More than 150,000 businesses and organizations across the world use Salesforce to power their sales, marketing and customer service efforts. While the platform is robust on its own, Salesforce integrations with other platforms can make it even more effective.
Once you’ve chosen the best Salesforce integrations for your business, start making use of all your Salesforce data by presenting it in a professional, visually engaging way with Venngage.
Let’s first explore some of the most beneficial Salesforce integrations for businesses.
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1. MuleSoft Salesforce integration
MuleSoft Salesforce integrations help organizations deliver smooth customer experiences across channels, including letting them integrate enterprise resource planning (ERP), point of sale systems (POS) and even legacy systems to ensure no data goes to waste.
MuleSoft’s Anypoint Platform helps organizations sync up their data and automate communications between systems, which saves time and eliminates the risk of human error. MuleSoft empowers dozens of potential integrations between Salesforce and other systems.
Best for: Large organizations with many systems or small organizations with outdated legacy systems
2. Outlook Salesforce integration
Connecting your organization’s Outlook email client with Salesforce lets users access Salesforce records directly from Outlook. Potential integrations include syncing contacts, events and tasks between Outlook and Salesforce, adding email records to Salesforce data and creating Salesforce records within Outlook.
In addition to saving resources by streamlining processes, adding Outlook data directly to Salesforce can also empower analysis that may not have previously been available, as it combines two main methods of connecting with users and customers.
Best for: Companies that manually input Outlook data into Salesforce
3. HubSpot Salesforce integration
While HubSpot and Salesforce are both CRM platforms, HubSpot’s major strength is in marketing. Enabling HubSpot Salesforce integrations can combine Hubspot’s marketing and content data with Salesforce’s sales and lead data.
Sync data between the systems so that your sales team and marketing team are working off the same set of information.
Best for: Small organizations, startups, separate sales and marketing teams
4. SAP Salesforce integration
SAP is one of the world leaders when it comes to enterprise resource planning (ERP), and combining the power of SAP with Salesforce can enable effective automation and streamline processes.
Companies can sync product lists between SAP and Salesforce, push data from Salesforce to SAP for invoicing automation and act quickly to capitalize on business intelligence.
Best for: Large organizations
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5. Mailchimp Salesforce integration
Thousands of organizations around the world use Mailchimp to manage their email marketing and sales campaigns. Integrating Mailchimp and Salesforce enables the two programs to sync their data.
Mailchimp Salesforce integrations can allow organizations to transmit contacts and sales leads to Mailchimp, which creates opportunities for targeted email content, while Mailchimp can automatically generate Salesforce leads from subscriber data.
Best for: Email marketing at organizations of all sizes
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6. Gmail Salesforce integration
Integrating Salesforce with Gmail ensures that these two everyday-use programs are able to speak to each other. Organizations can get a productivity boost and ensure data remains aligned across the two systems.
View, analyze and edit Salesforce data inside Gmail, including creating Salesforce records, and ensuring Gmail messages are logged into Salesforce.
Best for: Productivity and process optimization at organizations of all sizes
7. Zendesk Salesforce integration
Sync customer support data from Zendesk with sales and lead data from Salesforce with Zendesk Salesforce integrations to empower your help desk and support teams to solve customers’ issues.
Possible integrations include pulling in all data from Salesforce so help desk team members can see this information while they assist customers, updating help desk tickets in Salesforce and analyzing support ticket data.
Best for: Organizations with help desks or tech support
8. Slack Salesforce integration
Slack is the go-to messaging platform for thousands of organizations across the globe, and integrating Slack with Salesforce can provide important context for that communication. Slack Salesforce integrations include customized notifications and even a Salesforce for Slack app.
Possible integrations include Salesforce records search within Slack, sharing Salesforce data with colleagues via Slack and quickly adding Salesforce data to a conversation in Slack.
Best for: Messaging
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9. Marketo Salesforce integration
Popular marketing automation platform Marketo can be integrated with Salesforce to keep data constantly synced between the two programs, making it ideal for companies that use Salesforce for sales and lead data and Marketo for marketing.
