snapADDY for Salesforce
All snapADDY products are integrated into your Salesforce CRM. This way, you can capture and enrich contact data in the interface and export visit reports directly to Salesforce.
Capture and enrich leads, contacts, and accounts
With snapADDY DataQuality, you can automatically record contact data from different sources (such as business cards, email signatures, or professional networks) in Salesforce in a matter of seconds. When creating new contact data, the integrated Smart Autocomplete feature automatically suggests missing data and completes it with a single click.
The intelligent application automatically transfers the new contact data from the signatures in your incoming emails directly into Salesforce. After a duplicate check, a new lead, contact, or company is created or an existing record is updated. Thus, your Salesforce CRM system is always up to date and complete without any additional effort.
Your trade shows leads in Salesforce without typing
With the snapADDY VisitReport lead app, you can capture all your trade show leads without having to resort to the classic sheet of paper. Instead, you can use a digital questionnaire adapted to the course of each of your meetings. You can also scan the contact details of your contacts automatically onto business cards at the trade show.
You can show videos or catalogs and send a follow-up e-mail from the app immediately after the meeting is over. You can export all recorded contact data directly to your Salesforce CRM. Be encouraged to provide the best service to your contacts faster than the competition and gain the biggest advantage!
Scan business cards and export them to Salesforce
Getting business cards into the CRM without any typing – how is that possible? With snapADDY BusinessCards, you can scan all contact data in just seconds and export it to your Salesforce CRM structured and error-free. In this way, every contact is stored where it is needed and where all colleagues can see it: in the CRM.
Duplicate check when creating leads, contacts, and accounts
The snapADDY DataQuality smart app uses artificial intelligence to recognize phonetic or other similarities between data records in your Salesforce CRM. You can customize the integrated duplicate check to your specific search and analysis criteria or user-defined entities.
Using a traffic light system, you can check whether a data record already exists in Salesforce, whether the corresponding data needs to be updated or added, or whether two data records need to be merged. In this way, you can ensure that all data is up to date, complete, and without duplicates in your CRM.
Custom fields in Salesforce
In addition to standard fields such as lead, contact, and account, you can also add information to other entities such as activities, tasks, appointments, applicants, opportunities, and products.
Quick and easy setup
Setting up snapADDY with Salesforce is done in a few seconds. Thanks to direct integration into the CRM system forms, no time-consuming IT work is required.
Salesforce Group and Salesforce Professional (no API option)
Simply store the URL of your CRM system in the snapADDY configuration. To transfer a new contact, you also need to be logged into the CRM system. This way you can start the data transfer with snapADDY. This feature is only available for Salesforce Classic.
From Salesforce Professional (with API option)
Are you using Salesforce Professional (including the "Web Services API" option), Salesforce Enterprise, Salesforce Unlimited, or Salesforce Performance? Then use our Salesforce API connection. Log into snapADDY directly with your regular Salesforce data and take advantage of additional benefits such as our duplicate check and custom fields.
