Accounting apps

PlatoForms and Salesforce integration

Q: Why is Albato the best alternative to Zapier for integrating PlatoForms and Salesforce?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between PlatoForms and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating PlatoForms and Salesforce, Albato is the way to go!

Build smart, no-code workflows with PlatoForms and Salesforce using triggers, actions, and AI logic—automate any process in minutes.

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no time limits on the free plan

no credit card required

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

Triggers and actions for Salesforce and PlatoForms integration

In PlatoForms and Salesforce integration triggers start workflows when something happens, while actions make changes in response.

Triggers 10

Submission Watch

Triggers

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Delete record

Triggers

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Update record

Triggers

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Actions 25

Submit Form

Actions

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Custom API request

Actions

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Create a record

Actions

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Delete a record by ID

Actions

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What users say about Albato

Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

Verified user

G2 reviews

A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

Rida Z.

G2 reviews

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

G2 reviews

A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

Keith T.

G2 reviews

How to Connect PlatoForms to Salesforce

Create powerful PlatoForms integration with Salesforce in just a few simple steps.

STEP 1

Connect PlatoForms to Salesforce

Log in to Albato, select PlatoForms and Salesforce, and follow the quick setup steps—no coding required. Integrate PlatoForms with Salesforce with just a few clicks!

STEP 2

Build a workflow for your PlatoForms and Salesforce integration

Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

Trigger

Actions

STEP 3

Map your data

Pick the fields you want to transfer between PlatoForms and Salesforce. Customize the data flow to match your process.

Synс data

Launch your integration!

Start your FREE 7-day trial to activate the PlatoForms + Salesforce integration and access all premium features.

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Integrate PlatoForms with Salesforce and gain full visibility into your financial data. This integration helps sync important records like invoices and payment history, giving you real-time access without the hassle of manual updates. By connecting PlatoForms with Salesforce, your accounting system becomes more efficient and reliable. Reduce the risk of human error, speed up your reporting, and make sure all financial information is consistent across platforms. It’s an easy way to stay accurate and audit-ready.

Salesforce integration with PlatoForms

PlatoForms

Automate your form submission and data handling processes with PlatoForms integration via Albato, connecting you to over 1,000 popular applications. PlatoForms is a no-code platform designed for building online forms, surveys, and quizzes, helping businesses collect and manage data efficiently. With Albato, you can automate actions such as Submit Form and Custom API request, while tracking triggers like Submission Watch to stay updated with new form submissions. Integrate PlatoForms with your CRM, email marketing tools, and data platforms to streamline your data workflows. Simplify form management and enhance your data collection processes with PlatoForms integration via Albato.

Salesforce

Leverage Albato to integrate Salesforce with over 1,000+ popular applications, unlocking a world of automation and connectivity. Salesforce, a leader in customer relationship management, seamlessly integrates with tools like ActiveCampaign, Acuity Scheduling, Xero, WooCommerce, Google Calendar, Zoom, Stripe, Typeform, Google Drive, QuickBooks Online, Google Sheets, Shopify, Zendesk, WordPress, Sendinblue, Webflow, Webhook, Slack, and Squarespace through Albato's robust API. This integration facilitates actions such as submitting records for approval, creating leads, accounts, opportunities, and contacts, as well as searching and updating records. With triggers for new leads, contacts, opportunities, accounts, and updates, Salesforce integration via Albato enhances your sales and marketing automation, ensuring your business stays connected and operates efficiently.

Learn how to connect Salesforce to PlatoForms

3 min. read

How to Connect PlatoForms to Albato

By using PlatoForms and Albato, you can easily share signed PDFs to cloud storage, trigger email notifications, and sync collected data with your internal tools. Just follow these steps to integrate PlatoForms into your workflow.

Frequently asked questions about PlatoForms and Salesforce Integration

Why is Albato the best alternative to Zapier for integrating PlatoForms and Salesforce?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between PlatoForms and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating PlatoForms and Salesforce, Albato is the way to go!

Does PlatoForms integrate with Salesforce on the free plan?

Yes, you can integrate PlatoForms with Salesforce using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Salesforce and PlatoForms integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your PlatoForms Salesforce integration at no cost.

How to connect Salesforce to PlatoForms for scheduled syncs?

To sync Salesforce with PlatoForms on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes PlatoForms integration with Salesforce seamless and tailored to your specific needs.

Does PlatoForms integrate with Salesforce in real time?

Yes, PlatoForms integrates with Salesforce in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your PlatoForms integration with Salesforce instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time PlatoForms and Salesforce integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Salesforce integration with PlatoForms, ensuring your workflows operate according to your requirements.

How to connect PlatoForms to Salesforce?

Setting up an integration between PlatoForms and Salesforce on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select PlatoForms and Salesforce from the list of available apps.
Choose triggers and actions. You’ll need to define an event in PlatoForms (the trigger) that will cause an action in Salesforce, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between PlatoForms and Salesforce, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between PlatoForms and Salesforce, automating your workflows and saving you time.

How to connect PlatoForms to Salesforce to sync historical data?

To sync PlatoForms with Salesforce and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Salesforce integration with PlatoForms, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Salesforce to PlatoForms for two-way synchronization?

To integrate Salesforce with PlatoForms for two-way synchronization, Albato uses a system of triggers and actions. You can link PlatoForms to Salesforce by setting up two separate automations. The first automation sent data from PlatoForms to Salesforce. For instance, when a record is created or updated in PlatoForms, the automation ensures the changes are reflected in Salesforce. The second automation works in reverse, updating PlatoForms when changes occur in Salesforce.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Salesforce PlatoForms integration and keeps your data consistent across both platforms.

Build your automation for free!

Get started

PlatoForms and Salesforce integration

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

Triggers and actions for Salesforce and PlatoForms integration

Submission Watch

Delete record

Update record

Submit Form

Custom API request

Create a record

Delete a record by ID

What users say about Albato

How to Connect PlatoForms to Salesforce

Connect PlatoForms to Salesforce

Build a workflow for your PlatoForms and Salesforce integration

Map your data

How does the integration with PlatoForms and Salesforce works in Albato?

Salesforce integration with PlatoForms

PlatoForms

Salesforce

Learn how to connect Salesforce to PlatoForms

How to Connect PlatoForms to Albato

Frequently asked questions about PlatoForms and Salesforce Integration

Why is Albato the best alternative to Zapier for integrating PlatoForms and Salesforce?

Does PlatoForms integrate with Salesforce on the free plan?

How to connect Salesforce to PlatoForms for scheduled syncs?

Does PlatoForms integrate with Salesforce in real time?

How to connect PlatoForms to Salesforce?

How to connect PlatoForms to Salesforce to sync historical data?

How to connect Salesforce to PlatoForms for two-way synchronization?

Build your automation for free!