Convo
Salesforce

Convo and Salesforce Integration

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

How to connect Convo and Salesforce

Convo and Salesforce integration is available through workflow automation tools – Zapier or IFTTT. With the combination of 2 Convo triggers and 138 Salesforce actions, you can create hundreds of integration workflows to automate your work.

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.

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.

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 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.

Convo

When this happens

Select a Trigger

Salesforce

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

  • Step 2: Authenticate Convo and Salesforce on the chosen automation service.

    60 seconds

  • Step 3: Choose a Trigger for Convo, which will start your automation scenario. Explore Triggers

    15 seconds

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

    15 seconds

  • Step 5: Configure the data that is exchanged between Convo and Salesforce.

    120 seconds

  • Step 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

Convo and Salesforce integration Diagram

Convo and Salesforce Integration
Convo + Salesforce Integration schema

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.

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