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Standard | Professional | ||||
|---|---|---|---|---|---|
Can sync records to the Leads object | ✅ | ✅ | |||
Can sync records to the Contacts object | ✅ | ✅ (by converting leads to Contacts). | |||
Can create opportunities for Contacts | ✅ | ✅ | |||
Can add records to campaigns | ✅ | ✅ | |||
Duplicate management settings | ✅ | ✅ | |||
Time to sync records | Instantly | On sync cycles (5 minutes in between). | |||
Can create tasks for records | ⛔ | ✅ | Can connect multiple Salesforce accounts at once | ✅ | ⛔ |
2-way syncing and filters | ⛔ | ✅ | |||
Can connect sandbox accounts without Captello Support help | ✅ | ⛔ | |||
SSO authentication | ✅ | ⛔ | |||
Can create tasks for records | ⛔ | ✅ | |||
2-way syncing, cross reference filters and ROI syncing | ⛔ | ✅ | |||
Constantly syncs updates for synced records on 5-minute sync cycles. | ⛔ | ✅ | |||
Upcoming feature | ✅ | ||||
Can sync marketing emails to records as activities | ⛔ | ✅ (requires the Captello plugin) |
Switching from Salesforce (Professional) to Salesforce (Standard)
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