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18 Must-Have Salesforce Integrations for Sales & Marketing Teams
These are the top 18 Salesforce integrations that all Sales and Marketing teams need to have, divided in categories.
Salesforce is a powerful CRM platform enabling organizations to manage customer relationships effectively. However, its true potential is unlocked when you integrate it with other essential tools and systems. By integrating Salesforce with various applications, businesses can enhance their sales and marketing processes, improve collaboration, and gain valuable insights.
We've helped hundreds of companies with their Salesforce stance, and have compiled a list of the top 18 Salesforce integrations all Sales and Marketing teams should have.
The list is categorized the list depending on each product's focus area to make it easier to compare, add or discard the integrations that might help your team.
Top 18 Salesforce Integrations
1. Typeform
Typeform is a popular online form builder that allows teams to create interactive and engaging surveys, forms, and questionnaires. When integrated with Salesforce, the integration enables seamless transfer of form responses and data directly into the CRM system. Typeform's intuitive interface and customizable forms make it easy to gather information from prospects, customers, and leads.
The integration ensures that all form submissions are automatically captured and recorded within Salesforce, eliminating manual data entry and reducing the risk of data errors.
2. JotForm
JotForm is a versatile online form builder that allows teams to create customized forms for various purposes.
Comparing the JotForm and Salesforce integration with the Typeform Salesforce integration, both integrations serve a similar purpose of streamlining data collection and transferring form responses into Salesforce. However, the difference lies in the choice of form builder. JotForm offers its own unique set of features and customization options, while Typeform is known for its interactive and engaging forms.
The JotForm and Salesforce integration enables teams to seamlessly transfer form responses and data directly into Salesforce. This integration is loved by teams because it eliminates the need for manual data entry, reducing errors and saving valuable time. When a form is submitted through JotForm, the integration automatically creates or updates Salesforce records with the captured information, ensuring that all leads and responses are efficiently captured and organized within the CRM system.
3. Hubspot
Marketing teams love HubSpot for its all-in-one marketing, sales, and service platform. It provides a comprehensive suite of tools that covers every aspect of inbound marketing and customer engagement. With HubSpot, you can easily create and manage content, automate lead nurturing, monitor social media interactions, track website analytics, and manage customer relationships within a single, user-friendly interface.
The integration of Salesforce with HubSpot provides a unified view of marketing and sales activities. It enables lead tracking, email nurturing, and automates the transfer of qualified leads from marketing to sales.
HubSpot provides detailed documentation and support resources to guide you through the integration process. Additionally, there are consultants and implementation specialists available who can assist you in setting up and customizing the HubSpot-Salesforce integration based on your specific business needs.
4. Marketo
Marketo provides a robust set of features that enable marketers to create, execute, and analyze sophisticated marketing campaigns. With Marketo, marketing teams can automate lead nurturing, design personalized customer journeys, track campaign performance, and leverage advanced segmentation and scoring tools.
By integrating Marketo with Salesforce, marketing teams can create personalized campaigns, capture leads, and track their interactions across various touch points. The integration ensures sales representatives access up-to-date lead information for more effective conversions.
To learn more about how to integrate Marketo and Salesforce, check out this Integration Guide.
5. Outreach
Outreach is a sales engagement platform that helps sales teams streamline and automate their outreach efforts. It empowers them to be more productive, efficient, and successful in their sales efforts. Outreach provides a comprehensive set of tools and features that automate and streamline sales engagement activities, allowing reps to focus on building meaningful relationships with prospects.
With Outreach, sales teams can easily manage and personalize their outreach campaigns at scale, track and analyze engagement metrics, collaborate with team members, and access valuable insights and reporting. The platform's integration capabilities with Salesforce further enhance its value because it streamlines sales communication by providing sales teams with a centralized platform for email outreach, phone calls, and social selling. This integration enables efficient prospecting, nurturing, and closing deals.
6. SalesLoft
Salesloft is a sales engagement platform that enables teams to streamline their sales processes, automate repetitive tasks, and personalize outreach efforts at scale. With Salesloft, sales teams can easily manage their prospecting, email cadences, call activities, and meeting scheduling all in one place. The platform provides valuable insights and analytics, allowing teams to track engagement metrics, measure campaign effectiveness, and make data-driven decisions.
