or re-entering contact details.
Prerequisites
Uniqode Business+ plan with administrator privileges
Salesforce account with administrator privileges
Users without admin access on both accounts cannot connect Salesforce.
Integrate Salesforce CRM with your Uniqode account
Initiate Installation
Sign in to your Uniqode Cards account
Go to Integrations in the left menu
Click on the Salesforce card in the Integrations page
Click on Connect
Install the Uniqode App in Salesforce (First-time Only)
If the Uniqode app isn't installed in your Salesforce account yet, you'll see a prompt to install it after you click Connect.
Follow the prompt to the Salesforce installation page
Select Install for Admins Only and click Install. Installation can take up to a minute.
Once installation is complete, click Done.
Return to your Uniqode dashboard and click Connect again to continue.
Note: Uniqode automatically checks whether the app is already installed in your Salesforce account, so you'll only see this prompt the first time. If the app is already installed, clicking Connect takes you straight to the permissions step below.
Grant Permission to Uniqode App
Once you click on Connect, you will be redirected to Salesforce for permissions.
Sign in to your Salesforce account
Go through the permission requirements and click on Accept
Wait for Salesforce to redirect to Uniqode Cards dashboard
Once the permission is granted, you will land on the Salesforce integration page on the Uniqode dashboard with an overview of the sync status of your contacts.
Synced Leads on Salesforce
Leads collected from your organization's cards will appear under Leads in your Sales Console. For each lead, if the card owner is a Salesforce user, they will appear as the Lead owner, and their alias will show under the Owner Alias column. If not, the System Administrator's alias will be listed.
Fields you can map
Uniqode Field | Salesforce Field |
First name | First Name |
Last name | Last Name |
Additional emails | No field selected |
Phone | Phone |
Additional phones | No field selected |
LinkedIn URL | No field selected |
Twitter URL | No field selected |
Event | No field selected |
Profile summary | No field selected |
Message from Contact | Description |
Labels | No field selected |
Notes | No field selected |
Capture URL | No field selected |
Capture method | No field selected |
Card name | No field selected |
Creation source | No field selected |
Company | Company |
Job title | Title |
Company LinkedIn | No field selected |
Choose an overwrite logic
Overwrite logic decides what happens when the mapped Salesforce field already has a value. You can click the ? icon next to Overwrite Logic in the dashboard at any time to see these options.
Add if missing: Adds the Uniqode value only when the Salesforce field is empty. Existing values stay unchanged.
Overwrite: Replaces the existing Salesforce value with the Uniqode value.
Append: Adds the value if the field is empty. If a value already exists, the Uniqode value is added after it, separated by a semicolon (;).
Note: You can only choose an overwrite logic after you've selected a Salesforce field for that row. The dropdown stays disabled while the row shows No field selected.
Synced Leads on Salesforce
Leads collected from your organization's cards will appear under Leads in Salesforce. If the card owner is a Salesforce user, they are set as the Lead Owner. If not, the lead is assigned to the default owner [CONFIRM: the user who connected the integration, or the org's default lead owner].
Lead Sync Status on Uniqode
Under Lead Sync Summary, click the number under Synced or Failed. This opens a table of all leads with that status.
Note: Leads are synced in real time. As soon as a lead is collected on a card, it is synced to Salesforce.
Retry Sync
To retry leads that failed to sync, filter by sync status, select the leads one by one or all at once, and click Sync Again.
Note: Leads collected before you connected Salesforce are not synced automatically.
To sync leads collected on your cards before you connected Salesforce:
Go to the Salesforce integration page on your Uniqode dashboard
Under Lead Sync Summary, click the number to go to Contact Details
Filter by the Pending sync status
Select the leads one by one or all at once
Click Sync Again
Mandatory Fields
Salesforce requires Email and Company name for every lead. Leads missing either field can't be created in Salesforce, so make sure your card's lead capture form collects both.
Duplicate Handling
Email is used to identify duplicates. If a new lead comes in with an email address that already exists in Salesforce, the existing record is updated with the latest details instead of a duplicate being created.
Note: Company name is required but isn't used to check for duplicates. Two leads with the same company name and different email addresses are synced as separate records.
Sync Behavior
Salesforce follows the same sync rules as the HubSpot integration — adding missing records, updating and overriding existing ones, and resyncing leads all work the same way.
Troubleshooting errors
If you face any issues connecting to Salesforce, note the error shown and refer to the Salesforce error guide to check and resolve the issue.