TapyTap Salesforce integration
TapyTap + Salesforce Integration
Sync NFC-captured contacts to Salesforce automatically. Contacts, leads, and activities — in 4 seconds.
What is it?
TapyTap natively integrates with Salesforce to sync captured contacts as Leads or Contacts with activity logging.
Why is it useful?
Eliminates manual CRM entry after events. Contacts appear in Salesforce before you leave the conversation.
Who needs it?
Sales teams using Salesforce CRM across MENA and globally.
How does it work?
- 1
Connect Salesforce
Authorize from Settings → Integrations in your TapyTap dashboard.
- 2
Configure mapping
Map TapyTap fields to Salesforce Leads, Contacts, and custom fields.
- 3
Tap and sync
Every captured contact syncs to Salesforce with activity logged.
Benefits
- Contacts and Leads sync
- Activity logging
- Custom field mapping
- Team-wide integration
Use cases
Limitations
- Recipients need a smartphone with NFC or QR capability.
- Profile loading requires internet connectivity.
- CRM sync requires a Pro or Business plan.
Pricing
Starter is 25 EGP/month. Pro is 50 EGP/month. Prime is 125 EGP/month. Prepaid 3, 6, and 12 month offers available. Physical NFC cards sold separately at tapytap.app/collections.
View full pricing →Comparison
Best practices
- Test with one tap before events
- Map custom fields to your Salesforce setup
- Enable activity logging
Frequently asked questions
Which Salesforce objects sync?
Contacts, Leads, and Activities.
Is Salesforce available on Free?
CRM sync requires Pro or Business plan.
Related
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