Similar to Outreach, SalesLoft integration with Salesforce optimizes sales workflows by automating repetitive tasks and providing valuable insights to improve the sales process. It enhances communication, reduces manual data entry, and increases productivity.
7. Pendo
Pendo is a product analytics and user feedback platform designed to help businesses understand and improve their digital products. It provides insights into how users interact with web and mobile applications, enabling companies to make data-driven decisions to enhance user experience and drive product adoption.
Integration between Salesforce and Pendo provides valuable insights into how customers interact with products, enabling sales and marketing teams to tailor their strategies for maximum effectiveness.
8. Amplitude
Integrating Salesforce with Amplitude or a data warehouse such as Snowflake, Redshift, or BigQuery enables businesses to analyze and derive actionable insights from vast amounts of customer and sales data. It enables product teams to get deeper user insights, and helps organizations make data-driven decisions and optimize their sales and marketing strategies.
9. Gong
Gong is a sales conversation analytics and revenue intelligence platform. It uses artificial intelligence (AI) to analyze and provide insights on sales calls, meetings, and demos. How it works is that teams record their Sales call through Gong, and then get access to insights derived from analyzing those calls. Companies use it to facilitate training, onboarding and to overall improve sales reps skills.
The integration between Gong and Salesforce enables seamless data synchronization and provides sales teams with a comprehensive view of customer interactions and conversations within the Salesforce CRM.
10. Chorus
Similar to Gong, Chorus integration with Salesforce offers call recording and conversation analytics. It enables sales managers to gain visibility into customer interactions, coach their teams, and ensure consistent messaging and best practices.
Chorus primarily focuses on conversation analytics and coaching for remote sales teams. It offers features like call recording, transcription, and AI-driven analysis to provide insights into customer conversations. Chorus aims to help sales teams improve their communication skills, refine their messaging, and drive better sales outcomes.
Gong, on the other hand, is a broader revenue intelligence platform that goes beyond conversation analytics (deal analysis, forecasting and competitive analysis).
If you need help integrating Chorus and Salesforce, you can access integration experts here.
11. Calendly
The Calendly and Salesforce integration simplifies scheduling, improves efficiency, and enhances customer engagement. Calendly is a popular scheduling tool that allows individuals and teams to easily schedule and manage appointments, meetings, and events. When integrated with Salesforce, the integration automates the process of capturing scheduling data and syncing it with customer records in the CRM system.
Calendly eliminates the back-and-forth of finding mutually convenient meeting times by allowing users to share their availability and letting invitees choose a time slot that works for them. The integration ensures that all scheduled events and related data are automatically recorded in Salesforce.
12. Slack
Integrating Salesforce with Slack fosters real-time collaboration and communication between sales and marketing teams. This integration allows seamless sharing of leads, updates, and notifications, enhancing team productivity and alignment.
Teams love and use the Slack to Salesforce integration because it streamlines communication, enhances collaboration, and improves productivity between sales teams and other departments within an organization. With this integration, teams can receive real-time updates, notifications, and alerts from Salesforce directly within Slack channels, eliminating the need to switch between platforms.
Sales reps can quickly access customer information, deal updates, and important sales data without leaving the Slack interface. This integration promotes efficient collaboration, facilitates faster decision-making, and ensures that sales teams have the most up-to-date information readily available. It also enables easy sharing of Salesforce records, dashboards, and reports, allowing teams to collaborate on deals, discuss strategies, and address customer issues in a centralized and accessible manner.
13. Sendbird
In comparison to Slack, the Sendbird Salesforce integration offers a more customer-centric approach. While Slack is primarily designed for team collaboration and internal communication, Sendbird places a strong emphasis on enabling teams to engage and interact with customers. The integration with Salesforce ensures that customer conversations and interactions are seamlessly captured within the CRM system, allowing for a comprehensive view of customer communications and facilitating efficient follow-ups and tracking.
14. Scratchpad
Scratchpad is a productivity tool designed specifically for sales teams to take notes, manage tasks, and update Salesforce records seamlessly. With the Salesforce and Scratchpad integration, users can access and update Salesforce data directly within Scratchpad, eliminating the need to switch between multiple tabs or applications. Sales reps can quickly jot down meeting notes, update opportunities, and create tasks without leaving the Scratchpad interface.
