How to connect Captisa Forms and Salesforce
Captisa Forms and Salesforce integration is available through workflow automation tools – Zapier or Microsoft Power Automate. With the combination of 2 Captisa Forms triggers and 151 Salesforce actions, you can create hundreds of integration workflows to automate your work.
Workflow Automation Platforms supported by Captisa Forms and Salesforce
You can streamline your workflow processes between Captisa Forms and Salesforce with these no-code automation platforms that don't require any coding experience. Browse through this list to find the right platform that enables customized workflows tailored to your specific business requirements.
- Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
- Microsoft Power Automate. Microsoft Power Automate, previously Microsoft Flow, helps to improve productivity using business process automation with triggers and actions.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 15$/user/month
Captisa Forms and Salesforce Integration Price
When it comes to optimizing your workflow and streamlining tasks, integrating Captisa Forms and Salesforce can be seamlessly achieved using no-code or low-code automation tools. However, it is crucial to understand the pricing aspects.
Need to know the pricing information for automation services supporting Captisa Forms and Salesforce integration? We've done the hard work for you! Check out our table below for details based on 100, 1K, 10K and 100K basic automations per month.
A basic automation is a scenario, which includes a trigger and a single action. An example of simple automation is: every time form is filled send an email.
Automation Platform | 100 | 1K | 10K | 100K |
---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Triggers and Actions supported by Captisa Forms and Salesforce
Integrating Captisa Forms and Salesforce involves identifying an automation that aligns with your business request.
Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.
We have carefully collected all the available Triggers and Actions from different Workflow Automation Platforms so that you can evaluate the integration possibilities and make an informed decision on how to integrate Captisa Forms and Salesforce.
When this happens
Select a Trigger
Do this
Select an Action
How to setup Captisa Forms and Salesforce integration
Step 1: Use a Workflow Automation Service that is compatible with both Captisa Forms and Salesforce. Choose automation platform
60 seconds
60 secondsStep 2: Securely authenticate Captisa Forms and Salesforce on the chosen automation service before proceeding.
60 seconds
60 secondsStep 3: Select a Trigger for Captisa Forms that will initiate your automation flow. Explore Triggers
15 seconds
15 secondsStep 4: Choose a resulting Action for Salesforce. Explore Actions
15 seconds
15 secondsStep 5: Set up the data exchange between Captisa Forms and Salesforce and configure the parameters to meet your requirements.
120 seconds
120 secondsStep 6: Complete your integration by testing and publishing it. You're all set!
More integrations to Captisa Forms
Explore the list of other popular Captisa Forms integrations. Captisa Forms Integrations
More integrations to Salesforce
If you're looking for new ways to automate tasks with Salesforce, check out our list of other popular integrations. Salesforce Integrations
Captisa Forms and Salesforce integration Diagram
Frequently Asked Questions
Does Captisa Forms integrate with Salesforce?
- You can connect Captisa Forms and Salesforce automatically using no-code Workflow Automation Tool. Use Zapier or Microsoft Power Automate to link Captisa Forms and Salesforce.
Can you Integrate Captisa Forms and Salesforce for free?
- Yes, you can use the free plan of Zapier to connect Captisa Forms to Salesforce for free, albeit with some limitations.