Let a new Contact, a new Lead, or a record reaching the right stage hand someone a live Apple Wallet or Google Wallet membership card — straight out of the CRM your team already runs on.
A few ways teams put Salesforce and Passmint to work together.
One Zap links the two — live in a few minutes, no code involved.
In Zapier, add Passmint as a connected app and paste your API key when prompted. Zapier verifies it against your account immediately. Use a pmk_test… key while you set things up.
Create a Zap with Salesforce as the trigger app and choose the event that fits your flow — a new Contact, a new Lead, or a record that's updated to a particular stage. Pick the object, then send a test so Zapier reads a sample record and learns your field names.
TODO(verify): Confirm the exact Salesforce trigger label and that it lets you choose the object (Contact/Lead/custom). If you're firing on a stage change, confirm the trigger exposes the stage/status picklist field you want to filter on.
Add an action step, choose Passmint, and select Create Pass. Pick the template from the dropdown — Zapier loads your templates automatically. Then map Holder Email and Holder Name from the Salesforce record's email and name fields.
In Field Values, map each Salesforce field you want on the card to a template field — a tier picklist to member_tier, the Account name to account_name, and so on. Each key on the left must exactly match a field name in your Passmint template. Send a test, open the resulting pass on a phone, then switch to a pmk_live… key and turn the Zap on.
TODO(verify): On a real template, confirm the Field Values keys exist as field names there. Confirm the Salesforce API names of the fields you mapped (picklists and custom fields often differ from their UI labels).
The details teams check before switching the Zap on.
Free for your first passes. No Apple or Google certificates to manage, no code to write.