24 Best Salesforce Integrations
to Boost Sales in 2024
Over 150,000 businesses use Salesforce in their daily operations, along with 90% of Fortune 500. However, what should you do when one tool’s not enough?
Salesforce is a cloud-based CRM designed to help you find more prospects, close more deals, and connect with customers on an entirely new level. But despite the many things Salesforce can do, there are a few it can’t. And that’s where integrations come into play.
In this article, we’ll provide an actionable overview of the 24 best Salesforce integrations to boost your sales in 2024, including their specific use case, benefits, and setup process. Let’s get started!
Key Takeaways:
- An integration is a type of specialized software that allows two tools to synchronize data and interact, allowing for higher productivity and efficiency.
- Salesforce’s Appexchange marketplace offers over 5,000 integrations for various use cases, including sales, marketing, customer service, analytics, etc.
- Some of Salesforce’s best integrations include CloudTalk, Cognism, PlanRadar, HelpSquad, Storylane, Compass, Visme, and others included in this article.
What Are Salesforce Integrations
& How Do They Work?
Salesforce integrations are third-party tools that allow you to customize and amplify your CRM’s performance with additional features for maximum efficiency and revenue generation. They can be native (developed by SF) or custom-made via an open API. To do so, you can consider hiring Salesforce developers who can build solutions tailored to your specific needs.
Salesforce integrations use tailored code to tie the two tools together and allow them to automatically synchronize data from multiple sources. All you need to do to get started with them is install the integration and have an active subscription to both services.
See how CloudTalk’s Salesforce integration drives more sales
Why Should You Use Salesforce Integrations?
By leveraging Salesforce integrations, businesses can create a unified ecosystem that streamlines operations, enhances data accuracy, and boosts overall productivity.
Whether you’re looking to improve customer service, automate marketing tasks, or simplify data management, integrating Salesforce with the right tools can transform your business processes and drive better outcomes.
The Benefits of Integrating Salesforce with Other Tools
Integrating Salesforce with other applications offers a myriad of benefits that can significantly enhance your business operations:
- Enhanced Data Accuracy and Consistency:
When Salesforce is integrated with your other tools, data flows seamlessly between systems. This reduces the risk of errors that often occur with manual data entry and ensures that your team always has access to the most up-to-date information. - Streamlined Workflows and Increased Efficiency:
Integrations eliminate the need to switch between multiple platforms, allowing your team to work more efficiently. For example, integrating Salesforce with your email marketing tool can automate the process of syncing contact lists and tracking campaign performance directly within Salesforce. - Improved Customer Insights:
By consolidating data from various sources into Salesforce, you gain a comprehensive view of your customers. This holistic perspective enables better decision-making and more personalized customer interactions, which can lead to increased customer satisfaction and loyalty. - Enhanced Collaboration:
Tools like Slack, which integrates seamlessly with Salesforce, foster better communication and collaboration among team members. This integration ensures that everyone is on the same page and has access to relevant customer data and project updates. - Scalability and Flexibility:
As your business grows, your technology stack needs to evolve. Salesforce integrations allow you to add new tools and functionalities without disrupting existing workflows, ensuring that your CRM adapts to your changing needs.
How to Choose the Best Salesforce Integrations
Selecting the right integrations for your Salesforce environment can be daunting, given the plethora of options available. Here are some key considerations to guide your decision-making process:
- Identify Your Business Needs:
Start by assessing your specific business requirements. Are you looking to enhance marketing automation, improve customer service, or streamline sales processes? Understanding your primary goals will help you narrow down the list of potential integrations. - Evaluate Compatibility:
Ensure that the integration is compatible with your current Salesforce setup and other tools in your technology stack. Check for pre-built integrations on the Salesforce AppExchange, which offers thousands of apps designed to work seamlessly with Salesforce. - Consider User Experience:
The integration should be user-friendly and intuitive, minimizing the learning curve for your team. Look for tools that offer robust support and documentation to help you get up and running quickly. - Scalability:
Choose integrations that can scale with your business. As your organization grows, you’ll need tools that can handle increased data volume and complexity without compromising performance. - Cost:
Evaluate the cost of the integration, including any setup fees, subscription costs, and potential hidden charges. Ensure that the benefits of the integration justify the investment. - Security and Compliance:
Data security is paramount. Verify that the integration complies with relevant data protection regulations and follows best practices for data security. This is especially important if you’re handling sensitive customer information.
