IntegrationsSalesforce
Scan business cards and badges into Salesforce
Connect Salesforce once in the Swopi dashboard and choose Lead or Contact. Then scan a business card, an event badge or a QR code with the Swopi app on iPhone or Android. Swopi AI adds verified email, phone and company data, and the record appears in Salesforce in seconds, in standard fields, with the event name.
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in/jonas-lindqvistSaved to SalesforceTeams at these companies use Swopi.
What lands in Salesforce
Every scan becomes a real Salesforce record in native fields, tagged with the event. Anything without a standard field, like your notes or the intent score, arrives as a note on the same record.
Saved to Salesforce- Swopi
- Salesforce
- First name
- Lead or Contact: First Name
- Last name
- Lead or Contact: Last Name
- Business email
- Lead or Contact: Email
- Direct phone
- Lead or Contact: Phone
- Mobile phone
- Lead or Contact: Mobile
- Job title
- Lead or Contact: Title
- Company name
- Lead: Company
- Company website
- Lead: Website
- Industry, company size, revenue
- Lead: Industry, No. of Employees, Annual Revenue
- Company address and country
- Lead: Address (Street, City, Zip/Postal Code, Country)
- Event name, notes, intent score
- Lead or Contact: Description
How to connect Salesforce
- 1
Connect Salesforce
In the Swopi dashboard, open Integrations and sign in with Salesforce. No API keys to copy.
- 2
Choose Lead or Contact
Pick the object Swopi creates in Salesforce and switch on automatic sync.
- 3
Scan at the booth
Scan a badge, a paper card in any language or a QR code with the Swopi app. It works without the organizer's rented scanner.
- 4
Let Swopi AI complete the record
Swopi AI adds verified business email, direct phone, seniority, LinkedIn and company data from 20+ data providers and official business registries.
- 5
Work the lead in Salesforce
The Lead or Contact is in Salesforce in seconds, with the event name. Use the follow-up email Swopi AI drafted, or your own sequence.
Swopi AI
Salesforce lead enrichment, done at the booth
A badge or a card often has only a name and a company. Swopi AI finds the rest in seconds, shows where each detail came from, and never overwrites what your team typed.
- Work email
- Direct phone
- Job title, seniority and LinkedIn
- Company website, industry, size and address
What Salesforce does on its own
Salesforce says it does not have built-in support for scanning business cards, and it points users to third party apps on AppExchange or to importing a file (Salesforce Help). AppExchange lists many scanner apps, some of them also for event badges (AppExchange search). So for Salesforce, the choice is always a partner app.
Why teams add Swopi
- One app for badges, cards and QR codes: sales reps scan whatever is in front of them, without the organizer's rented scanner.
- Leads that are ready to work: Swopi AI adds verified email, direct phone, seniority and company data, checked against official business registries, not guessed.
- Booth manager view: in Event Mode the manager sees every lead live, per person, with hot leads first.
- Enterprise ready: SSO with Microsoft Entra ID and SCIM on Teams, GDPR and a DPA.
Swopi and Salesforce: questions
Does Salesforce have a business card scanner?
Not a built-in one. Salesforce's own help page says it does not support scanning business cards directly and suggests AppExchange apps or a file import.
What is the best business card scanner for Salesforce?
It depends on how you meet people. If you only scan a few cards, many AppExchange apps will do. If you meet people at trade shows, look for badge scanning, data enrichment and a native sync. We compare options in best business card scanner apps.
How do I scan event badges into Salesforce?
Connect Salesforce in the Swopi dashboard, then scan the badge with the Swopi app. Swopi reads the printed name and company or the QR code, Swopi AI adds verified data, and the Lead or Contact reaches Salesforce with the event name. See the badge scanner.
Can Swopi create Leads and Contacts in Salesforce?
Yes. You choose Lead or Contact when you connect Salesforce. Swopi fills standard fields like First Name, Last Name, Email, Phone, Title and Company.
Is Swopi a lead capture app for Salesforce at events?
Yes. Your team scans badges and cards at the booth, Swopi AI completes each record, and the lead reaches Salesforce with the event name. See Swopi for events.
Can we use single sign-on?
Yes. The Teams plan supports SSO with Microsoft Entra ID and SCIM. For large rollouts, see Swopi for enterprise.
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