Explore the Latest Business Insights

Uncover the Keys to Success with Popular CRM Trends, New Releases and AI Launches and More!

Download E-Guide

Register to read the complete guide as PDF on your email.

Download Customer Success Story

Register to read the complete solution and benefits of this Case Study as a PDF on your email.

10 Best Salesforce Integrations to Streamline Your Business Operations

May 17, 2023 eye-glyph 78

Table of Contents

    Salesforce is the world’s #1 customer relationship management software used by all sizes of businesses from small to mid-sized to Fortune 500 companies. It employs a suite of products like Marketing Cloud, Sales Cloud, Experience Cloud, and so on to answer the different needs of businesses. Although Salesforce offers great capabilities, it may not have everything you need, that’s where Salesforce integrations come to the rescue.

    Salesforce integration with third-party applications helps businesses to leverage features and capabilities that are not available in Salesforce alone.

    Here in this blog post, we will talk about the 10 best Salesforce integrations and how they can be used to support your business.

    Ready to learn more? Let’s get started.

    Why Should a Business Consider the Best Salesforce Integration?

    Salesforce is a platform that helps businesses to align themselves with customer needs and create a more personalized experience for them. How it could leave its customers in the lurch when they want to connect it with other applications to satisfy their needs. The Salesforce Platform can be easily integrated with a wide range of third-party applications to help businesses improve their business process to do wonders in delivering positive customer experience.

    The essential components required to ensure the successful integration of Salesforce are the Salesforce platform, integration APIs, and third-party applications.

    Salesforce integration benefits

    Integrations with Salesforce can provide businesses with a multitude of benefits:

    1. Ability to Access Data From Multiple Sources

    The biggest benefit of Salesforce integration is that it enables businesses to access data from multiple sources. For example, a business can integrate Salesforce with its accounting software, allowing them to sync customer information alongside other financial data in one single place. The business can access data from multiple sources with integrations to optimize their operations.

    2. Automation of Manual Processes

    You can integrate Salesforce with the third-party applications your business uses to automate manual processes. For example, a business can consider integrating Salesforce with its online store, allowing them to bring automation in its business processes like tracking customer interaction, creating customer orders, processing invoices, and so on.

    3. Better Understanding of Customer Needs

    Salesforce integration can help businesses to consolidate data from multiple sources. Easy access to all the information from multiple sources in a single platform will help in improved business processes and employee productivity. For example; businesses can consider integrating Salesforce with customer feedback tools like Survey Monkey. This integration will make it easy for businesses to access customer feedback on the intuitive Salesforce platform. This feedback then can be analyzed to make improvements to help businesses better serve their customers.

    Salesforce Integration Partners

    4. Access to More Powerful Analytical Tools

    The integration of Salesforce with other applications can provide businesses with improved access to powerful analytical tools. For example, a business can integrate Salesforce with business intelligence tools like Tableau or PowerBI. These tools will make it easier for businesses to visualize customer data to improve decision-making.

    10 Best Salesforce Integrations

    Here we have compiled a Salesforce integrations list that every business should consider:

    1. Facebook And Salesforce Integration

    Facebook is one of the largest social media platforms in the world with a community of more than 2.7 billion monthly active users in over 150 countries. This makes Facebook one of the most appealing platforms for businesses to reach new customers globally and engage with existing customers.

    Facebook salesforce integration

    You can integrate Facebook with the Salesforce platform to leverage the data from both platforms. This integration will enable businesses to gain valuable insights into the customer’s behavior, preferences, and interest to create more targeted Facebook ad campaigns. With the help of Salesforce Service Cloud, you can keep track of customer queries on Facebook to improve customer satisfaction.

    2. Mailchimp And Salesforce Integration

    Mailchimp is one of the highly popular email marketing platforms that enable businesses to automate and manage their email marketing campaigns with ease. The platform employs the drag-and-drop email editor to help businesses create visually appealing email campaigns to attract the attention of customers.

