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15 Best Salesforce Integrations to Charge Your ROI

Salesforce is compatible with hundreds of business tools. Discover the power of Salesforce integrations across sales, marketing, and more.

Ivan Karp
Written by
Ivan Karp
Ivan Karp
Ivan Karp

Managing Director at SyncMatters, Europe

More from Ivan Karp
Scot Trumeter
Reviewed by
Scot Trumeter
Scot Trumeter
Scot Trumeter

Scot Trumeter - VP of Sales

More from Scot Trumeter

Published: Jun 27, 2024

| Last updated on Jul 11, 2024

| 22 mins read

What are Salesforce integrations?

Integration-salesforce

Salesforce CRM integrations let you link your CRM software with various third-party applications you use daily to boost your efficiency. By connecting these tools, you streamline processes, reduce manual tasks, and enhance the overall workflow within your organization. 

The main goal of these integrations is to automate essential tasks for your teams, saving time and reducing errors. Additionally, they supply your team with critical data, enabling them to make informed decisions and refine strategies. This access to real-time information and automated processes helps improve and expand your marketing and sales efforts, leading to better performance for your business.

Perfect CRM Solution

4.4

Salesforce is an industry leader known for its mammoth feature set and endless customization options. The platform can adapt to any industry, from manufacturing to insurance. 
Salesforce lets you efficiently unify different principal functions of your business so you can achieve customer success. You can sell, provide service, market, collaborate, know your customers, and build apps on a single platform.
  • Contact and Account Management
  • Opportunity Management
  • Lead Management
  • Reports and Dashboard
  • Sales Forecasting
  • Workflow and Approvals
  • Files Sync and Shares
  • Data Management
  • Integrations
  • Customer Support
Businesses are increasingly turning to Salesforce for its user-friendliness and cost-effectiveness. Its simple interface allows companies to get up and running quickly, while the affordability of its services makes it a viable choice for businesses of any size.

 

What are the advantages of top Salesforce integrations?

Leading companies rely on a variety of tools and software platforms to manage their daily operations. Businesses increasingly integrate their Salesforce CRM with other applications to enhance productivity and minimize repetitive tasks. Here are some key benefits of connecting your Salesforce CRM with the applications you use regularly:

Save time ⏳

Transferring data manually from one place to another is both time-consuming and complex. Automated data integration not only helps you manage your time more effectively but also decreases the likelihood of errors during data uploads.

Enhance internal communication 🗨️

Integrating Salesforce allows your teams to collaborate better on different business activities, defining what constitutes a quality lead and understanding how marketing influences the sales cycle and conversions.

Offer insightful reporting 📊

Centralizing large amounts of data in one location enables quicker, more informed decision-making, enhancing your performance and driving higher revenue.

[Related article: How much does Salesforce cost?]

Comparison table of integrations with Salesforce

Software

Best for

Benefits

HubSpot

Best for lead management

Improved targeting, data accuracy

Freshdesk

Best for customer service

Improved customer support, streamlined workflows

ActiveCampaign

Best for campaign management

Enhanced marketing automation, customer insights

Outfunnel

Best for marketing and sales workflows

Targeted marketing, streamlined customer data management

Slack

Best for internal communication

Real-time collaboration, streamlined communication

Salesloft

Best for sales engagement

Improved sales efficiency, centralized data

ZoomInfo

Best for lead enrichment

Enhanced lead generation, data accuracy

DocuSign

Best for electronic signing

Faster deal closure, streamlined processes

Mailchimp

Best for email marketing

Better email campaigns, unified data

Google Workspace

Best for document management

Centralized data access, productivity boost

Asana

Best for project management

Streamlined task management, team collaboration

SPOTIO

Best for field sales

Enhanced field sales, improved visibility

LinkedIn Sales Navigator

Best for lead generation

Better lead generation, targeted outreach

Juro

Best for contract management

Faster contract management, legal oversight

Cognism

Best for sales prospecting

Efficient prospecting, data integrity

15 best Salesforce integrations

From marketing automation to contract management and advanced prospecting tools, consider these Salesforce CRM integrations:

1. HubSpot — Best for lead management

hubspot-sales-ui

 

HubSpot is an all-in-one platform for marketing, sales, and customer service that helps businesses attract, engage, and satisfy customers. It includes tools for managing social media, content, web analytics, landing pages, customer support, SEO, and more.

Integrating HubSpot with Salesforce ensures smooth data sharing between the two platforms. When a meeting is scheduled through HubSpot, a new event is automatically recorded in Salesforce, with the data transferring quickly and accurately. This direct integration is also beneficial for routing and assigning new leads to sales representatives.

By connecting HubSpot with Salesforce, sales and marketing teams can collaborate more effectively. The integration ensures that relevant data is accessible to representatives throughout the sales process, improving data accuracy, real-time lead tracking, and informed sales strategies.

