Explainer Video 👇
Integrating CardTapp with your Salesforce and Jungo instance can streamline your business processes significantly. This guide provides a step-by-step tutorial on how to establish this connection using Zapier.
Prerequisites
Set Up a Free Zapier Account: Before beginning, ensure you have a free account on Zapier. This account is adequate for the integration process.
Log into Your CardTapp Dashboard: Open a new tab and log into your CardTapp dashboard.
Log into Your Salesforce or Jungo Instance: Access your Salesforce or Jungo account. Note that for integration purposes, Salesforce and Jungo are treated similarly. Always use the Salesforce option in Zapier for either instance.
Step-by-Step Guide
Step 1: Configure Zapier
Navigate to Zapier Dashboard: After logging into your Zapier account, go to your dashboard.
Create a New Zap for CardTapp Contacts: In Zapier, search for a template to transfer contacts to Salesforce. Click 'Try it' to begin the setup.
Connect to CardTapp: Click on 'Sign in' to connect Zapier to CardTapp. You might need to grant permissions if prompted.
Step 2: Set Up Trigger Event
Test the Trigger: Zapier will send a test user from CardTapp. Click 'Continue with selected record'.
Move on to Salesforce Integration: Select the option to create a new record in Salesforce when a new CardTapp user (tapper) is created.
Step 3: Configure Salesforce Integration
Choose Salesforce Account: Connect your Salesforce account to Zapier. You may need to log in and grant necessary permissions.
Define Record Type: Select the type of record you want to create in Salesforce (e.g., contact, new lead).
Customize Record Fields: Depending on your Salesforce or Jungo setup, assign mandatory fields such as last name, first name, email, and phone number.
Assign fields like 'Tapper last name', 'Tapper first name', 'Tapper Mobile Phone Formatted, SFDC' (Salesforce format), and email.
Ensure you assign an owner to the contact in Salesforce for proper record assignment.
Step 4: Finalize and Publish
Review and Continue: After filling in the necessary fields, click 'Continue'.
Test and Confirm: Zapier will send a new record to Salesforce. Look for green check marks indicating successful steps.
Publish Your Zap: Click on 'Publish' to activate your Zap. This will start the automatic transfer of CardTapp contacts to Salesforce.
Conclusion
Following these steps will establish a seamless connection between CardTapp and Salesforce/Jungo through Zapier, automating the process of transferring contacts and enhancing efficiency. If you encounter any issues or need specific configurations, consider consulting with your internal IT department for further assistance.