    Salesforce Mailchimp Integration

    The Mailchimp and Salesforce integration can be a major cost-efficient component of your business. It is an integrated business environment that helps you in establishing and maintaining a consistent connection with your clients for communication.

    The integration of Mailchimp with Salesforce will enhance the business’s capabilities of synchronizing the data seamlessly between these two platforms. With MailChimp businesses can automate and manage their email campaigns to drive results from it. With the help of Salesforce, you can access customer data from multiple sources in a single place to find potential customers to target and deliver personalized experiences. Furthermore, Mailchimp can automate manual email marketing processes to help businesses save time and resources.

    3. Marketo And Salesforce Integrations

    Marketo is yet another best Salesforce integration. It is Marketing Automation that helps businesses to automate their marketing activities such as email marketing, lead management, and analytics.

    Marketo Integration With Salesforce

    Marketo offers native integration capabilities with the Salesforce platform and facilitates two-way data synching with platforms. The integration of Marketo with Salesforce enables businesses to streamline their marketing and sales processes. The powerful automation capabilities of Marketo coupled with Salesforce will lead businesses to enhance customer engagement and conversion rates.

    4. Twilio And Salesforce Integration

    Twilio is a globally renowned cloud communication platform that enables businesses to programmatically make & receive phone calls, and send & receive text messages.

    Salesforce Twilio Integration

    The integration of Twilio with Salesforce will help businesses to reap several benefits. With Twilio, businesses can send automated messages to customers such as appointment reminders. Furthermore, businesses can make use of the programmatic APIs offered by Twilio to communicate with customers over messages, voice calls, or social media platforms. The integration will enable Twilio to pull customer data from Salesforce that can be used to deliver personalized experiences.

    5. HubSpot And Salesforce Integration

    HubSpot is one the leading customer relationship management software that helps companies attract, engage and delight their customers with the best experience.

    Salesforce Hubspot integration

    The integration of HubSpot with Salesforce will enable the business to get a holistic view of their customer from both platforms. This will make it easier for you to deploy personalized and targeted experiences for their customers that will drive value. The integration will also help businesses to extend the automation capabilities of the Salesforce platform. The improved alignment between the sales and marketing teams will enable you to create a unified experience for customers at every touchpoint and more accurate reporting.

    The integration of HubSpot with Salesforce requires no-technical expertise. Furthermore, the bi-directional sync of data assures that data is automatically synchronized from one platform to another.

    6. QuickBooks And Salesforce Integration

    QuickBooks is an accounting software that is built to help small and medium-sized businesses to manage their finances. The platform employs features such as invoicing, payroll management, automated payment processing, and so on.

    Salesforce Quickbooks integration

    QuickBooks offers seamless integration with the Salesforce platform. The integration of these will result in eliminating the need for manual data entry. It will automate the entry of financial data to help businesses create faster and more accurate financial reporting. The businesses will be able to reap real-time insights into financial performance to identify the areas of improvement.

    The accounting software will share the resource with your CRM to help you in keeping track of sales and accounting. It will also provide you with data including customer information, invoicing, expenses, and the sales orders that are drafted in your system.

    7. Pardot and Salesforce Integration

    Pardot is one of the highly reliable marketing automation platforms that help businesses with their lead generation, nurturing customer relationships, email automation, targeted email campaigns, and so on.

    Salesforce pardot integration

    With Salesforce Connector for Pardot, Pardot can be integrated with Salesforce. This integration will help businesses with streamlining their marketing efforts, and increase sales. It keeps the sales, marketing, and service team together to share a unified view of the customer. Additionally, businesses can leverage Pardot’s marketing automation capabilities to automate tasks. Such as lead scoring and segmentation, which can help them target the right leads and close more leads. Customer segmentation helps businesses create targeted marketing campaigns that bring improved customer engagement and value to the business.

