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
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 Next
Uniqode will be pre-selected under Lead Source
Click on Connect
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 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.