Companies all over the world trust Salesforce to make their marketing, sales, IT and other workflows as efficient as possible. Salesforce is a Customer Relationship Management (CRM) tool, which means it stores nearly all the information generated when an organization interacts with its customers. Then, people across the company can quickly and easily access that information, making future interactions with customers as smooth, easy, and helpful as possible.
But no one tool can do everything, no matter how powerful. That’s why choosing the right integrations is a crucial next step to level-up the value your team gets from Salesforce.
As you’ll see below, most of these integrations can be accessed within AppExchange, Salesforce’s native app and integration marketplace. Many are also available within integration tools like Zapier, Workato, and Unito.
Here are eight of the best Salesforce integrations, from email to marketing automation to messaging.
Salesforce is a goldmine of important customer data. With an Outlook-Salesforce integration, you can manage that data right from your inbox.
For example, after interacting with a client over email, you could create a Salesforce record of it within Outlook. Or, you could sync data like contacts or upcoming tasks between the two platforms.
This integration will save you time by eliminating manual busywork. You can also analyze more data from Outlook within Salesforce, discovering even more about your customers.
Companies that rely on Outlook, and often move data from Outlook into Salesforce. Most of the time, this will be contact information that comes in by email. Otherwise, you’d have to manually copy this information into Salesforce.
Within Salesforce AppExchange, you’ve got plenty of options for apps that can integrate these two services.
If your company prefers Google to Microsoft, you can still integrate your CRM and email.
By putting Gmail and Salesforce in touch, you’ll be able to work with Salesforce data within your inbox, make Salesforce records with email data, and automatically include Gmail customer correspondence in your CRM.
All that adds up to a more productive, efficient, and less stressed-out team.
Companies that rely on Google apps, like Gmail, Google Calendar, and Google Drive. Depending on the specific platform, you can sync contact information from your emails, meetings from Calendar, or documents from Google Drive.
Free through Data Connector for Salesforce. Prices vary through Zapier, Automate.io, and Workato
If Slack saves you from drowning in email, why not make things even more efficient?
Slack and Salesforce are a match made in heaven — there’s even a dedicated Salesforce for Slack app that you can download through Salesforce’s AppExchange marketplace.
By integrating Slack and Salesforce, you’ll have access to all your Salesforce data right within Slack, by searching all your records, then quickly and easily sharing information with colleagues. You can also set Slack notifications, based on Salesforce activity.
Teams who regularly discuss Salesforce data in Slack and need to speed things up. With a Salesforce integration for Slack, you can go from casual conversation to action much faster.
Free through Salesforce AppExchange. Prices vary through Zapier, Automate.io, and Workato
Email is crucial to most marketers’ strategies, and MailChimp is one of the most popular tools out there. That’s why it’s so smart to sync your email marketing data directly into your CRM.
By integrating, you’ll be able to send your contact list and promising leads directly to MailChimp, making it even easier to launch hyper-targeted marketing campaigns. Data can also flow in the opposite direction so that you can create leads in Salesforce based on your Mailchimp subscriber.
MailChimp campaigns can be a great way for marketers to qualify leads. If you want to be able to bring your marketing and sales teams closer — and who doesn’t — this Salesforce integration can do that while saving you a ton of manual work.
Free in AppExchange. Price varies through Zapier, Automate, Workato and Segment.
Like Salesforce, ActiveCampaign is a CRM. But ActiveCampaign emphasizes marketing automation, and that makes it even more powerful in combination with Salesforce.
By integrating the two tools, you’ll be able to automatically follow-up with leads, as well as apply ActiveCampaign’s excellent list segmentation and deals tracking to your Salesforce data. Plus, ActiveCampaign itself offers many integrations, further broadening the scope of what you can do with Salesforce.
No matter the platform, marketing automation is about smoothing out the pipeline from potential interest to definite interest. With this Salesforce integration, you can do that between tools.
$9 monthly per company in Salesforce AppExchange
Signing that contract might feel like a perfunctory step, but it’s literally what allows you to seal the deal.
If your team’s already using DocuSign, integrating with Salesforce makes sure getting that signature is just as fast and efficient as the rest of your sales process.
You’ll be able to request and receive signatures on your Salesforce proposals and contracts within the app, and keep everyone updated on their status.
Teams that rely on contract, agreement, or proposal signing to close sales. If you’re often dealing with large customers — such as enterprise-sized businesses — you probably have to go through a bunch of contracts with every deal. This Salesforce integration eliminates manual steps between the initial request for a document and getting the signature that moves your deal closer to the “won” column.
Starting at $30 monthly per user in AppExchange. Prices vary through Zapier and Workato.
Why would you even need to use two CRMs, let alone integrate them? Well, if you can afford both tools (and they aren’t cheap), doing so lets you combine the best of both worlds.
Even though both Hubspot and Salesforce are CRMs, where Hubspot really shines is marketing, while Salesforce’s strength is sales and leads. If you integrate them, you can bring these closely related functions together, and get your sales and marketing teams working from the same data, within the same virtual environment.
Larger companies that are super-serious about customer relationship management. Whether you’re looking to ally the best features of both tools or you’re working with a department that prefers HubSpot, this Salesforce integration can get you closer to building a single, collaborative CRM environment.
This integration is offered directly through Hubspot. To view pricing, request a demo here. Obviously, you’ll need to be subscribed to both services.
Supporting customers and resolving their issues is an important part of building relationships.
By integrating Zendesk and Salesforce, you give your support workers instant, easy access to sales and lead information. That gives them valuable background and context to better help customers. It also means Salesforce can include helpdesk and support ticket information in its analysis.
Customer acquisition is just one part of your organization’s growth. Retaining those customers — especially the ones that bring in the most revenue — is just as important. You can ensure that your support agents have all the information and help they need to keep churn low.
Free through Zendesk Marketplace. Prices vary through providers like Unito, Zapier and Workato.
Time to integrate
We all rely on tools to get work done. When those tools can talk to each other, work gets faster, easier, and more efficient.
By integrating the rest of your stack with Salesforce, you’ll no longer have to move information manually between systems, and you’ll keep everyone on your team equipped with the information they need, all the time.
Want a one-stop shop for Salesforce integrations?
With Unito, you can connect Salesforce with 30+ integrations, including Zendesk, HubSpot, Mailchimp, and more.