- First, you need to register in ApiX-Drive
- Choose what data to transfer from PlatoForms to Salesforce CRM
- Turn on auto-update
- Now the data will be automatically transferred from PlatoForms to Salesforce CRM
Integration PlatoForms + Salesforce CRM
Connect PlatoForms and Salesforce CRM via web interface in 5 minutes, without programmers and special knowledge.
Create integration of PlatoForms and Salesforce CRM yourself, without programmers
Other available integrations
PlatoForms (154 available connectors)
Salesforce CRM (245 available connectors)
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Automation capabilities of
PlatoForms and Salesforce CRM
Configure the rules once, according to which the systems will work.
Transmit data at specified intervals from PlatoForms to Salesforce CRM.
Transmit data at specified intervals from PlatoForms to Salesforce CRM.
Data source: PlatoForms, available actions:
- Get DATA
Data receiver: Salesforce CRM, available actions:
- Create ACCOUNT
- Create POSSIBILITY
- Create TASK
- Create ORDER
- Create COMPANY
- Create CONTACT
- Create LEAD
F.A.Q. on integration of PlatoForms and Salesforce CRM
How is integration of PlatoForms and Salesforce CRM carried out?
How long does the integration take?
Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.
How much does it cost to integrate PlatoForms with Salesforce CRM?
You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .
How many integrations are available in Apix-Drive?
At the moment, we have 268+ integrations beside PlatoForms and Salesforce CRM
Information about PlatoForms
PlatoForms users can automatically generate web forms and also turn PDF files into online forms. The service is suitable for collecting data and sending automated notifications. It also makes it possible to send forms through different channels and conduct electronic document management. Thanks to the Master Form option here, you can create multiple PDF files using one form as a template. And the Invitation function helps automate the sending of invitations to fill out a form template. PlatoForms is used for contracts and agreements, registrations, surveys, reservations, HR forms, lead generation, etc. More
Information about Salesforce CRM
The Salesforce CRM CRM platform offers users a range of solutions for customer relationship management, team customization, as well as marketing automation, analytics, customer service, and self-service application development. The company, which was founded in the United States in 1999, estimates that more than 150,000 companies worldwide are using its capabilities, including retailers, the financial sector, transportation companies, government and charitable organizations, and more. More
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