The 24 Best Salesforce Integrations
#1 CloudTalk
CloudTalk is a cloud-based call center and business phone system built to maximize your customer support efforts across all channels.
It supports international numbers for 160+ countries, and you can instantly start optimizing your workflows with advanced features, including IVR, click-to-call, power dialers, and more.
How does integrating this tool improve Salesforce?
- Calls can be made and received directly within Salesforce using Salesforce CTI.
- Prospect details are visible as soon as a call is received. With all necessary information readily accessible, managing personalized conversations with prospects becomes more straightforward.
- CloudTalk’s Power Dialer significantly increases the number of calls made by agents and automates repetitive tasks. This can help convert prospects into leads, drive sales, and improve ROI.
Learn to integrate CloudTalk with Salesforce
The software is very easy to use. We have an integration with Salesforce and I can call straight from our CRM. It’s very convenient because I can call from a CRM, an app on the computer, and with my iPhone. All calls are tracked and recorded. We have all the data we need. Moreover, the CloudTalk team is extremely helpful.
Vismantas (Visma) B./Balcius, Sales Development Representative at Amberlo
#2 Uniqode
Uniqode’s Digital Business Card is a contactless networking solution for individuals and businesses looking to streamline their networking process. With Two-Way Contact Sharing, you can share your card with prospects and get their contact details in return.
How does integrating this tool improve Salesforce?
- Centralized Lead Management: Automatically sync all your leads between the two platforms and store all important lead information in one place.
- Automate follow-ups: Once leads are captured, they are automatically added to Salesforce and trigger a follow-up email or task, nurturing the lead and keeping you top-of-mind.
Learn to integrate Uniqode with Salesforce
Real-Life Example
Let’s see a real-life example of how this integration helps businesses. You are a sales rep working for a Furniture manufacturer.
You are attending the Total Home and Gift Market at the Dallas Market Center, meeting hundreds of new leads, and exchanging your digital business card. Without this integration, you must manually type all the contact details into your CRM to nurture leads.
This will take hours and is prone to errors. Integrating Uniqode’s Digital BusinessCard with Salesforce automatically adds all your leads, and follow-ups are triggered.
#3 Reply.io
Reply.io is an AI-powered sales engagement platform designed to automate and scale multichannel outreach. It helps businesses acquire new customers and drive revenue growth.
How does integrating this tool improve Salesforce?
- Ease of use: Simple setup and intuitive UI ensure quick adoption and efficient use.
- Enhanced outreach: Automate email, social, and call sequences for efficient outreach.
- Improved deliverability: Boost email performance with advanced deliverability tools.
- AI assistance: Utilize AI to compose emails, handle responses, and schedule meetings on autopilot.
- Prospect database: Access a B2B contact database with over 80+ mln prospects.
- Seamless CRM integration: Sync data effortlessly with Salesforce.
Learn to integrate Reply.io with Salesforce
Reply helps us create messages that feel highly personal while distributing them to a large, diverse audience.
Erica Breuer, Director of Sound Advice Careers
#4 Oneflow
Oneflow is a contract management tool that automates the entire contract process, from pre-sign to post-sign, for all teams in one place. What sets Oneflow apart is our easy-to-use, interactive contracts, which enable live collaboration across the entire contract lifecycle.
How does integrating this tool improve Salesforce?
Oneflow’s Salesforce integration enables sales teams to move faster in the last stage of the sales process by managing their proposals and contracts directly in Salesforce. Prospects receive clear contracts that are easy to sign, and reps don’t have to spend time manually updating Salesforce.
- Sales teams can easily create clearly structured proposals, making it easier for prospects to navigate offerings while reducing the risk of human error in contracts with built-in template logic.
- It removes manual, boring admin from sales reps while ensuring high data quality and consistency across contracts with automated bi-directional data sync.
- It enables sales leaders to leverage contract metadata to identify bottlenecks in their sales process and continuously optimize their process.
