Salesforce
Planyo

Salesforce and Planyo Integration

No-code Integration
No-code
Supported Automation Platforms
3automatiomation platforms supported
Salesforce Actions
73Salesforce Triggers & Actions
Planyo Actions
17Planyo Triggers & Actions

How to connect Salesforce and Planyo

Salesforce and Planyo integration is available through workflow automation tools – Make.com, Zapier or Pabbly Connect. With the combination of 94 Salesforce triggers and 17 Planyo actions, you can create thousands of integration workflows to automate your work.

Popular Workflows for Salesforce and Planyo Integration

By integrating Salesforce with Planyo, users can create custom workflows that save time and increase efficiency. Here are some of the most popular workflows that can be achieved through their integration.

  • Distribute content across social media platforms

Workflow Automation Platforms supported by Salesforce and Planyo

You can streamline your workflow processes between Salesforce and Planyo 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.

  • 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.

Salesforce and Planyo Integration Price

No-code or low-code automation tools offer an excellent solution for optimizing your workflow and streamlining tasks by integrating Salesforce and Planyo. Nevertheless, understanding the pricing aspects is crucial.

To help you better understand the pricing implications of using automation services for Salesforce and Planyo integration, we have gathered and organized pricing information in the table below. This includes details on 100, 1K, 10K and 100K basic automations per month.

A basic automation is a scenario that comprises of a trigger and a single action. An example of this is automatically sending an email every time someone fills out a form.

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

$0

Volume: 1K
Plan: Core

$10.59

Volume: 10K
Plan: Core

$18.82

Volume: 100K
Plan: Core

$214.31

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 Salesforce and Planyo

Integrating Salesforce and Planyo involves identifying an automation that aligns with your business request.

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.

To provide you with the best options for integrating Salesforce and Planyo, we have meticulously collected all of the available Triggers and Actions from different Workflow Automation Platforms.

Salesforce

When this happens

Select a Trigger

Planyo

Do this

Select an Action

How to setup Salesforce and Planyo integration

  • Step 1: Use a Workflow Automation Service that is compatible with both Salesforce and Planyo. Choose automation platform

    60 seconds

  • Step 2: Enable authentication for both Salesforce and Planyo on the chosen automation platform

    60 seconds

  • Step 3: Pick a suitable Trigger for Salesforce that will kickstart your automation workflow. Explore Triggers

    15 seconds

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

    15 seconds

  • Step 5: Specify the data that will be exchanged between Salesforce and Planyo by configuring the appropriate settings.

    120 seconds

  • Step 6: Complete your integration by testing and publishing it. You're all set!

Frequently Asked Questions

Does Salesforce integrate with Planyo?

You can connect Salesforce and Planyo automatically using no-code Workflow Automation Tool. Use Make.com, Zapier or Pabbly Connect to link Salesforce and Planyo.

Can you Integrate Salesforce and Planyo for free?

Yes, you can use the free plan of Make.com, Zapier or Pabbly Connect to connect Salesforce to Planyo for free, albeit with some limitations.

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