This integration streamlines the sales workflow, making it easier for teams to stay organized, collaborate effectively, and ensure accurate and up-to-date data in Salesforce. The real-time synchronization between Scratchpad and Salesforce enables teams to track progress, manage pipeline, and maintain a comprehensive view of customer interactions, all in one place.
15. Dooly
What sets Dooly apart from Scratchpad is its focus on real-time collaboration and intelligent automation. With Dooly, sales reps can take notes during meetings and have them automatically mapped to the relevant fields in Salesforce, eliminating manual data entry.
The integration also enables teams to create tasks, update opportunities, and sync information in real-time. Dooly's collaborative features allow teams to share notes, collaborate on deals, and discuss strategies within the platform. It also offers advanced automation capabilities, such as automatic meeting summaries, reminder prompts, and custom workflows.
16. Clearbit
Clearbit is a data enrichment platform that provides valuable information about leads and prospects. When integrated with Salesforce, Clearbit enriches existing customer data in real-time, pulling in additional details such as company information, contact details, social profiles, and firmographics. This enriched data enables teams to gain a deeper understanding of their leads, personalize their outreach, and prioritize high-value prospects. By leveraging Clearbit's data within Salesforce, teams can qualify leads more effectively, segment their audience, and deliver targeted messaging based on comprehensive and accurate information.
This integration saves time and effort by automatically populating data fields and ensures that teams have the most up-to-date and reliable information at their fingertips.
17. Zoominfo
ZoomInfo is a leading B2B contact and company database, and when integrated with Salesforce, it enables teams to enrich their existing customer data with reliable information. The integration automatically updates and adds missing data fields, including contact details, job titles, firmographics, and technographics. This comprehensive and accurate data allows teams to better understand their target audience, identify key decision-makers, and tailor their messaging for effective outreach.
18. Cognism
Similarly, teams the Cognism and Salesforce integration for its robust data enrichment capabilities and enhanced lead generation. Cognism is a powerful B2B data intelligence platform that, when integrated with Salesforce, enriches customer data and provides valuable insights. The integration automatically enriches contact and company information, including firmographics, technographics, and social profiles, within Salesforce.
This enriched data allows teams to segment and target their audience effectively, improve lead qualification, and personalize their messaging.
Salesforce Integrations Best Practices
There are different complexities when it comes to integrating Salesforce and other Sales and Marketing tools. Some tools might provide a full integration guide and users are encouraged to handle the integration themselves.
If your Salesforce instance is used simply as a CRM and you have small number of users, you can try to integrate the tools in your tech stack yourself. However, when a Salesforce org has multiple products connected, is used cross-departmentally and has custom-made workflows; you're better off using a Salesforce Contractor who can make sure the integration is implemented correctly.
Using a Salesforce Certified Consultant to handle your Salesforce integrations offers several advantages:
Expertise and Experience: Salesforce experts have specialized knowledge and extensive experience in working with the platform. They understand the intricacies of Salesforce integrations, best practices, and potential challenges that may arise during the process. Their expertise ensures that integrations are implemented correctly, efficiently, and in line with your specific business requirements.
Time and Cost Efficiency: Hiring a Salesforce expert contractor allows you to leverage their expertise without the need for extensive training or onboarding. They are already familiar with the Salesforce platform and its integrations, which saves time and reduces the learning curve. Their efficiency can also help minimize costly errors or delays that may occur with inexperienced or untrained staff.
Customization and Scalability: Salesforce experts have the skills to customize integrations to match your unique business needs. They can tailor the integrations to align with your workflows, data structures, and business processes, ensuring seamless connectivity and data synchronization. Additionally, they can help you scale the integrations as your business grows, accommodating future requirements and system expansions.
Integration Optimization: Salesforce experts understand how to optimize integrations for maximum performance. They can fine-tune settings, configure data mappings, and optimize workflows to ensure efficient data flow and minimize any potential bottlenecks. This expertise helps to enhance system performance, improve user experience, and maximize the value derived from your Salesforce integrations.
Ongoing Support and Maintenance: A Salesforce expert contractor can provide ongoing support and maintenance for your integrations. They can monitor the integrations, troubleshoot any issues, and perform regular updates or enhancements as needed. Their continuous support ensures that your integrations remain reliable, up-to-date, and aligned with evolving business needs.
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