Top 15 Best Salesforce Integrations in 2023
Salesforce integrations refers to the process of connecting Salesforce, a leading customer relationship management (CRM) platform, with other applications, systems, or tools to enable seamless data sharing and streamline business processes. It allows businesses to extend the capabilities of Salesforce and leverage its data and functionalities in conjunction with other software and platforms.
By integrating Salesforce with other tools, such as marketing automation platforms, customer support software, project management apps, or analytics tools, businesses can create a unified ecosystem where data is synchronized across platforms. This integration eliminates data silos, reduces manual data entry, and enhances overall efficiency and productivity.
Salesforce integration offers several benefits, including real-time visibility into customer data, automated data updates, enhanced collaboration among teams, personalized customer experiences, and improved decision-making through comprehensive data analysis. It plays a crucial role in optimizing business operations, enhancing customer relationships, and driving overall business success.
How Salesforce Integration Works?
Salesforce integration works by connecting Salesforce with other applications, systems, or tools to enable seamless data sharing and streamline business processes. The integration process involves various steps:
- Define Integration Requirements: Determine the specific use case and objectives of the integration. Identify the data and processes that need to be synchronized between Salesforce and the other system.
- Choose Integration Method: Select the appropriate integration method based on the requirements and capabilities of the systems involved. Options include native integration, API integration, third-party integrations, and more.
- Establish Connection: Create a connection between Salesforce and the external system. This connection can be established using APIs (Application Programming Interfaces) that allow different software applications to communicate with each other.
- Data Mapping: Map the data fields between Salesforce and the external system to ensure that data is transferred accurately and consistently.
- Data Synchronization: Set up data synchronization between Salesforce and the other system to ensure that changes made in one system are reflected in the other in real-time or on a scheduled basis.
- Testing: Thoroughly test the integration to verify that data is being transferred correctly and that the desired functionalities are working as expected.
- Deployment: Once the integration is tested and validated, deploy it to the production environment.
- Monitor and Maintain: Continuously monitor the integration to ensure its performance and stability. Make necessary adjustments or updates as needed.
Salesforce integration streamlines workflows, eliminates data silos, enhances collaboration, and enables businesses to leverage the full power of Salesforce in conjunction with other systems, leading to improved efficiency and productivity.
Top 15 Salesforce Integrations for Businesses:
1. Salesloft: Enhance Sales Efficiency
Salesloft is a leading sales engagement platform that seamlessly works with Salesforce. It empowers your sales team to prospect, sell, and engage with leads pre- and post-sale. The integration ensures bidirectional data syncing, automatically updating leads, contacts, accounts, and opportunities across both platforms for accuracy and consistency.
Top feature:
One of its standout features is the CRM Sync functionality. It provides a unified view of all sales activities, automatically recording calls and emails sent via Salesloft as activities in Salesforce. This streamlines workflows and fosters efficient sales engagement. Salesloft also allows you to create personalized call and email sequences. Additionally, A/B testing helps optimize messaging for maximum effectiveness.
Pricing:-
Salesloft offers flexible pricing options. For an annual contract, one license per user starts at $2,000. Alternatively, monthly plans range from $125 to $165 per user, depending on the package. This ensures that businesses of all sizes can leverage Salesloft’s powerful capabilities.
2. SPOTIO: A Salesforce Integration for Enhanced Field Sales Performance
SPOTIO, a cutting-edge field sales engagement platform, equips mobile sales representatives with the critical visibility and real-time data they need to make informed decisions and elevate field sales performance. The seamless integration of SPOTIO with Salesforce enables teams to leverage auto-logging, automated CRM data capture, and convenient templates for emails, messages, and phone calls.
Top Feature:
A standout feature of SPOTIO is its mobile-friendly design, catering perfectly to sales reps operating in the field. With SPOTIO’s user-friendly mobile interface, sales representatives can stay productive, efficient, and connected while on the move, enabling them to achieve outstanding sales results.
Pricing:
SPOTIO offers competitive pricing plans, starting from $39 per user per month. This cost-effective structure allows businesses to enhance their field sales performance without breaking the budget.
