Salesforce + CaptiFi

Connect CaptiFi to Salesforce via Zapier in about 10 minutes. Each WiFi guest who accepts marketing becomes a Lead or Contact. No native connector. Free trial.

Connected through Zapier. CaptiFi does not ship a native Salesforce connector.

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Overview

What does the Salesforce integration do?

There is no native CaptiFi to Salesforce connector. You bridge the two through Zapier, which takes about 10 minutes to set up. Each opted-in WiFi guest can be created as a Lead or Contact in Salesforce with their email, venue and visit date attached, so your sales and marketing teams pick up real, consented contacts from footfall without anyone exporting a spreadsheet.

What you get

What syncs to Salesforce

Guests become Leads via Zapier

Visit and venue data attached

Trigger Salesforce flows

How it works

Connect via Zapier in about 10 minutes

In Zapier, create a Zap with Webhooks by Zapier, Catch Hook, as the trigger, then paste its URL into the Zapier card for your venue on my.captifi.io and switch the venue on.

Add Salesforce as the action: create a Lead or Contact and map the email, venue and visit fields.

Switch the Zap on. New guests flow into Salesforce automatically, ready for your existing workflows.

What you can do

Once guests are in Salesforce

Create Lead or Contact records automatically from every opted-in WiFi guest.
Attach venue and visit data so sales sees where and when a lead came from.
Fire your existing Salesforce flows, assignment rules and nurture sequences on new records.

Worth knowing

Limits of the Zapier path

This is a Zapier connection, not a native one-click connector. A Zapier account is required and its task limits apply on busy sites.
Zapier's Salesforce action needs a Salesforce edition with API access. New records are created near real time rather than instantly.
Only opted-in guest data is sent. If you would rather build directly against our API, CaptiFi also exports guest data via CSV, webhook and a documented REST API.

FAQs

Frequently Asked Questions

Does CaptiFi have a native Salesforce integration?

No. There is no native one-click connector. You connect CaptiFi to Salesforce through Zapier, which takes about 10 minutes to set up and works on the Growth plan and above (a 30-day free trial started on Growth or Pro includes it).

What data syncs to Salesforce?

Each opted-in WiFi guest can be created as a Lead or Contact in Salesforce with their email, venue and visit date attached, all through Zapier.

Which Salesforce edition do I need?

Zapier's Salesforce action requires an edition with API access, such as Enterprise or Unlimited, or Professional with the API add-on. Check your edition before you build the Zap.

Is guest consent respected?

Yes. Only guests who accept marketing on the splash page are sent to Zapier, and CaptiFi checks for an unsubscribe again just before each send. Each guest arrives with an is_subscribed field set from that answer, so your Salesforce records and outreach start from guests who agreed to marketing.

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Google, Gmail, Mailchimp, Klaviyo, HubSpot, Salesforce, Facebook, Meta Pixel, Slack, Zapier, Twilio, Tripadvisor, Yelp, Trustpilot, Untappd, Feefo, REVIEWS.io, Yotpo, Toast, Square, SumUp, Airship, Revinate, Leat, Pepper, EmailOctopus, MailerLite and Incentivio are trade marks of their respective owners and appear here only to identify the services CaptiFi connects to. CaptiFi is independent of these companies and is not sponsored, certified or endorsed by them. An integration marked coming soon is on our roadmap and is not yet available. Twilio and all related logos are trademarks of Twilio Inc. or its affiliates. Salesforce is a trademark of Salesforce, Inc. Slack is a trademark and service mark of Slack Technologies, Inc., registered in the U.S. and in other countries.