Captisa Forms
Salesforce

Captisa Forms and Salesforce Integration

No-code Integration
No-code
Supported Automation Platforms
2automatiomation platforms supported
Captisa Forms Actions
2Captisa Forms Triggers & Actions
Salesforce Actions
136Salesforce Triggers & Actions

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 137 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.

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.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

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.

Captisa Forms

When this happens

Select a Trigger

Salesforce

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

  • Step 2: Securely authenticate Captisa Forms and Salesforce on the chosen automation service before proceeding.

    60 seconds

  • Step 3: Select a Trigger for Captisa Forms that will initiate your automation flow. Explore Triggers

    15 seconds

  • Step 4: Choose a resulting Action for Salesforce. Explore Actions

    15 seconds

  • Step 5: Set up the data exchange between Captisa Forms and Salesforce and configure the parameters to meet your requirements.

    120 seconds

  • Step 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

Captisa Forms and Salesforce integration Diagram

Captisa Forms and Salesforce Integration
Captisa Forms + Salesforce Integration schema

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.

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