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Export your collected Contacts from Uniqode to Salesforce CRM
Export your collected Contacts from Uniqode to Salesforce CRM

Manage and nurture your contacts towards conversions by exporting them to Salesforce CRM.

Bidisha Sinha avatar
Written by Bidisha Sinha
Updated over a week ago

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.

Prerequisites

  • Uniqode Business+ plan with administrator privileges

  • Salesforce account with administrator privileges

Integrate Salesforce CRM with your Uniqode account

Initiate Installation

  1. Sign in to your Uniqode Cards account

  2. Go to Integrations in the left menu

  3. Click on the Salesforce card in the Integrations page

  4. Click on Next

  5. Uniqode will be pre-selected under Lead Source

  6. Click on Connect

Grant Permission to Uniqode App

Once you click on Connect, you will be redirected to Salesforce for permissions.

  1. Sign in to your Salesforce account

  2. Go through the permission requirements and click on Accept

  3. 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 Contacts 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.

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.

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