Connect Tapni with Salesforce for Contact Export
Tapni Team
10 steps
41 seconds
Tapni
1
Navigate to [https://business.tapni.com/integrations](https://business.tapni.com/integrations)
2
Click on Salesforce integration
3
If you want to test Salesfoce in SandBox, please turn on this part
4
Confirm
5
Click "Connect with Salesforce" and connect Tapni with Salesforce
6
Click "Export Tapni contacts to Salesforce automatically" if you want to export contact automatically after created contact
7
Click "Save contacts as leads" if you need to save data as lead in Salesforce
8
Click "Fields Mapping"
9
Click "Sync Fields" to get fields from Salesforce and set mapping
10
Click "Logs" to see export log
