We are excited to announce that we will be adding lots of Salesforce integrations in 2023! To kick things off, we’re going to tell you all about the integrations we will be offering, plus give you a list of our favorite integrations to use with Salesforce.
Linking Salesforce with your other external services is a no-brainer because we know sales and marketing people like the freedom to pick their own preferred tools.
This article will give you a detailed overview of different Salesforce integrations, including what they do, how they integrate with Salesforce, and why your sales and marketing team needs them. Read on or jump to the sections that strike your fancy:
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And it is not reserved just for enterprise sales! According to the Revenue Marketing Report 2022, where 300 sales and marketing professionals based in the US were surveyed, a whopping 49% of the respondents reported that they use Salesforce:
Salesforce is a powerful tool. It offers some pretty impressive features for businesses like the Salesforce Commerce Cloud, Salesforce Connect, Salesforce Trailhead, Salesforce AppExchange, and the Salesforce Service Cloud.
And it gets even more powerful if you use integration solutions and Salesforce apps.So, let’s talk about how you can use external applications that integrates with to further your Salesforce workflows.
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Integrations create a connection between one system or database to another, so Salesforce integrations act as a connector for Salesforce and any external services you might use. There are many, many methods of integration such as bidirectional sync, API integrations, and event-driven integration. We’ll be touching on as many as we can in this article.
You can connect Salesforce with Google Workspace, Slack, LinkedIn, and countless other applications that you likely use every day. But don’t just take it from us; check out Salesforce’s information on their integrations.
Salesforce’s Mulesoft Composer, part of the Mulesoft Anypoint Platform, enables connections across channels, platforms, and internal departments with API-led integration. With integration templates, legacy system integration, and programmatic tools, Mulesoft Composer is an excellent connector for Salesforce.
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Salesforce AppExchange is a marketplace with ready-to-install apps, consultants, and salutations that you can use to connect your digital services with Salesforce. This integration strategy uses complex logic and programmatic tools to ensure that your workflows are as efficient as possible.
Salesforce Labs is a platform that you can use to find countless business applications ready to sync with Salesforce using AppExchange. Salesforce Labs is constantly updating and regularly releases new applications.
Integrations are essential to help you decrease your manual workload and connect your most-used apps together to improve your workflow. Still, even we will admit that integrations can be complicated to understand sometimes.
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With so many integration solutions, it can get confusing. Before we get into recommending specific Salesforce app integrations, let’s make sure we’re on the same page about integrations in the big picture.
Just know that no matter which integration solution you choose, you’ll find that integrated experiences will change the way you work on a daily basis.
And don’t worry if those integration strategies above sounded complicated to you, you’re going to love how easy our App connector is to use.
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There are many integration tools and apps that can act as a connector for Salesforce. Sure, we’re a little biased, but we do think our platform is one of the best for sales and marketing integrations out there. After all, is the only data integration tool designed for sales-marketing integrations.
However, there are several other great Salesforce integrations out there as well. So, let’s first take a look at the ones offers and then a number of other useful integrations.
The simplest and most useful integration you will set up is between your web forms and Salesforce. Such integration will automatically sync contacts from form submissions to your CRM, along with key fields, and record the form submission on the contact profile. This saves time you would otherwise spend on managing contact data (read: exporting-importing lists) and gives useful context to your sales reps, right in the CRM.
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Integrating with Salesforce can be a huge boost for your sales and marketing team and make working with Salesforce and more efficient.
As the largest professional online network, LinkedIn is free for anyone to use. If you’re not already using LinkedIn for your personal or business use, it’s probably time to start.
LinkedIn is the perfect place to create connections, post ads for your business, or create B2B content for industry peers. Plus, LinkedIn offers excellent paid advertising options that are easy to use and track.
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LinkedIn’s networking abilities are one of their most crucial features. If you want to become an industry expert on any topic or engage with people in your industry, LinkedIn is the place to start.
LinkedIn and Salesforce can be integrated through native integration, third-party integration, or API integration. And coming soon, you will be able to connect Salesforce and LinkedIn Ads through our App connector.
One of the most popular use cases for connecting the two platforms is making sure that your LinkedIn Sales Navigator and Salesforce data are in sync. This gives your sales reps a seamless prospecting experience (if they use Sales Navigator already) and records relevant communications for the contacts in Salesforce.
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Plus, your sales team will receive “suggested leads” that combine information from Salesforce and LinkedIn to help improve their lead prospecting and efficiently identify your ideal customers.
We all hate the monotonous back and forth of setting up meetings, going back and forth via email or Slack to find a time that works for both parties.
With Calendly, you can create a schedule for yourself of your availability, and Calendly will create a shareable link that co-workers or clients can use to schedule a time that works for you both.
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This is a major time saver for busy professionals and eliminates needless back-and-forth emails when scheduling, rescheduling, or canceling meetings. Calendly does it all. They even send out reminders and create an embed for your website.
Like the other integrations on this list, integrating Calendly with Salesforce will save you time and money by decreasing your manual entry workload. When a new prospect books an appointment on your Calendly, the contact will be created in Salesforce automatically. If the contact already exists, no duplicate records will be created.
Additionally, whenever meetings is scheduled in Calendly, the event is recorded in Salesforce. You will then always be able to see past and upcoming Calendly events in Salesforce, and customize your flow to sync your leads, contacts, and opportunities automatically.
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The first option you have here is the native integration offered. Installing Calendly native integration is straightforward but once installed it’s confusing where to edit things.
Essentially, there is a thing called “Flows” in Salesforce which allows you to tailor the entire workflow. This makes it very powerful, but also very complex and confusing unless you’re a Salesforce expert.
The workaround to this complexity? ’s upcoming Salesforce-Calendly integration will make the setup super easy, as it’s designed for keeping key data in sync between sales and marketing tools.
Cloud Application Platform
HubSpot Sales Hub is a big player in the CRM industry. Their Sales CRM enables your sales team to gain insights that can ultimately help them turn marketing leads into sales.If you’re considering using HubSpot for your CRM, they have a great onboarding process, including tons of training videos through their HubSpot Academy.
But there is no competing with HubSpot when it comes to marketing: their Marketing Hub is a clear market leader. HubSpot Marketing can help your team organize a complete inbound marketing campaign that increases traffic and identifies more leads.
Syncing HubSpot Marketing and Salesforce creates a strong integration between your marketing communications and sales assets. This means you can easily transfer data between the two without entering information into both manually.
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A Salesforce-Hubspot bi-directional sync enables all changes and updates in one system to be automatically sent to the other. Plus, you can send information like lead data, lead scores, and more from Hubspot to Salesforce.
DocuSign is the best electronic signature integration for Salesforce out there. With DocuSign, you can easily automate your entire electronic signature process.
Using DocuSign to send, save, and sign your documents is a huge time saver for teams that send and receive documents regularly. And DocuSign isn’t a one-trick pony, either.
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They offer other services, including contract lifecycle management, enabling your marketing and sales teams to automate their contract workflow. And, you gain access to critical contract analytics that your sales and marketing team can use when creating documents in the future.
This integration can help your team send, track, and save documents more efficiently by connecting DocuSign and Salesforce. To activate it, simply turn on the Salesforce integration option inside of DocuSign with their one-click integration.
Once this integration is activated, you can run your electronic signature workflows from Salesforce and create documents with your Salesforce contacts. You can also take payments from partners and customers during the signing process and store their information in your Salesforce system.
The Best Salesforce Integrations For Sales And Marketing Teams
Woopra is one of the lesser-known tools in this list of sales and marketing giants, but we think that it can be an invaluable asset for your team.
This analytics platform leverages
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