2. Freshdesk — Best for customer service

freshdesk-ui

 

Freshdesk is a customer service software created to enhance and streamline customer support. It consolidates various support channels into a single platform, such as messaging, chat, email, phone, and social media.

Freshdesk automatically allocates tasks among team members fairly, helping them manage workflows and tickets more efficiently. This system saves time, reduces redundant or repetitive tasks, and simultaneously improves the customer experience. This integration also facilitates the synchronization of tickets and customer interactions between Salesforce and Freshdesk, ensuring seamless communication and workflow efficiency.

[Related article: 10 Top Help Desk Software for Small Business in 2024]

3. ActiveCampaign — Best for campaign management

activecampaign-dashboard-screenshot

 

ActiveCampaign is a cloud-based platform that merges email marketing, marketing and sales automation, and CRM tools to provide a comprehensive view of your customer journey and ensure a smooth customer experience.

Integrating ActiveCampaign with Salesforce allows you to craft tailored experiences across all channels during the customer journey. This one of the best Salesforce integrations also ensures that your leads and contacts remain current by automatically syncing data between the two platforms.

4. Outfunnel — Best for marketing and sales workflows

outfunnel-ui

 

Outfunnel syncs your CRM contact lists with your marketing automation tool, enabling you to run automated campaigns seamlessly.

When you integrate Outfunnel with Salesforce, you can select which contacts to sync and customize objects and fields. This ensures your marketing campaigns use the most up-to-date lists.

In addition to exporting CRM contacts to your marketing tool, you can also import them effortlessly. For instance, if your website has a newsletter subscription field, the Outfunnel and Salesforce integration will automatically import these leads into your CRM platform.

5. Slack — Best for internal communication

slack-UI

 

Slack is a team collaboration tool that offers a platform for real-time messaging, file sharing, and integration with various software tools. It's designed to match the natural flow of teamwork, enabling online collaboration to be as smooth as in-person interactions.

Slack's integration with Salesforce allows you to share Salesforce records, leads, and opportunities directly in Slack channels or via direct messages. This feature makes it easy and fast to share data through Slack.

With this integration, your team can discuss Salesforce records seamlessly without switching between platforms. It also provides real-time updates, keeping everyone on the same page. This leads to better collaboration, quicker decision-making, and higher productivity.

6. Salesloft — Best for sales engagement

salesloft-ui-1

 

Salesloft is a sales engagement platform that helps sales teams engage with customers. It includes features like tracking sales calls and managing sales pipelines.

The integration of Salesloft with Salesforce allows teams to import contacts from Salesforce into Salesloft, where they can call, email, and communicate with prospects. The interactions in Salesloft are then recorded and synced back to Salesforce, giving visibility into the deal's progress and the conversations taking place.

This integration streamlines the sales process by automatically logging and updating all sales activities in Salesforce. This enhances data accuracy, improves sales tracking, and leads to more effective sales strategies.

7. ZoomInfo — Best for lead enrichment

ZoomInfo-WebSights

 

ZoomInfo is a top market intelligence tool that offers precise and actionable contact and business information, such as business profiles, email addresses, and direct phone numbers. It aids sales, marketing, and recruiting professionals in quickly reach the right people and companies.

By integrating ZoomInfo with Salesforce, you can access enriched business profiles directly within your Salesforce environment. This one of the top Salesforce integrations allows you to import ZoomInfo's extensive B2B data into your Salesforce accounts, leads, and contacts. Additionally, you can export Salesforce records to ZoomInfo for further enrichment and analysis.

This integration enhances your contact and account data, improves targeting, and drives more successful sales and marketing campaigns. It also helps keep your data clean and current, reducing the time spent searching for contact information.

[Related article: What Is the Difference Between Apollo vs ZoomInfo?]

8. DocuSign — Best for electronic signing

docusign-ui

 

DocuSign is a leading electronic signature solution that enables businesses to prepare, sign, and manage agreements online. It offers a secure and efficient way to handle documents from anywhere, at any time, on various devices.

With DocuSign's integration with Salesforce, teams can send, manage, and sign documents without leaving the Salesforce platform. Sales reps can sign contracts and send them out for signing directly from within the CRM.

DocuSign's integration reduces the manual administrative work typically associated with contract signing. It also eliminates the need to switch between different tools, allowing teams to stay within the CRM. This is ideal for teams looking to save time and resources while managing documents on a large scale.

9. Mailchimp — Best for email marketing

mailchimp-drag-and-drop-ui

 

Mailchimp is a top marketing automation platform and email marketing service. It offers a wealth of tools for designing and distributing email campaigns, managing subscriber lists, and tracking campaign performance.