- With live collaboration inside the contract, reps can reduce the time to sign and reduce any risk associated with handling different versions of a contract.
Learn to integrate Oneflow with Salesforce
We use Oneflow as a digital contracting software, fully embedded into our CRM workflows. A key advantage of Oneflow is how neatly it integrates with Salesforce.
Oneflow customer
#5 Prefixbox
Prefixbox AI Search for B2C Commerce seamlessly connects with Salesforce B2C Commerce Cloud to automatically personalize and optimize your search and discovery experience.
It includes:
- AI Search Engine (supports vector search)
- AI Re-Ranking
- Personalization
- AI-powered synonym mining
- Merchandizing
- Typo-tolerant Rich Autocomplete
How does integrating this tool improve Salesforce?
Prefixbox AI Search can increase conversion rate and online revenue with AI-powered search. It can also decrease zero result rates and improve the user experience of your B2C Commerce site.
Learn to integrate Prefixbox with Salesforce
Real-Life Example
– AI-powered search leverages shopper behavior to return relevant results every time. With Prefixbox AI Search, an FMCG client increased its conversion rate by +16%.
– A DIY Client reported a 21% increase in online revenue after integrating Prefixbox AI Search.
– Another DIY client decreased the zero search result rate on their site by 31% with Prefixbox.
#6 Storydoc
Storydoc is an AI business presentation maker that turns static slides into interactive web content. It can be used for pitch decks, sales decks, landing pages, reports, proposals, case studies, and more.
How does integrating this tool improve Salesforce?
Connecting Salesforce to Storydoc will save you time. It helps automate mundane tasks and allows the user to focus on what really matters. Based on CRM triggers, users can generate personalized decks from their contact pages.
They are also able to create personalized ROI calculations and business review decks based on this CRM data, gaining full visibility of their lead’s buying journey. For example, they can learn how much time the lead spent on each slide and what messaging hit the mark.
Lastly, leads can book a meeting without leaving the deck, reducing friction and unnecessary “How does Tuesday look like?” emails.
How to integrate Storydoc with Salesforce?
Firstly, users have to be on a personalized team plan and then be onboarded with Storydoc’s customer success manager. This includes an individual integration setup.
Storydoc has completely revolutionised the way we share and present PowerPoints, making it an absolute standout in the crowd. But what truly makes Storydoc exceptional is the unparalleled support and response from their teams. It’s like having your own personal dream team standing by to ensure your experience is nothing short of extraordinary.
Richard A.
#7 Kaspr
Kaspr is a B2B prospecting tool with data enrichment. The Chrome Extension allows users to access accurate phone numbers and email addresses at the click of a button.
How does integrating this tool improve Salesforce?
- Sending enriched data directly to your CRM from the Chrome Extension.
- Bulk enrichment capabilities via CSV upload.
- Create workflows to send enriched contact info to Salesforce.
Learn to integrate Kaspr with Salesforce
Kaspr is simple and very convenient to use. It’s quick for extracting and transferring data to our CRM. Time-consuming searches for contact details is a thing of the past!
Jennifer Sitruk – Sales Director at Gymlib
#8 HelpSquad
HelpSquad is your 24/7 customer service outsourcing partner. We handle live chat, SMS, email, phone, and all other communications for your end-customers, allowing you to focus on your core business.
Our seamless integration with Salesforce ensures the automatic creation of leads and contact records after every interaction, complete with tagged interactions and escalations to tier 2 when needed.
How does integrating this tool improve Salesforce?
- Enhanced Efficiency: Automatically creating leads and contact records in Salesforce after every interaction saves time and reduces manual data entry.
- Improved Customer Tracking: Tagged interactions ensure all customer communications are organized and easily accessible, providing a comprehensive view of customer history.
- Seamless Escalation: Automated escalation to tier 2 support when needed ensures that complex issues are promptly addressed by the right team members.
- Focus on Core Business: Outsourcing customer service allows your team to concentrate on core business activities, enhancing overall productivity and growth.
- Cost-Effective: Reduce the costs associated with hiring, training, and maintaining an in-house customer service team by leveraging HelpSquad’s expertise and infrastructure.
How do you integrate HelpSquad with Salesforce?
