As you share your digital business cards with your peers, you may also obtain their contact information, which gets listed in the Contact Manager menu. Now, you might want to take the next steps to contact and nurture your contacts into your business by exporting them to CRM software. To make this process simple, Uniqode now supports integration with Salesforce, which enables you to sync your contacts automatically to Salesforce synchronously and automatically.
Imagine if you are a sales professional attending a networking event to find new prospects. Use Uniqode's digital business card to exchange contact information with prospects. As the event concludes, you find yourself with a list of contacts stored in Uniqode. To effectively manage and nurture these contacts towards conversions, you realize the need to integrate Uniqode with Salesforce. By exporting your contacts to Salesforce, you can centralize your lead management, track engagement, create personalized communication strategies, and drive successful conversions. With the Uniqode-Salesforce integration, you can revolutionize your lead management process.
Prerequisites
Uniqode Business+ plan with administrator privileges
Salesforce account with administrator privileges
Integrate Salesforce CRM with your Uniqode account
Copy the Callback URL from Uniqode
Sign in to Uniqode as an administrator.
Click Cards in the top-left.
Click Integrations in the left menu.
Click Salesforce.
Copy the Callback URL.
Paste the callback URL in Salesforce CRM
Open a new tab, then sign in to your Salesforce account.
If you are using Lightning Experience:
Click the gear icon near the bell icon in the top right corner, then click Setup. A new page will open.
In the left menu, under PLATFORM TOOLS, expand Apps, then click App Manager.
Click New Connected App in the top right corner.
If you are using the Salesforce Classic:
Click Setup in the top-right corner.
In the left menu, under BUILD, expand Create, then click Apps.
In the Connected Apps section, click New.
Enter “Uniqode” in the connected App Name field.
Enter “Uniqode” in the connected API Name field.
Enter your email address in the Contact Email field.
In the API (Enable OAuth Settings) section, turn on Enable OAuth Settings.
Paste the Callback URL copied from Uniqode in the Callback URL field.
For the Selected OAuth Scopes field, select and add the following scopes:
Access the identity URL service (id, profile, email, address, phone)
Manage user data via APIs (api)
Perform requests at any time (refresh_token, offline_access)
Scroll down to the end of the page, then click Save. Once done, it will take 10 minutes for this setting to be done in Salesforce.
Note: After you have created the app in Salesforce, please wait for 10 minutes before proceeding to the next step.
Click Continue.
Copy the Consumer Key and Consumer Secret from Salesforce CRM
If you are using Lightning Experience:
In the left menu, under PLATFORM TOOLS section, expand Apps, then Connected Apps.
Click Manage Connected Apps.
If you are using Salesforce Classic:
Click Setup in the top-right corner.
In the left menu, under BUILD, expand Create, then click Apps.
Under the Connected Apps section, click the Uniqode app that you created.
In the Manage Connected Apps page, under the API (Enable OAuth Settings) section, click Manage Consumer Details next to the Consumer Key and Secret field.
Enter the verification code that would be sent to your email address registered with Salesforce, then click Verify.
Copy the Consumer Key and Consumer Secret.
Paste the Consumer Key and Consumer Secret in Uniqode
Return to Uniqode, then click Next on the Connect with Salesforce page.
Paste the copied Consumer key and Consumer secret in their respective fields.
Click Connect.
Click Allow.
Please note that the contacts will be synced with Salesforce every 15 minutes. If you want to disconnect from Salesforce, click Disconnect. After disconnecting, the contacts exported to Salesforce will remain unaffected, and no more contacts will be synced further. To reconnect with Salesforce again, you must perform all the steps from the start.
Troubleshooting errors
If everything works fine, Salesforce will be connected with Uniqode, and contacts will start getting exported with Salesforce. 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.