By integrating Mailchimp with Salesforce, you can sync subscribers and leads between both platforms. This integration allows you to manage contacts, view campaign statistics, and more, all within Salesforce. This enables sales reps gain a better understanding of lead engagement with marketing efforts.

The Mailchimp and Salesforce integration simplifies your email marketing process by ensuring that all relevant data is automatically shared between the two systems. This fosters better collaboration between sales and marketing teams and provides valuable data insights, helping sales reps close deals more quickly and efficiently.

10. Google Workspace — Best for document management

Google Workspace-ui

 

If your business uses numerous Google apps like Gmail, Google Calendar, and Google Drive, you'll want to utilize the Google Workspace integrations with Salesforce. These integrations offer a seamless way to enhance your productivity by connecting your Google web apps with your CRM system.

With these integrations, you can sync contact details from Gmail, meetings from Google Calendar, and documents from Google Drive directly into Salesforce. This means you no longer have to manually enter data or switch between different applications, saving you time and reducing the risk of errors.

Additionally, this integration provides a single, centralized location within Salesforce to view all information and documents related to a specific contact. You can easily access email conversations, scheduled meetings, and important documents without leaving the Salesforce platform.

11. Asana — Best for project management

asana-ui

 

Asana is a project management platform and collaboration app designed to break down silos and boost efficiency across cross-functional teams. By integrating Asana with Salesforce, sales teams can easily monitor projects they are involved in or awaiting updates on, and follow up on various tasks and projects.

This integration provides a seamless way to manage and track the progress of projects without leaving the Salesforce environment. Sales teams can create and assign tasks, set deadlines, and receive notifications about project updates directly within Salesforce. This ensures that everyone stays on the same page and that no critical tasks fall through the cracks.

12. SPOTIO — Best for field sales

SPOTIO-ui

 

SPOTIO is a field sales engagement platform that provides mobile sales representatives with the real-time data and visibility they need to make informed decisions, ultimately enhancing field sales performance. By integrating SPOTIO with Salesforce, sales teams can leverage several powerful features to streamline their workflow and improve efficiency.

One of the key benefits of this integration is auto-logging, which ensures that all interactions and activities are automatically recorded in Salesforce. Automated CRM data capture further enhances this process by ensuring that all relevant information is consistently and accurately updated in Salesforce, providing a complete and up-to-date view of customer interactions. Additionally, SPOTIO offers templates for emails, messages, and phone calls, which can be customized and used directly from within Salesforce.

13. LinkedIn Sales Navigator — Best for lead generation

LinkedIn Sales Navigator-ui

 

LinkedIn Sales Navigator is built to help companies identify and generate sales leads from LinkedIn's extensive network.

The integration with Salesforce allows you to view LinkedIn insights and information directly within Salesforce, where you are already managing your prospecting activities.

This integration makes sales prospecting easy by offering custom lead recommendations and advanced search options from LinkedIn. It helps you find better-qualified leads for your business, making the prospecting process more efficient and effective.

14. Juro — Best for contract management

juro-interface

 

Juro is a comprehensive contract management software that allows teams to create, execute, and manage contracts significantly faster than traditional methods, by up to ten times. Users of Juro can automate contract creation, negotiate contracts directly in their web browser, and track contracts within the platform.

Integrated with Salesforce, Juro streamlines sales agreement generation directly within the CRM. Salesforce data automatically fills contract templates, eliminating manual administrative tasks. Real-time data synchronization ensures any legal changes to contracts are reflected instantly in Salesforce.

The primary advantage of Juro's Salesforce integration is empowering sales reps to independently manage contracts rather than waiting for legal departments to draft them. 

15. Cognism — Best for sales prospecting

Cognism-ui

 

Cognism is a leading platform for sales prospecting across EMEA, NAM, and APAC. It helps SDRs build targeted lists and integrates with CRMs like Salesforce for seamless data transfer. Offering CCPA and GDPR-compliant B2B emails and verified cell phone numbers, Cognism prioritizes opportunities using intent data.

With two-way integration, Cognism allows bulk export of contacts to Salesforce and imports Salesforce data for tailored search filters. Its browser extension enriches Salesforce records directly, streamlining workflows and boosting team efficiency. Cognism also provides CRM enrichment features to maintain accurate contact data in Salesforce, ensuring data integrity without using it to enrich its own database.

To sum up

Salesforce integrations offer powerful capabilities that enhance organizational efficiency and effectiveness across various functions. 

Whether integrating with marketing automation platforms to streamline campaigns, enabling seamless contract management through specialized software, or facilitating advanced prospecting with data-driven tools, integrations unify workflows and enhance data visibility. 

By leveraging these integrations with Salesforce, different businesses can optimize processes, improve collaboration between teams, and ultimately drive better outcomes in sales, marketing, customer service, and beyond.

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Ivan Karp

Managing Director at SyncMatters, Europe

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