You can set up integration with Salesforce by simply authorizing your sandbox or live Salesforce account. This one-click integration process is quick and easy. We utilize the Salesforce API to manage and streamline your communication records.
Real-Life Example
National University, a leading educational institution, integrated HelpSquad with Salesforce to streamline its customer service operations.
Results:
– The university saw a 40% reduction in manual data entry tasks as all student inquiries were automatically recorded in Salesforce.
– With 24/7 availability, National University reduced average response times from 4 hours to just 30 minutes.
– Every interaction was tagged and categorized, providing a comprehensive view of each student’s history. This resulted in a 30% increase in first-contact resolution rates.
– Complex issues were automatically escalated to tier 2 support, decreasing the average resolution time for escalated cases by 25%.
– Overall student satisfaction scores increased by 20%, as measured by post-interaction surveys.
#9 Coupler.io
When using Salesforce, you have a lot of data available that’s hard to handle. Coupler.io is the solution for managing and analyzing it. This automation and analytics platform allows you to extract, transform, organize Salesforce data and create insightful automated reports.
How does integrating this tool improve Salesforce?
- With Coupler.io, you connect Salesforce to Google Sheets, Looker Studio, or other BI tools, databases, and spreadsheets.
- It allows you to schedule the refresh of your Salesforce data export.
- The platform has a gallery of free interactive dashboard templates for comprehensive Salesforce data analysis.
How do you integrate Coupler.io with Salesforce?
You don’t need any coding knowledge to set up this integration.
On the Coupler.io web application, choose Salesforce as the source app → set up a destination app → choose pre-set transformation or customize extraction. Done!
That’s a great tool to connect to analytics app like Looker. Setup is easy and pricing is decent.
Aurélien P., Product Builder
#10 Visme
Visme is an all-in-one platform designed for creating presentations, documents, visual reports, data visualizations, and other visual formats. It is geared towards non-design professionals, allowing them to efficiently create engaging visual content.
How does integrating this tool improve Salesforce?
With Visme’s Salesforce integration, teams can streamline the creation process of their sales content by automatically pulling Salesforce data that live in properties into dynamic fields in their Visme projects. This makes it faster to update materials for each client.
This integration also captures published project analytics simultaneously within both the Visme and Salesforce dashboards.
How to integrate Visme with Salesforce?
Visme integrates with Salesforce via Zapier.
We use these guides in internal and client-facing scenarios, and everyone loves them. We also love the available branding which we recently started using, the automatically created branded templates are great, and they pull in your logo and colors automatically.
Ryan G., Mid-Market
#11 Storylane
Storylane is a demo automation platform that helps SaaS companies build interactive demos. It helps marketing, sales, and pre-sales teams create clickable demos that showcase your product’s best features effortlessly.
How does integrating this tool improve Salesforce?
- Create new leads or contacts captured from Storylane lead forms
- Update demo analytics for leads or contacts as custom objects
Learn to integrate Storylane with Salesforce
Our account contact is really quick to come back to us, and the support team has been great in being able to answer any of my questions and help with the set up of our SSO, for example.
I’m using it daily and getting better at using it. It was extremely easy to integrate with Salesforce and our SSO.
Jess S.
#12 LiveHelpNow
LiveHelpNow is an omnichannel customer service software platform designed to enhance customer support and engagement. It offers real-time live chat functionality, allowing businesses to interact with customers instantly and provide quick assistance.
Email ticketing streamlines email management by converting inquiries into manageable support tickets, while SMS support enables customer service via text messaging, reaching customers directly on their mobile devices.
How does integrating this tool improve Salesforce?
Salesforce users can benefit greatly from integrating LiveHelpNow. This integration ensures that all customer interactions, whether through live chat, email, SMS, or social media, are automatically recorded in Salesforce. This unified customer data creates a comprehensive view of customer history and interactions, allowing for better-informed decision-making and more personalized service.
Learn to integrate LiveHelpNow with Salesforce
Real-Life Example
Durham College, a prominent educational institution, integrated LiveHelpNow with Salesforce to improve its customer service operations. By leveraging this powerful combination, Durham College achieved remarkable improvements in efficiency, response times, and overall student satisfaction.
