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The purpose of this document is to provide information on specific integration vectors of Captello with Salesforce, using the Salesforce (Premium) Connector. For information about the Standard connector, refer to Salesforce (Standard).
For the differences between the Standard Connector and the Professional Connector, refer to Differences Between Standard and Professional Connectors.
Overview
Here's a quick overview of what you can do with this integration:
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The following diagram shows how the sync flows when the sync action (Sync lead to Salesforce) is taken from Captello.
Differences Between The 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 connect multiple Salesforce accounts at once | ✅ | ⛔ |
| 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. | ⛔ | ✅ |
| Capture Form lookup | Upcoming feature | ✅ |
| Can sync marketing emails to records as activities | ⛔ |