Black Friday 2025: View All SaaS Deals →

viaSocket
IntegrationsCaptionsSalesforce
Captions + Salesforce

Connect Captions and Salesforce to Build Intelligent Automations

Choose a Trigger

Captions

When this happens...

Choose an Action

Salesforce

Automatically do this!

Ready to use Captions and Salesforce automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Case Attachment

New Case Attachment

Triggers when a new Attachment is added to a case.

New Task

New Task

Triggers when a new task is created.

Do thisActions

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

Submit a video translation request

Submit a video translation request

Translates a video from one language to another

Add Contact to Campaign

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add Lead to Campaign

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Create Attachment

Create Attachment

Creates a new attachment (max 25MB).

Create Contact

Create Contact

Creates a new contact.

Create Note

Create Note

Creates a new note and links it to a parent record

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

Know More About Captions and Salesforce Integrations

5 Simple Ways to Automate Salesforce

5 Simple Ways to Automate Salesforce

Discover five straightforward methods to automate Salesforce and enhance your productivity. Streamline your processes and maximize efficiency with our expert tips.

Know more
How viaSocket Works | A Complete Guide

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Know more
5 Simple Automation Hacks to Make Your Team Free

5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Know more
Read more blogs

Frequently Asked Questions

How do I start an integration between Captions and Salesforce?

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

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

Absolutely. You can customize how Captions 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 Captions and Salesforce?

The data sync between Captions 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 Captions 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 Captions and Salesforce?

Yes, you can set conditional logic to control the flow of data between Captions 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.

Captions

About Captions

Captions is an AI powered video editor for vertical videos.

Video and Audio
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.

CRMSales and CRM
Learn More

viaSocket

For SaaS

List Your App Build Your Own PlugEmbed Whitelabel MCP ServerBecome a Billing Partner Showcase Popular Workflows

For AI Agent Builders

viaSocket EmbedMCP Marketplace

Support

Book a DemoContact Support TeamRequest a Feature Knowledge Base Community BlogDownload Mobile AppRequest an Integration

Automation Experts

Hire an ExpertBecome a PartnerPartner Program

MCP

MCP MarketplaceMCP for AI AgentsMCP for SaaS Players

Compare

viaSocket vs ZapierviaSocket vs MakeviaSocket vs Pabbly
Capterra software reviews badgeG2 Users Love Us badge

Company

AboutWe are HiringCulture We FosterClient StoriesRoadmap

Plans, Pricing and Offer

PricingStartups plan Discount for Developing NationsFree Access Programs

AI & Automation

Apps IntegrationsFeaturesList Your AppAutomations Discover Top AppsEmbedWorkflow Automation Guide

© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy

Walkover Web Solutions Pvt Ltd. | All rights reserved.