Results:
– 35% reduction in manual data entry tasks
– reduced average response times from 3 hours to just 20 minutes
– 25% increase in first-contact resolution rates
– decreased average resolution time for escalated cases by 30%
– 15% increase in overall student satisfaction
#13 Compass
Compass offers services designed to simplify and automate sales commission management. By integrating with Compass, businesses can unlock significant benefits:
- Automated Plans: Design logic and automate complex commissions without coding.
- Sales Gamification: Motivate reps with engaging challenges, rewards, and competition.
- Performance Management: Track rep progress and optimize sales strategies with an intuitive platform.
How does integrating this tool improve Salesforce?
- Automatically transfer deal data, eliminating manual entry and streamlining the commission process.
- Connect sales data from salesforce for automated, error-free commission calculations and ensure on-time payouts.
- Gain immediate visibility into quota attainment, potential deal commissions, and other key metrics for both sales reps and managers.
How to integrate Compass with Salesforce?
- Connect your database: After logging into Compass go to the integrations tab and select Salesforce. Login with relevant credentials and authenticate the data transfer. Select the objects that you want to import.
- Map Fields: Once the integration is done, you can immediately map the necessary fields. Additionally, you can introduce new fields if any required information is absent from your current database.
- Create incentive programs: Upon configuring your database, you can create multiple sales commission programs. Compass guarantees real-time database updates, ensuring accurate incentives.
Real-Life Example
A German luxury auto brand improved its top-line sales with effective sales compensation and communication. Compass particularly helped in centralizing commission communication and payouts, as well as simplifying incentive visibility.
Results:
– 11% Increase in unit sales in less than 90 days
– 5% Increase in qualifiers in less than 90 days
– 92.8% Adoption of Compass by sales teams
– 96.2% Increase in payouts adoption
#14 Cognism
Cognism is a sales intelligence tool with accurate data in EMEA, NAM, and APAC. Their Diamond Data® helps you connect with 87% of your list. Cognism will provide you with intent, technographic, and demographic data, as well as contact info.
How does integrating this tool improve Salesforce?
- Export contacts in bulk from Cognism’s web app.
- Sync data directly to Salesforce using the Chrome Extension.
- Sync activities and opt-out info between your Cognism Campaign and activities on your Salesforce records.
Learn to integrate Cognism with Salesforce
Cognism is a very intuitive tool and seamlessly integrates into my Salesforce instance. As a BDR, I spend most of my time prospecting into new accounts. With that, it is very important that I am getting accurate contact info. Cognism has provided me with just that.
Review on G2
#15 PlanRadar
PlanRadar is an award-winning digital B2B platform for documentation, task management and communication in construction and real estate projects. The platform enables teams to increase quality, cut costsand realise work faster.
Today, PlanRadar serves more than 120,000 users across 65 + countries.
How does integrating this tool improve Salesforce?
- Enhanced Data Management: Salesforce can serve as a centralized platform where data from PlanRadar, such as project updates, site reports, and task statuses, can be stored and accessed. This leads to streamlined operations and better data consistency across the board.
- Automated Workflows: Integrating PlanRadar with Salesforce can automate routine tasks such as data entry, updates, and notifications. This not only saves time but also reduces the risk of human errors.
- Customized Reporting: Salesforce offers powerful reporting and analytics tools. By feeding data from PlanRadar into Salesforce, you can generate customized reports that provide insights into project progress, resource allocation, and overall efficiency.
- Scalability: As your needs grow, Salesforce’s robust platform can scale accordingly, handling increased data from PlanRadar without performance dips, thus supporting business growth.
- Enhanced Security: Salesforce offers high-level security features, which can help protect the sensitive data imported from PlanRadar.
Learn to integrate PlanRadar with Salesforce
PlanRadar has significantly improved our project management process. The ability to annotate plans and track tasks in real time has made communication much more efficient. The mobile app is a game changer, allowing immediate updates from the field and ensuring that everyone is always in the loop.
Jamie K.
#16 Woodpecker
Woodpecker is a cold email tool that adapts to the needs of salespeople, agencies, and individuals to get messages delivered to the recipient’s main inbox and bring more opportunities as a result.
How does integrating this tool improve Salesforce?
