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  • Navigate to ‘Setup > Integrations > Connectors’.

  • Scroll down to Salesforce (Standard).

  • Click on the drop-down of the desired account.

  • Click on ‘Revoke

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Differences Between Standard and Professional Connectors

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

Constantly syncs updates for synced records on 5-minute sync cycles.

Capture Form lookup

Upcoming feature

Switching from Salesforce (Professional) to Salesforce (Standard)

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