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Salesforce CRM Integration

Automatically send scanned business cards to Salesforce to create contacts or leads.

Written by Nir Heimann

You can seamlessly integrate Haystack with Salesforce using our Webhook integration. Using webhook integration via a third-party automation platform (like Zapier, Make, etc.) gives you the ability to set up powerful, complex and even AI driven workflows.

This integration enables Haystack to send contact data that automatically creates Contacts or Leads in your Salesforce.

To set up the integration:

  1. Login to the Admin Dashboard (must be an Admin of a paid Haystack account)

  2. Click the "Integrations" tab >> select "Salesfoce" and follow the instructions

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