Integrating Woodpecker with Salesforce creates a smooth and seamless workflow from the first touchpoint with a contact to closing a sale.
This integration automates the sales process from start to finish and syncs data in order to get your team members on the same page and boost their productivity.
How to integrate Woodpecker with Salesforce?
Woodpecker integrates with Salesforce via Zapier.
First, we can see our entire teams activity in one place. Second, the AI is incredible and saves us hours every week on writing content. Finally, they have an integration with dux-soup so you can send LI connections and messages right through the platform.
Ashley A.
#17 Hubstaff
Hubstaff Salesforce Time Tracking is an application designed to track the time your team spends on Salesforce tasks. With Hubstaff, you can view productivity trends, manage payroll, and enhance your team’s efficiency through detailed time tracking, optional screenshots, and activity levels. This seamless integration with Salesforce allows you to focus on what matters most – your business growth.
How does integrating this tool improve Salesforce?
- Accurate Time Tracking: Easily track the exact time your team spends on assigned Salesforce tasks.
- Enhanced Productivity Monitoring: Optional screenshots and activity levels provide a clear view of how your team works.
- Automatic Updates: Hubstaff syncs with Salesforce to automatically update tasks, saving time and reducing manual effort.
- Comprehensive Reporting: Automatically generated time reports keep you organized and allow for easy export or email sharing.
- Work Notes: Team members can add notes directly into the Hubstaff app, which appear in automatic reports, ensuring transparency and accountability.
Learn to integrate Hubstaff with Salesforce
Hubstaff has been instrumental in boosting my productivity. Its time-tracking features are intuitive and reliable, helping me manage my tasks efficiently. The detailed reports and seamless integration with other tools are fantastic. Highly recommend Hubstaff to anyone looking to streamline their workflow!
Maria Jonafer F. – G2 review
#18 Coefficient
Coefficient automates live data in Google Sheets or Excel, keeping your reports up-to-date. Connect to any source system with one click and sync data automatically. Get Slack and email alerts for monitoring. Coefficient bridges the data gap, allowing business users to access and analyze data without relying on IT.
How does integrating this tool improve Salesforce?
- Instant Data Import: Import Salesforce data in seconds with a one-click connection.
- No-Code Data Management: Import Objects and Reports through an intuitive no-code UI.
- Large Data Set Handling: Easily pull large Salesforce data sets into Google Sheets.
- Automated Updates: Keep your data up-to-date automatically in Google Sheets.
- Real-Time Dashboards: Launch pre-built Salesforce dashboards directly within Sheets.
Learn to integrate Coefficient with Salesforce
Real-Life Example
Mutiny, a no-code web personalization tool, struggled with unreliable data integration in Google Sheets, leading to hours of manual data work. Switching to Coefficient resolved this, effortlessly importing live Salesforce and QuickBooks data into Sheets.
“Coefficient’s live reporting from Salesforce in Sheets gave our leadership team real-time business performance insights,” noted a team member.
With over $60M in funding and rapid growth, Mutiny’s data needs increased. Coefficient met these demands, enhancing decision-making and operational efficiency.
#19 TMetric
TMetric is time tracking and productivity software. It helps businesses and individuals track their time spent on tasks and projects, manage time off, create invoices for clients, and generate reports. Its best features include time tracking, timesheets, desktop and mobile apps, and integrations with various popular services.
How does integrating this tool improve Salesforce?
- Streamlined Workflow: Integration allows for seamless time tracking within Salesforce, enhancing productivity by eliminating manual processes.
- Billing Precision: The integration ensures accurate billing by tracking billable hours directly within Salesforce, simplifying invoicing and fostering client trust.
Learn to integrate TMertic with Salesforce
We’ve found TMetric to be both user friendly and robust. It was easy to setup which allowed us to begin leveraging the tool immediately. It also provides multiple layers of reporting which provides value to our organization on a number of different levels.
Brian Reilly, BankBound
#20 Titan
Titan is a powerful no-code platform to support businesses with any project or process. With point-and-click tools, Titan makes Salesforce solutions simple.
Empower your teams to build portals, design dynamic forms, generate documents for signing, and more in Salesforce without writing a single line of code.
How does integrating this tool improve Salesforce?