3. Asana: Streamlined Project Management
Asana is a powerful project management and collaboration app that fosters seamless teamwork and enhances productivity across cross-functional teams. Integrating Asana with Salesforce provides sales teams with a centralized platform to track their projects, tasks, and follow-ups, eliminating silos and increasing efficiency.
Top Feature:
A key highlight of the Asana-Salesforce integration is leveraging Salesforce’s Process Builder feature. By connecting with Asana, sales reps can ensure they never miss critical steps in the sales cycle, ensuring smoother and more effective sales processes.
Pricing:
Asana offers flexible pricing options to suit various needs. Businesses can start with the free plan and explore the app’s capabilities. For additional features and benefits, paid plans start at $10.99 per user per month when billed annually.
4. LinkedIn Sales Navigator: Simplifying Sales Prospecting
LinkedIn Sales Navigator is a powerful tool designed to help companies generate valuable sales leads by tapping into its extensive network. With seamless integration with Salesforce, it provides valuable insights alongside your prospecting activities.
This integration streamlines sales prospecting, offering custom lead recommendations and advanced search options for better-qualified leads.
Top Feature:
A standout feature is its strong filtering capabilities and the ability to create personas for accounts, offering a quick overview of prospects.
Pricing:
LinkedIn Sales Navigator offers competitive pricing starting at $99 per month. For those wanting to experience its benefits firsthand, a free trial is available, allowing users to explore the platform’s capabilities before making a commitment.
5. Outfunnel: Seamlessly Sync and Automate Marketing Campaigns
Outfunnel streamlines your marketing efforts by syncing contact lists from your CRM with your marketing automation tool, enabling automated campaigns.
With Outfunnel’s integration with Salesforce, you have the flexibility to choose which contacts are synced and select custom objects and fields. This ensures that your marketing campaigns are always built on up-to-date lists.
Additionally, the integration allows easy import of CRM contacts. For instance, if you capture leads through a newsletter subscription field on your website, Outfunnel and Salesforce automatically pull these leads into your CRM.
Top Feature:
The ability to pull lead data from various channels into Salesforce offers your sales and marketing teams a centralized and reliable source of information. This unified view empowers them to make well-informed decisions.
Pricing:
Outfunnel offers plans starting at $49 per month when billed annually. To explore its capabilities risk-free, you can take advantage of a free 14-day trial for any of their plans before making a commitment.
6. ActiveCampaign: Seamless Campaign Management
ActiveCampaign is a comprehensive cloud software platform that brings together email marketing, marketing and sales automation, and CRM tools, offering a holistic view of your customer journey and ensuring a seamless customer experience.
By integrating ActiveCampaign with Salesforce, you gain the power to curate personalized experiences across all channels throughout the customer journey. The seamless data syncing between the two platforms automatically keeps your leads and contacts up-to-date.
Top Feature:
ActiveCampaign boasts robust automation features, allowing you to create custom journeys effortlessly using a user-friendly drag-and-drop builder. This empowers you to craft tailored interactions and engage customers more effectively.
Pricing:
ActiveCampaign offers various plans to suit your needs, with prices starting at just $19 per month. This affordable pricing ensures that businesses of all sizes can access powerful marketing and automation tools.
7. ZoomInfo: Elevating Sales and Marketing
ZoomInfo is a powerful solution that equips businesses with actionable data about other businesses, enhancing sales and marketing campaigns and facilitating communication with key decision-makers. With features like a native phone dialer and conversation intelligence, ZoomInfo enables analysis of customer calls, meetings, and emails.
Top Feature:
The standout feature of ZoomInfo is its seamless integration with Salesforce. Users can access ZoomInfo’s data and insights directly within Salesforce, eliminating the need to switch to a different platform. This integration streamlines workflows, empowering sales and marketing teams to make informed decisions without interruptions.
Pricing:
While ZoomInfo’s pricing is not publicly disclosed, it is reported to start at $14,995 per year, according to various sources. For detailed pricing information and plans tailored to your business needs, it’s best to contact ZoomInfo directly.
8. Weflow: The Ultimate Integration for Pipeline Management
If you aim to enhance pipeline management, streamline Salesforce updates, ensure sales process compliance, and maintain data hygiene, Weflow is the solution for you.
