How to integrate Sansan with Salesforce to add updated business card information from Sansan to Salesforce

Sansan is a convenient tool that streamlines business card management by digitizing cards with just a scan and allowing easy sharing within the company. However, manually adding updated Sansan registration information to Salesforce can reduce the time available for important tasks. This article details the benefits of integrating Sansan with Salesforce and provides easy-to-follow steps for setting up automation.

Benefits of Integrating Sansan with Salesforce

Benefit 1: Maintain Consistency in Customer Data

Since the latest business card information is automatically reflected in Salesforce, you can enhance the consistency of customer data. For example, when new contact information is added or changed, it is automatically updated in Salesforce, allowing the sales team to respond based on the latest customer information. Maintaining data consistency enables the use of up-to-date customer information in sales activities, making it easier to prevent data discrepancies and errors. Additionally, maintaining information consistency reduces the risk of unnecessary interactions and misunderstandings, potentially leading to smoother communication. Furthermore, when multiple sales representatives approach the same customer, acting based on the latest information as a team can facilitate smooth collaboration.

Benefit 2: Streamline the Sales Process

When business card information is updated in Sansan, the data is automatically reflected in Salesforce, eliminating the need for manual data entry. For example, when a sales representative receives a new business card, scanning it with the Sansan app immediately reflects the information in Salesforce. This allows for a quick transition to the next sales activity without spending time on data entry. Moreover, preparing for the next meeting with a client based on the latest information helps make more appropriate proposals.

This automation also enables sales representatives to always have accurate and up-to-date customer information, allowing for efficient progress in negotiations. As a result, communication with customers can be based on the latest information, contributing to building trust.

In this article, we will proceed with the integration using Yoom. If you haven't used it yet, please take a look at Getting Started with Yoom.

[What is Yoom]

How to Create a Sansan and Salesforce Integration Flow

This time, we will create a flow to [Add to Salesforce when business card information is updated in Sansan]. Using this flow, business card data updated in Sansan will be automatically registered in Salesforce, eliminating the need for manual input.

It's easy to set up with just 4 steps.

1. Register Sansan and Salesforce in My Apps
2. Set up a trigger to activate when business card information is updated in Sansan
3. Configure to add records in Salesforce
4. Test and verify

Step 1: Integrate Sansan and Salesforce with My Apps

1. Log in to your Yoom account.

If you don't have an account, please create one on the Yoom account creation page.

Click "My Apps" and select "New Connection".

2. Click on New Connection.

3. You can search by app name from the red frame. This time, search for and register Sansan and Salesforce respectively.
Once registration in My Apps is complete, the icons for Sansan and Salesforce will be displayed in My Apps. Please confirm.

For more details on integrating Salesforce with My Apps, please refer to the following link
How to Register Salesforce with My Apps

Please note that Sansan and Salesforce are apps available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the configured Flowbot will result in errors, so please be careful.
Some paid plans like the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

For more detailed information about Yoom, please check the Yoom Help Center.

Select a Template and Prepare a Storage Location

Click "Try it" from the link below.

If the following display appears, the template copy was successful.

Step 2: Set a trigger to activate when business card information is updated in Sansan

1. First, click on "When business card information is updated" at the top.

2. You can set the title freely.
Enter the account information to connect with Sansan.
Select "When business card information is updated" as the trigger.
Once you have finished entering, click "Next".

3. Set the trigger activation interval.
You can choose the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest activation interval varies depending on the plan.

‍

Step 3: Set to add a record in Salesforce

1. Return to the flow.
Next, click on the "Add a record" icon.

2. Enter the account information to connect with Salesforce.
Select "Add a record" as the action to execute.

3. Set the My Domain URL and the API reference name of the object.
For how to check each API reference name in Salesforce, please refer to the link below.
How to check each API reference name in Salesforce
Once the settings are complete, click "Next".

4. Enter the values for the record to be added.
Once the settings are complete, perform a test and save if there are no issues.

5. This completes the flow of [Add to Salesforce when business card information is updated in Sansan].

Step 4: Test and Confirmation

Once the settings are complete, the following screen will be displayed.
Click the "Turn ON Trigger" button to activate the flow bot.

By simply using Yoom's template, you can easily set it up without any programming knowledge.
Try this convenient flow from the link below.

Other Automation Examples Using Sansan and Salesforce

There are many other examples of automation using Sansan and Salesforce in Yoom, so here are a few introductions.

1. This is a flow where business card information registered in Sansan is registered as lead information in Salesforce.
This template automatically links basic information to the lead object in Salesforce when business card information is registered in Sansan.
Information such as name, address, contact details, and position included on the business card is automatically reflected in Salesforce.

2. This is a flow that adds updated business card information from Sansan to a Google Spreadsheet.
This flow automatically registers updated information from Sansan into a Google Spreadsheet, reducing the burden of data entry tasks.
As a result, the time previously spent on data entry can be allocated to other tasks, potentially speeding up operations.

3. This is a flow to send an email via Gmail when business card information is registered in Sansan.
By using this template, you can automatically send notification emails via Gmail every time new business card information is registered in Sansan.
This eliminates the need for manual contact and improves operational efficiency.

Summary

By integrating Sansan with Salesforce, information updated in Sansan can now be automatically registered in Salesforce.
This reduces the need for manual data entry, allowing employees to focus more on other tasks.
Yoom is a convenient tool that enables easy automation of tasks without requiring specialized knowledge. It integrates with the apps you regularly use through simple operations, supporting improved work efficiency and task simplification.
Utilize Yoom to help improve your daily operations.