- Document Generation & CLM: Titan lets you automatically create documents, like quotes or invoices, from Salesforce in seconds instead of manually creating them from scratch whenever you need them.
- Flexible Forms: Titan lets designers create engaging forms that work with any Salesforce object, data structure, or logic.
- Electronic Signatures: When you generate a document from Salesforce, you can use Titan to add electronic or digital signatures to your files.
- Turbocharged Surveys: Titan can help your teams measure customer satisfaction levels, conduct market research, and deliver surveys, all linked to Salesforce.
- Fully Branded Portals: Titan supports any web app project for Salesforce with drag-and-drop tools to cut your development costs.
- Streamlined Workflows: Together, Salesforce and Titan can generate 10,000 automations per second, eliminating manual tasks for your business units.
Learn to integrate Titan with Salesforce
Titan makes every Salesforce use case a delightful creative experience. I’ve been already using this tool for a a few years for many clients, and the possibilities just don’t cease to amaze me.
Mikey Linial – AppExchange review
#21 Lobstr
Lobstr is a user-friendly API that allows you to launch pre-built data crawlers, manage accounts and schedules, and gather results with ease.
Lobstr offers a diverse range of standardized collection tools, which empower you to collect personal data from social networks, gather price and stock data from e-commerce sites, or automate a series of repetitive online actions to drive personal and company growth.
How does integrating this tool improve Salesforce?
- Automates lead generation: Scrape public data from social media, business directories, and e-commerce platforms to find potential customers.
- Enriches CRM data: Automatically populate Salesforce with lead information like contact details and social media profiles.
- Keeps data fresh: Regularly harvest competitor pricing or product data to keep your Salesforce information up-to-date.
- Saves time and effort: Eliminate manual data collection for public information.
How to integrate Lobstr with Salesforce?
Lobstr integrates with Salesforce via Zapier.
I’ve been using this platform for over 1 year and what can I say … it’s a gold mine! I highly recommend it!
Enzo Achando – Trustpilot review
#22 Appy Pie Automate
Appy Pie Automate is a no-code workflow automation platform that connects Salesforce with the apps that you use daily. By using Appy Pie Automate, businesses can easily create Salesforce integrations without needing a keen coding knowledge. You can connect 100+ apps with Salesforce to save time by automating repetitive tasks. And this will result in an increased focus on productivity for your business’s growth.
How does integrating this tool improve Salesforce?
- Enhanced collaboration
- Efficient data management
- Follow-ups will be automated
- Will get a 360-degree view of customers
- Focus on productivity
Very Intuitive, easy to navigate, lots of tutorials, API integration of various other apps, such as Instagram and The Bible app.
David A. – G2 review
#23 Nicereply
Nicereply is a customer experience management platform designed to help businesses enhance their customer satisfaction through effective feedback collection. Offering a suite of powerful survey tools, including CSAT (Customer Satisfaction), NPS (Net Promoter Score), and CES (Customer Effort Score), Nicereply enables companies to gain critical insights into their customer interactions.
Whether you are a growing startup or an established enterprise, Nicereply provides the tools needed to ensure your customers are satisfied, engaged, and likely to recommend your brand to others, creating a foundation for long-term success.
How does integrating Nicereply improve Salesforce?
- Embedded Email Surveys: You can embed surveys directly into Salesforce email templates, enabling customer feedback collection at every interaction.This increases survey visibility and response rates while reducing the number of follow-up emails.
- Real-Time Feedback and Analytics: All feedback collected through Nicereply is displayed in real-time within Salesforce. Teams can access and analyze
customer sentiment instantly, allowing for immediate action on customer dissatisfaction. - Link Feedback to Cases: The integration provides case backlinks, ensuring that feedback is tied to specific support tickets, making it easier to contextualize customer responses and track agent performance.
- Customizable Surveys: Nicereply enables you to tailor surveys to match your brand and specific needs, adding customized questions and ensuring that feedback aligns with your customer experience goals.
Learn to integrate Nicereply with Salesforce
Nicereply is easy to use and super user-friendly. The data is tracked simply and reported back quickly. I enjoy the simplicity of searching for a user and finding all their past reviews. I like that it integrates with a lot of our products.