Setting up the Weflow integration with Salesforce is quick and straightforward, taking just a few seconds. The added convenience of the Weflow Chrome Extension allows you to update Salesforce from anywhere, whether you’re on the web, Google Calendar, Gmail, or Outlook.
Top Feature:
Users highly appreciate Weflow’s Chrome extension and web app functionalities, which offer an intuitive, spreadsheet-style method of updating the pipeline. The notepad feature, embedded with Salesforce fields, simplifies note-taking and management. Additionally, the admin center facilitates template and view creation for seamless team collaboration. Unlike other tools, Weflow’s compatibility with Salesforce is at the core of its design, ensuring a seamless and efficient experience.
Other Benefits Include:
- Modern Notepad: Weflow’s notepad automatically syncs with Salesforce, saving time and boosting productivity for sales representatives.
- Templates for Sales Methodologies: Utilize templates to adhere to your preferred sales methodology, promoting sales process compliance.
- Streamlined Web App and Chrome Extension: This combination eliminates countless Salesforce tabs, minimizes page load times, and reduces context switching.
- Improved Sales Forecasting Accuracy: Weflow helps capture more accurate deal data in Salesforce, enhancing sales forecasting.
- Enhanced Meetings and Handovers: Conduct more efficient pipeline reviews, 1:1 meetings, weekly sales meetings, and handovers with Weflow’s seamless integration.
Pricing:
Weflow offers affordable plans, starting at $39 per user per month, ensuring you can unlock its full potential without breaking the bank.
9. Gainsight: Empowering Customer Success with Salesforce Integration
Gainsight is a comprehensive customer success management platform that offers teams visibility into customer lifecycles, interactions, segmentation, reporting, and workflow management. Its array of features includes creating customized calls-to-action, NPS surveys, and customer health scores.
When integrated with Salesforce, Gainsight becomes a powerful addition, centralizing all customer data within a single platform.
Top Feature:
A standout feature of Gainsight’s Salesforce integration is the simplification of reporting. Instead of navigating multiple clicks in Salesforce, Gainsight Dashboards provide a streamlined view, making Salesforce reporting more efficient and accessible.
Pricing:
As pricing information for Gainsight is not publicly available, we recommend contacting Gainsight directly to inquire about their pricing options.
10. Freshdesk: Elevating Customer Support with Unified Ticket Management
Freshdesk is a customer service software designed to enhance and streamline customer support operations. By consolidating all support channels into a single platform, including messaging, chat, email, phone, and social networks, Freshdesk empowers businesses to deliver exceptional customer experiences.
With Freshdesk’s automatic workload distribution, tickets are evenly distributed among team members, ensuring efficient ticket management and process tracking. This significantly reduces redundant work and enhances productivity, leading to improved customer satisfaction.
Top Feature:
The standout feature of Freshdesk is the ability to track and manage incoming support tickets from multiple channels, all from a single inbox. This centralized approach simplifies ticket handling and ensures prompt responses, providing customers with a seamless support experience.
Pricing:
Freshdesk offers a free plan to get started. For advanced features and additional benefits, paid plans start at $15 per agent per month when billed annually.
11. Google Workspace: Unify and Simplify Your Business Apps
For companies heavily reliant on Google apps like Gmail, Google Calendar, and Google Drive, the Google Workspace integrations for Salesforce offer a game-changing solution.
With seamless integration, you can effortlessly sync contact information from Gmail, meetings from Calendar, and documents from Drive directly into Salesforce. This consolidation creates a single, centralized hub for all pertinent information and documents related to a specific contact.
Top Feature:
The standout feature of Google Workspace integrations for Salesforce is its powerful yet user-friendly interface. Businesses and customers alike appreciate the ease of document sharing and collaboration, fostering efficient workflows and enhanced productivity.
Pricing:
Google Workspace plans for Salesforce integrations start at an affordable $6 per user per month. Businesses can also explore the platform’s capabilities through free trials before committing to a plan.
