How to connect Convo and Salesforce
Workflow Automation Platforms supported by Convo and Salesforce
If you're looking to automate tasks between Convo and Salesforce but don't have coding experience, these workflow automation platforms offer a simple solution. Check out this list of no-code platforms that enable streamlined workflows tailored to your business needs.
- 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.
- IFTTT. IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 5$/month
Convo and Salesforce Integration Price
When it comes to optimizing your workflow and streamlining tasks, integrating Convo 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 Convo 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 Convo and Salesforce
Typically, when connecting Convo and Salesforce, you're searching for an automation that meets your business requirements.
Automations serve as a workflows that connect your applications, automating a business process. The Trigger acts as the event that initiates the automation, while the Action denotes the executed event.
We have gathered all available Triggers and Actions from diverse Workflow Automation Platforms so that you can evaluate integration possibilities and make an informed decision on integrating Convo with Salesforce.
When this happens
Select a Trigger
Do this
Select an Action
How to setup Convo and Salesforce integration
Step 1: Choose a Workflow Automation Service supported by Convo and Salesforce. Choose automation platform
60 seconds
60 secondsStep 2: Authenticate Convo and Salesforce on the chosen automation service.
60 seconds
60 secondsStep 3: Choose a Trigger for Convo, which will start your automation scenario. Explore Triggers
15 seconds
15 secondsStep 4: Choose a resulting Action for Salesforce. Explore Actions
15 seconds
15 secondsStep 5: Configure the data that is exchanged between Convo and Salesforce.
120 seconds
120 secondsStep 6: Test and publish your integration. That's it! Enjoy the benefits of no-code automation!
More integrations to Convo
Looking for other automation scenarios with Convo? Check out our list of additional popular Convo integrations. Convo 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
Convo and Salesforce integration Diagram
Frequently Asked Questions
Does Convo integrate with Salesforce?
- You can connect Convo and Salesforce automatically using no-code Workflow Automation Tool. Use Zapier or IFTTT to link Convo and Salesforce.
Can you Integrate Convo and Salesforce for free?
- Yes, you can use the free plan of Zapier or IFTTT to connect Convo to Salesforce for free, albeit with some limitations.