Alyssa U. – G2 review
#24 ZELIQ
ZELIQ is an all-in-one sales platform that combines prospecting, outreach automation, and data enrichment, offering seamless sales execution from a single interface.
How does integrating ZELIQ improve Salesforce?
- Lead prospecting: Access a built-in contact database of 450+ million leads for streamlined prospecting.
- Automation: Automate email and LinkedIn outreach to boost engagement.
- Real-time data sync: Effortlessly synchronize leads, sequences, and actions with Salesforce.
- Data enrichment: Enrich contacts with multi-source data for better targeting.
Learn to integrate ZELIQ with Salesforce.
It has a user-friendly interface and consolidates all necessary tools in one platform.
Shubham, G.– G2 review
Conclusion
As tech stacks continue to grow, so does the time your employees spend switching between tools and looking for information. The key to an efficient and productive workplace is clear – a unified interface that removes as much redundancy as possible.
Thankfully, with one-click integrations, that goal is more achievable than ever before. And you can get started right now with the 16 best Salesforce integrations covered in this article, regardless of what your business needs and objectives are.
FAQ
Does Salesforce integrate with other apps?
Yes, Salesforce integrates with a wide range of apps. Salesforce is designed to work seamlessly with various third-party applications and services, enhancing its functionality and allowing businesses to streamline their processes. These integrations can range from marketing and sales tools to customer service and productivity apps.
What integrations does Salesforce have?
Salesforce offers a vast array of integrations with different types of applications, including:
– Marketing Automation: HubSpot, Marketo, Pardot (Salesforce’s own).
– Customer Service: Zendesk, ServiceNow.
– Productivity Tools: Microsoft Office 365, Google Workspace.
– Collaboration Tools: Slack (now owned by Salesforce), Microsoft Teams.
– E-commerce Platforms: Shopify, Magento.
– Finance and Accounting: QuickBooks, Xero.
– Analytics and BI Tools: Tableau (now owned by Salesforce), Power BI.
– Social Media: Hootsuite, Social Studio (Salesforce’s own).
– ERP Systems: SAP, Oracle ERP.
How many integrations are there in Salesforce?
Salesforce has thousands of integrations available through its AppExchange marketplace. AppExchange offers over 5,000 pre-built apps and components that can be easily integrated with Salesforce, addressing various business needs across different industries.
Does Salesforce have API integration?
Yes, Salesforce offers robust API integration capabilities. Salesforce provides multiple APIs such as REST API, SOAP API, Bulk API, and Metadata API, allowing developers to integrate Salesforce with other systems and applications. These APIs facilitate data exchange, automation, and the extension of Salesforce’s functionality to other platforms.
Which Salesforce middleware is the best?
The choice of the best middleware for Salesforce depends on the specific needs and architecture of your organization. Some popular middleware options include:
– MuleSoft: Acquired by Salesforce, MuleSoft is highly regarded for its comprehensive integration capabilities and support for a wide range of protocols and connectors.
– Dell Boomi: Known for its ease of use and rapid deployment, making it suitable for connecting various cloud and on-premises applications.
– Jitterbit: Offers intuitive design tools and pre-built templates, which can accelerate the integration process.
– Informatica: Provides robust data integration and data management capabilities, particularly useful for large enterprises with complex data environments.
What is the best marketing tool to implement with Salesforce?
The best marketing tool to implement with Salesforce often depends on your specific marketing needs and goals. However, some of the most popular and highly recommended marketing tools that integrate well with Salesforce include:
– Pardot: Salesforce’s own B2B marketing automation tool, offering lead generation, email marketing, and campaign management.
– HubSpot: Provides comprehensive inbound marketing capabilities, including content management, social media marketing, and analytics.
– Marketo: Known for its advanced automation capabilities and extensive features for lead management, email marketing, and customer engagement.
– Mailchimp: Ideal for email marketing, offering powerful campaign creation and analytics tools, and integrating seamlessly with Salesforce.
– Hootsuite: For social media management, Hootsuite integrates with Salesforce to provide insights and analytics on social media performance and customer engagement.
Choosing the right marketing tool will depend on your specific marketing strategy, team expertise, and budget.