Data like leads, contacts, users, activities and more can be synced between the two platforms, and syncing is done throughout the day so changes made to one system are soon visible in the other.
Best for: Sales and marketing
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10. WordPress Salesforce integration
With millions of websites powered by WordPress, managing lead and customer activity online means combining WordPress and Salesforce. WordPress and Salesforce integrations power automation and streamline processes.
Potential efficiencies include automating lead records in Salesforce from WordPress forms, creating advanced forms and syncing payment data with Salesforce records.
Best for: Syncing website visitor data
11. QuickBooks Salesforce integration
Companies that use QuickBooks for their accounting processes can gain efficiencies and even get paid faster by using QuickBooks Salesforce integrations.
Possible efficiencies include automating the estimate-to-sales-to-finished job pipeline, automating customer payment reminders and syncing payment data across QuickBooks and Salesforce.
Best for: Accounting
12. DocuSign Salesforce integration
An active sales team can’t afford to be held up by slow document signing, which is why companies that use DocuSign for getting contracts, proposals and agreements approved should consider integrating the platform with Salesforce.
DocuSign Salesforce integrations enable users to send, sign and track Salesforce proposals and agreements on the go, and real-time updates ensure your sales team always has the most recent information available.
Best for: Document and contract tracking
13. ActiveCampaign Salesforce integration
ActiveCampaign is a popular customer experience platform for small businesses, and by combining it with Salesforce, companies can create personalized customer experiences that turn leads into brand loyalists.
Possible integrations include automated contact follow-up prompts as well as smart customer tracking and segmentation to ensure each lead is filtered into the proper workflow.
Best for: Small to mid-sized businesses
14. Typeform Salesforce integration
Combine your organization’s Salesforce data with Typeform to enable robust automations within your Salesforce platform. Typeform is one of the most popular methods companies use to create webforms like surveys and contact fields.
Typeform Salesforce integrations allow organizations to automate the creation and updating of leads, opportunities, contacts and more. Customize the frequency of updates from every five minutes to once per day.
Best for: Webforms
15. Airtable Salesforce integration
Airtable is becoming increasingly popular among many businesses, and the database-spreadsheet mashup is an obviously excellent partner for Salesforce data. Users can create customized data pipelines between Airtable and Salesforce via integrations.
Integration between the two programs allows users to create, read, update and delete records, which enables them to develop automated workflows, depending on the types of data they’re using in each program.
Best for: Data sync and automation
Each of the platforms listed here are data integration tools, though how much use an organization will get out of it depends on the types of data they’re putting into each system.
Here’s a quick rundown of the types of data integration possible by combining Salesforce with these platforms:
- Accounting: QuickBooks
- Customer support: Zendesk, Active Campaign
- Email and communication: Outlook, Gmail, Slack, Mailchimp
- Forms and documents: Typeform, DocuSign, WordPress
- Marketing: HubSpot, Marketo
- Sales: SAP
- Various: MuleSoft, Airtable
Salesforce integrations FAQ
Do you have more questions about Salesforce integrations? We have answers.
What platforms can Salesforce integrate with?
Chances are, no matter what platforms your organization uses, there are Salesforce integrations available. The most popular include Slack, MuleSoft and Mailchimp.
How do I add integrations in Salesforce?
If you’re looking for a Salesforce integration for a platform not listed above, just Google “[platform name] + Salesforce,” and you’ll likely find a step-by-step how-to.
What is Salesforce to Salesforce integration?
Salesforce-to-Salesforce integration allows users to share data with another organization that also uses Salesforce, enabling records sharing between businesses and organizations.
In summary: Make sure the systems your business relies on can talk to each other by using Salesforce integrations
Given its massive global reach, there are virtually limitless ways you can integrate Salesforce with the systems you already use. Take advantage of that robust data by combining it with the processes and technology of other programs.
Salesforce integrations allow the company’s platform to interact with other systems, enabling sharing of important data to streamline sales and marketing, provide for data syncing and create a deeper understanding of customer behavior.
Take advantage of all the data you have on Salesforce: start using Salesforce integrations to ease your day-to-day business processes and improving stakeholders’ retention and engagement by creating data visualizations with Venngage.