Connect Capgo and Salesforce to Build Intelligent Automations

Choose a Trigger

Capgo

When this happens...

Choose an Action

Salesforce

Automatically do this!

Ready to use Capgo and Salesforce automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Organizaition

New Organizaition

Triggers when a new organization is created.

New App

New App

Triggers when a new app is created.

New Contact

New Contact

Triggers when a new Contact is created.

New Lead

New Lead

Triggers when a new Lead is created.

New Record

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Do thisActions

Action is the task that follows automatically within your Capgo integrations.

Update an Organization

Update an Organization

Update an existing organization.

Create an Organization

Create an Organization

Create a new organization.

Delete an Organization

Delete an Organization

Delete an existing organization.

Get All Members

Get All Members

Get all members of an organization.

Get Statistics

Get Statistics

Get statistics for a specific organization.

Create a channel

Create a channel

Create a channel configuration.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Capgo and Salesforce?

To start, connect both your Capgo and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Capgo triggers actions in Salesforce (or vice versa).

Can we customize how data from Capgo is recorded in Salesforce?

Absolutely. You can customize how Capgo data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Capgo and Salesforce?

The data sync between Capgo and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Capgo to Salesforce?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Capgo and Salesforce?

Yes, you can set conditional logic to control the flow of data between Capgo and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Capgo

About Capgo

Capgo is a cutting-edge platform designed to enhance the capabilities of mobile app developers by providing real-time updates and seamless deployment solutions. It streamlines the process of managing and updating mobile applications, ensuring that users always have access to the latest features and improvements without the need for traditional app store updates.

Learn More
Salesforce

About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.

Learn More