12. Totango: Driving Customer Success
Totango is a powerful customer success platform that empowers teams to effectively manage post-sales activities, driving adoption, retention, and expansion. By integrating Totango with Salesforce, you can harness the full potential of customer data and metrics, consolidating all information within a single platform.
This integration eliminates the need for switching between apps, providing a holistic view of your customers and enabling you to take immediate actions from one central platform.
Top Feature:
The standout feature of Totango’s Salesforce integration is real-time visibility into customer health. With up-to-date customer insights, you can proactively take the right actions at the right time to secure or expand customer relationships, fostering long-term success.
Pricing:
Totango offers flexible pricing options to cater to different business needs. Annual contracts start at $249 per month. Additionally, there’s a free plan available for individuals or startups to explore the platform’s capabilities.
13. VCC Live: Empowering Seamless Customer Communication
VCC Live is a versatile cloud-based contact center software tailored to fit its clients’ unique needs. With a fully customizable platform and no user coding required, companies can easily manage their entire customer communication activities with ease. Trusted for over 20 years, VCC Live serves more than 400 clients worldwide, making it one of the most reliable contact center platforms available.
Top Feature:
VCC Live’s Salesforce integration revolutionizes contact center operations. Agents can make and receive calls directly within their CRM, ensuring complete synchronization of customer data with the full power of VCC Live’s contact center software. This integration facilitates numerous activities, including maximizing active talk time using the predictive dialer, routing customers to the appropriate handlers through automatic call distribution, and seamless caller transfers to other agents, all while staying within the Salesforce environment.
Pricing:
VCC Live offers flexible pricing options, starting at just €50 per user per month. Even at the entry-level pricing, users gain access to robust campaign management tools for both inbound and outbound call handling.
14. Calendly: Streamlined Appointment and Meeting Scheduling
Calendly is a powerful scheduling automation platform designed for business professionals who conduct meetings at scale. It simplifies the scheduling process by allowing users to set availability preferences and share them with clients, customers, or even family members for easy appointment booking.
With Calendly’s integration with Salesforce, users can experience enhanced efficiency and automation. Any scheduled or canceled meetings are automatically updated in their Salesforce account, ensuring seamless data synchronization. Moreover, users can conveniently track Salesforce activities directly from their Calendly account, utilizing various search filters like campaign, time period, and meeting type.
Top Features:
- Automatic Updates: Meetings scheduled or canceled via Calendly are automatically reflected in the Salesforce account, eliminating manual data entry and ensuring accuracy.
- Salesforce Tracking: Users can track Salesforce activities directly from Calendly, facilitating easy access to relevant information for analysis and decision-making.
Pricing:
Calendly offers both a free plan and paid plans starting from $8 per seat per month, catering to different business needs and budgets.
15. Slack: Streamlined Business Messaging for Enhanced Collaboration
Slack is a versatile business messaging app that offers teams a more efficient way to communicate and collaborate than traditional email. With easy access to colleagues both inside and outside the organization, teams can collaborate seamlessly, just as if they were in person.
Integrating Slack with Salesforce provides even more benefits, allowing teams to access all their Salesforce data right within Slack. This streamlined integration facilitates quick information sharing among team members. Additionally, setting up Slack notifications based on Salesforce activities enables real-time alerts and prompt actions.
Top Feature:
A standout feature of Slack’s Salesforce integration is custom notifications. These notifications promptly alert you when specific activities occur in Salesforce, empowering you to take action faster and maintain momentum in the sales cycle.
Pricing:
Slack offers various pricing plans, including a free plan to get started. This allows businesses to explore the app’s capabilities without any initial cost.
Summary:
Salesforce integration is the process of connecting Salesforce with other applications or systems to enable seamless data sharing and streamline business processes. It eliminates data silos, reduces manual data entry, and enhances collaboration among teams. The integration process involves defining requirements, choosing the integration method, establishing connections, mapping data fields, and testing the integration. Businesses can leverage Salesforce integration to achieve real-time visibility into customer data, automate tasks, and improve decision-making through comprehensive data analysis. Top Salesforce integrations include Salesloft, SPOTIO, Asana, LinkedIn Sales Navigator, and others, offering various features to enhance different aspects of business operations.
