The 13 Best Salesforce Integrations

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Published in Apps on 24/05/2024, last updated 06/09/2024.

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 13 of the best Salesforce integrations, from email to marketing automation to messaging.

Why Salesforce integrations?

In sales, there are tons of potential friction points where an important deal can fall through. A crucial bit of external data comes in just a bit too late to save the deal. The sales cycle is too slow for some customers, and too fast for others. Content aimed at helping conversation is trapped in other tools, out of reach for your salespeople.

To grow the bottom line, you need to put everything your salespeople need to close the deal at their fingertips. Salesforce integrations get data stored on other platforms in the tool your reps use every day so they can focus on what they do best (selling) instead of copying and pasting data back and forth.

“Some other tools we looked at were kind of crazy when it came to pricing. Another big thing for us is 2-way sync for our Salesforce instance. Most of those options only offer directional sync and Unito is bidirectional, which is what we really needed. Plus they offered the best pricing for us at this stage.”

– Anel Behric, IT Manager, Cloudwerx

What are your Salesforce integration options?

When integrating Salesforce with the rest of your tool stack, you have more than a few options. Some are built right into Salesforce while others rely on third-party platforms.

Salesforce AppExchange

Salesforce offers built-in integrations through AppExchange, with many of them being built by third-party partners but deployed right in your Salesforce workplace. By navigating the marketplace, you can easily add integrations for the tools you rely on every day, which enables sales reps to get results without depending on extensive technical services.

This will usually be the first place you check for Salesforce integrations. When you don’t find exactly what you need, you’ll then move on to a third-party integration platform.

Automation tools

Whether it’s a deep automation service like Make or a simpler, more user-friend platform like Zapier, these tools are some of the most popular ways to automate all kinds of workflows — including your sales process. They do have their limitations, but they can be hard to beat when it comes to onboarding your teams quickly.

Two-way sync tools

A two-way sync solution like Unito doesn’t just allow you to create automations between your tools; it creates true two-way relationships between any Salesforce standard or custom object with items in another paired tool. That means any update to your Salesforce objects can be automatically synced over to items in another tool with no extra work. To replicate something similar with an automation tool — or AppExchange — needs several layers of automation. That means more moving pieces that can break or delay things.

Find out more about why two-way sync is the future of integration here.

3 Salesforce integrations for contacts and communication

Outlook

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. 

Best for

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.

You can integrate Outlook and Salesforce through built-in Salesforce features or third-party integrations. Here’s a guide to doing both.

Google Suite

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. With the right template, you can even use Google Sheets to centralize all your Salesforce data.

All that adds up to a more productive, efficient, and less stressed-out team. 

Best for

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.

Slack

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 (or Google Sheets 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. 

Best for

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.

3 Salesforce integrations for marketing

MailChimp

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 integrate Mailchimp Salesforce and sync your marketing leads 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. 

Best for

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. We often see use cases at Unito where marketing teams in Mailchimp build campaigns and send MQLs directly into Salesforce automatically.

ActiveCampaign

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. 

Best for

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.

HubSpot

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 HubSpot Salesforce, 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.

Best for

Larger companies that are 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.

The key is to use the best HubSpot and Salesforce modules for the task at hand. A popular use case involves syncing contact data from HubSpot Marketing Hub into Salesforce to expedite marketing’s handoff to sales.

3 Salesforce integrations for project management

Trello

Trello is usually the first project management tool people start using, and with good reason. It has a simple interface, it’s easy to learn, and it’s flexible enough to handle a variety of projects. If you’re using Trello as your project management tool of choice, then it’s a no-brainer to integrate Trello Salesforce.

Best for

Teams that rely on Trello’s simple project management platform to streamline sales processes and other workflows. Closing the gap between these tools means you get customer data at your fingertips in Trello and important context on ongoing initiatives in Salesforce.

Jira

If you’re in an industry that depends on software development teams to provide a product or service, then you know about Jira. A grudging favorite among these teams, Jira has a majority of the market share in its category despite its steep learning curve and complexity.

Best for

Whether you’re selling a software product and need input from the development team to close a tough deal or the team working on a tenacious bug wants more data about affected customers, a Jira Salesforce integration is a much-needed help for organizations operating in software development.

monday.com

One of the most popular project management tools on the market, monday.com is popular for its robust features that allow for collaboration across even the most complex projects.

Best for

While Salesforce is a great tool for managing the things customer-facing teams care about, from getting new leads into your sales pipeline to managing customer support requests, it’s not the best project management tool. That means other teams might never even log in to Salesforce, and even customer-facing teams will have to check-in on work in monday.com. If you integrate monday.com Salesforce, you can keep those who manage projects working more closely with those who bring in the money to fund those projects.

4 Salesforce integrations for customer support

ServiceNow

ServiceNow is a widely popular support tool, often used by software teams and ITSM providers. It’s usually deployed by enterprise-sized services, much in the same way Salesforce is. Pairing these two tools with the right integration closes the gap between your sales team (or account managers) and the people responsible for providing the actual service they’re selling. This can unlock collaborative opportunities that would otherwise fall through the cracks.

Best for

Enterprise-sized organizations, especially in the IT and ITSM industry. This integration creates a streamlined service that reduces — or completely eliminates — common friction points for customers.

Zendesk

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. You can use Unito’s two-way integration to sync Salesforce work items with Zendesk, or you can integrate Zendesk with Salesforce using a range of other integration solutions.

Best for

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.

Intercom

Intercom is one of the most popular customer support tools on the market. It’s part ticket management platform, part knowledge base, and part chatbot. And it’s all AI-powered. That makes it a powerful platform for leaders looking to streamline their customer support processes.

Best for

Aligning sales teams and customer support teams to close particularly difficult deals, unifying pre-sales and post-conversion customer data, and even looping in salespeople when existing customers want more clarity on something offered during the deal cycle.

DocuSign

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. 

Best for

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.

Time to integrate Salesforce

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 or enterprise tools such as ServiceNow or Excel 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.