Skip to main content
Connect your existing Salesforce account to export Tapify contacts as Leads. Applies to: Team owners and admins with Teams Connect.

​
Before you connect

Contact Tapify support to arrange setup and get the installation link. Your Salesforce admin must install Tapify’s app package once before connecting. Your Salesforce organization must support API access. The user connecting needs permission to read, create and update Leads, read Contacts, and create and link Notes. Ask your Salesforce admin to check these permissions. You do not need a Salesforce developer account or your own API credentials.

​
Connect Salesforce

  1. Sign in to your Tapify web dashboard and select your team.
  2. Open Settings → Integrations → Salesforce.
  3. Select Connect Salesforce and sign in to the Salesforce account you want to use.
  4. Approve access. Tapify will show Connected.

​
Export contacts

  • Automatically: Turn on Automatically export new contacts. This applies to newly saved contacts; existing contacts are not exported automatically.
  • Manually: Open Contacts, select one or more contacts, then choose Export → Export to Salesforce and confirm.
Contacts need a name and valid email address. Add a company before creating a new Lead if Salesforce requires it.

​
What is exported?

Tapify sends the contact’s name, email, company, job title, work phone, mobile and website when available. Saved notes and the LinkedIn URL are added as a separate Salesforce note. That note is exported once; later edits in Tapify do not update it. Tapify matches existing Leads by email. Automatic exports fill empty fields; manual exports update supplied details. Empty Tapify fields do not erase Salesforce values. Changes in Salesforce are not copied back to Tapify.

​
Check your exports

Open Settings → Integrations → Salesforce and check Export activity for progress or errors. If an export needs attention, follow the message before retrying. Duplicate matches, existing Contacts and converted Leads require review in Salesforce.

​
Disconnect

Select Disconnect in the Salesforce integration settings and confirm. Future exports stop. Leads and notes already exported remain in Salesforce.