    8. SurveyMonkey And Salesforce Integration

    SurveyMonkey is an online survey platform that is used by businesses to collect feedback from customers, employees, and other stakeholders to improve business processes. It offers a suite of tools to help businesses create surveys, analysis of results, and export the data to be used anywhere you want.

    salesforce surveymoney integration

    Integrating Salesforce with Survey Monkey can help businesses collect and analyze customer feedback more efficiently. By combining the two platforms, businesses can automate the process of analyzing customer feedback and quickly identify areas of improvement. This can help businesses to better understand their customers, improve their products & services, and ultimately increase sales.

    The integration of Salesforce with SurveyMonkey can help businesses to create surveys that can be sent to customers, track responses, and analyze the results in Salesforce. All the data related to the survey across all the channels can be easily accessed from a single place. This integration will be very beneficial to the business to anticipate customer needs, interests, and a variety of other required information. It will create the best experience for their customers. Furthermore, the integration of SurveyMonkey and Salesforce can bring automation to the process of survey data collection and analysis to boost businesses’ decision-making power.

    9. Slack And Salesforce Integration

    Slack is a cloud-based collaboration tool that facilitates smooth collaboration and conversations between team members. The platform is powered by generative AI to help businesses to automate their routine tasks. Slack offers a host of features such as chat messages, file sharing, audio & video calls, message archives, and tasks management tools. It is highly capable to be used by all sizes of teams.

    Salesforce Slack Integration

    The integration of Slack with Salesforce enables the business to improve communication and collaboration in real-time between the team. The integration will also ensure easy access to all customer information in Slack, so support agents can efficiently manage and solve their issues.

    The Slack and Salesforce CRM integration services provided by salesforce implementation experts can also help in streamlining workflows. Along with the seamless functionalities of communication provided to you by Slack, it can also help you in building a collaborative environment in which your company can work and make consistent progress at its own pace.

    10. Mulesoft And Salesforce

    Mulesoft is an enterprise application platform that enables businesses to quickly and securely connect inside and outside of Salesforce environments.

    Mulesoft Salesforce

    In essence, MuleSoft allows you to instantly connect all the platforms that your enterprise relies on and provide you with a unified and singular environment that makes it easier for you to manage time and look after your task & data. Mulesoft serves as a unified platform for data integration, API management, and application development.

    The integration of Salesforce with Mulesoft will enable businesses to leverage the capabilities of both of these platforms. The ease of integration unblocked with Mulesoft enables businesses to meet the shifting market needs. Furthermore, the integration will enable businesses to create custom APIs that can be used to automate various processes.

    salesforce crm and best integrations

    Final Take

    Salesforce Integration is one of the best practices to help businesses extend the capabilities of the Salesforce platform. Nevertheless, Salesforce integration is a challenging process, it involves a range of challenges. Starting from data synchronization issues to compatibility between two applications, security concerns make the integration process complex. A deep understanding of the third-party applications and Salesforce platform are required to ensure successful integrations.

    As a Salesforce Crest (Gold) Consulting Partner, Cyntexa brings together the skills of more than 300 Salesforce experts to turn any challenge into a reward system that drives business success. Let’s connect with us to learn how we can successfully integrate Salesforce with your desired third-party applications.

    Frequently Asked Questions

    Salesforce integration refers to the process of connecting Salesforce with other applications and services. The main motivation behind the integration is that it enables businesses to extend the capabilities of the Salesforce platform to meet unique business needs.

    The salesforce integration process consists of steps like mapping the field between the salesforce and third-party system, configuring authentication, and setting up the required data transfer protocols.

    Salesforce offers integrations for different types of solutions including web-based, cloud, and on-premises solutions.

    One of the biggest obstacles to Salesforce integration is compatibility. Compatibility-related issues are rising due to a variety of reasons like data format, authentication protocols, and security protocols. Additionally, the issue can also appear due to non-compliance between the versions of Salesforce and third-party.

    digital experiences