Planyo and Salesforce Integration
- No-code Integration
- No-code
- Supported Automation Platforms
- 3automatiomation platforms supported
- Planyo Actions
- 46Planyo Triggers & Actions
- Salesforce Actions
- 149Salesforce Triggers & Actions
How to connect Planyo and Salesforce
Planyo and Salesforce integration is available through workflow automation tools – Make.com, Zapier or Pabbly Connect. With the combination of 48 Planyo triggers and 151 Salesforce actions, you can create thousands of integration workflows to automate your work.
Popular Workflows for Planyo and Salesforce Integration
The integration of Planyo and Salesforce can help simplify your workflow processes and improve productivity. Here are some popular workflows that can be achieved through their integration.
- Distribute content across social media platforms
Workflow Automation Platforms supported by Planyo and Salesforce
Looking for an efficient way to automate your workflow processes between Planyo and Salesforce? These workflow automation platforms are designed to do just that - all without requiring any coding expertise. Browse through this list to discover the right fit for your business.
- Make.com. Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
- 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.
- Pabbly Connect. Pabbly Connect simplifies automation for everyone, connecting multiple apps and streamlining tasks with ease. Trust in our technical expertise and focus on making an impact in your field.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 10$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 19$/month
Planyo and Salesforce Integration Price
If you have decided to use a workflow automation tool to connect Planyo and Salesforce, it's important to carefully analyze the cost of integration.
If you're looking to integrate Planyo and Salesforce with the help of automation services, we've got you covered. We've gathered and organized pricing information and created a table below showing details for 100, 1K, 10K and 100K basic automations per month.
Basic automations consist of a trigger and a single action. For instance, creating a task every time a form is filled out is an example of a basic automation.
| Automation Platform | 100 | 1K | 10K | 100K |
|---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Core $10.59 Volume: 10K Plan: Core $18.82 Volume: 100K Plan: Core $214.31 | $0 Free | $10.59 Core | $18.82 Core | $214.31 Core |
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 Planyo and Salesforce
When integrating Planyo and Salesforce, you are usually looking for automation suitable for 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.
Our extensive collection of available Triggers and Actions from various Workflow Automation Platforms allows you to fully assess integration possibilities and make informed decisions on integrating Planyo with Salesforce.
When this happens
Select a Trigger
Do this
Select an Action
How to setup Planyo and Salesforce integration
Step 1: Use a Workflow Automation Service that is compatible with both Planyo and Salesforce. Choose automation platform
60 seconds
60 secondsStep 2: Securely authenticate Planyo and Salesforce on the chosen automation service before proceeding.
60 seconds
60 secondsStep 3: Select a Trigger for Planyo that will initiate your automation flow. Explore Triggers
15 seconds
15 secondsStep 4: Choose an appropriate Action to be executed by Salesforce once your automation scenario is triggered. Explore Actions
15 seconds
15 secondsStep 5: Specify the data that will be exchanged between Planyo and Salesforce by configuring the appropriate settings.
120 seconds
120 secondsStep 6: Complete your integration by testing and publishing it. You're all set!
More integrations to Planyo
If you're looking for new ways to automate tasks with Planyo, check out our list of other popular integrations. Planyo 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
Frequently Asked Questions
Does Planyo integrate with Salesforce?
- You can connect Planyo and Salesforce automatically using no-code Workflow Automation Tool. Use Make.com, Zapier or Pabbly Connect to link Planyo and Salesforce.
Can you Integrate Planyo and Salesforce for free?
- Yes, you can use the free plan of Make.com, Zapier or Pabbly Connect to connect Planyo to Salesforce for free, albeit with some limitations.