The 10 best Salesforce integrations for sales reps in 2024
Buyer’s Guides
October 9, 2023
8
min
Salesforce can be integrated with hundreds of different business tools. However, this article focuses on the most useful Salesforce integrations for sales teams in particular, covering everything from contract management tools to lead enrichment and marketing automation platforms.
What is a Salesforce integration?
A Salesforce integration is a way of connecting the CRM with one or more business tools. Teams that integrate Salesforce with another business platform can move data seamlessly between the two tools and automate routine admin tasks like repetitive and manual data entry.
Salesforce has more than 2,500 integrations to date, making the tool one of the most connected and flexible CRMs on the market. But which Salesforce integrations are most useful for sales teams in 2024? Let's find out.
What are the best Salesforce integrations for sales teams?
1. Slack - best Salesforce integration for internal communication
Salesforce actually owns Slack, so you won't be surprised to know that the integration between the two tools works seamlessly. Slack's integration with Salesforce makes sharing and querying records easy, no matter which tool you're in.
What is Slack?
Slack is a team collaboration tool that provides a platform for real-time messaging, file sharing, and integration with other software tools. It's designed to support the way people naturally work together, so you can collaborate with people online as efficiently as you do face-to-face.
How does Slack integrate with Salesforce?
Slack's Salesforce integration allows you to share Salesforce records, leads, and opportunities directly into Slack channels or as direct messages. This makes it quick and easy to share data captured in Salesforce via Slack.
Benefits of the integration
The integration allows for seamless communication about Salesforce records within your team, without having to switch between platforms. It also allows for real-time updates, ensuring everyone on the team is on the same page. This can lead to improved collaboration, faster decision-making, and increased productivity.
User reviews
Slack allows us to integrate with Salesforce to query contact records and assign tasks directly from a Slack channel - Verified Slack user, G2 review
One of the primary uses I have for Slack is knowing when someone else in my company changes a Salesforce ticket or record. Slack sends me a handy notification to let me know I can get back to that task - Verified Slack user, G2 review
Alternative Salesforce integrations for internal communication
Other internal communication tools that integrate with Salesforce include Microsoft Teams and Chatter. These tools also offer features like direct messaging, group chats, and integration with other software tools.
2. Salesloft - best Salesforce integration for sales engagement
Despite the similarity in their names, Salesloft and Salesforce both offer value in different ways. Salesloft is used to actually engage with prospects. But Salesforce is used to capture records of these conversations. That's what makes them the perfect pairing.
What is Salesloft?
Salesloft is a sales engagement platform that provides a customer engagement platform for sales teams. It offers features like sales call tracking and sales pipeline management, among others.
How does Salesloft integrate with Salesforce?
The Salesloft integration with Salesforce allows teams to import contacts from Salesforce into Salesloft, where you can call, email and communicate with prospects.
The communication that happens in Salesloft is then recorded and pushed back into Salesforce, providing visibility into how a deal is progressing and what conversations are being had.
Benefits of the integration
The integration between Salesloft and Salesforce can help streamline your sales process by ensuring that all sales activities are automatically logged and updated in Salesforce. This can lead to improved data accuracy, better sales tracking, and ultimately, more effective sales strategies.
User reviews
The integration between Salesloft and our CMS, Salesforce, is easy to set up and integrates smoothly -Verified Salesloft user, G2 review
Alternative Salesforce integrations for sales engagement
Other sales engagement tools that integrate with Salesforce include Outreach and Yesware. These tools also offer features like sales activity tracking, email tracking, and automated sales workflows.
3. Chili Piper - best Salesforce integration for scheduling
Chili Piper's integration with Salesforce makes getting demos and meetings booked easier than ever before. Definitely worthy of a spot on the list of the ten best integrations if you ask us.
What is Chili Piper?
Chili Piper is a scheduling software that helps businesses automate their appointment scheduling process. It provides features like instant booking, smart assignment rules, and seamless calendar integration.
How does Chili Piper integrate with Salesforce?
Chili Piper integrates natively with Salesforce, allowing reps to schedule meetings in one click without ever leaving Salesforce.
Every meeting booked by Chili Piper is automatically logged and tracked as an event in Salesforce. Things like no-shows and cancellations are also logged in Salesforce.
Benefits of the integration
The integration between Chili Piper and Salesforce can help streamline your appointment scheduling process by ensuring that all meetings are automatically logged and updated in Salesforce. This can lead to improved data accuracy, better meeting tracking, and ultimately, more effective scheduling strategies.
User reviews
I absolutely love the fact that Chili Piper integrates seamlessly with Salesforce. It makes it so much more convenient to schedule appointments for clients, regardless of their location or time zone - Verified Chili Piper user, G2 review
I love that we can have multiple queues/round robins, that we can set queue criteria based on Salesforce data and that Chili Piper automatically creates and updates calendar events in Google and Salesforce - Verified Chili Piper user, Capterra review
Alternative Salesforce integrations for calendar management
Other calendar management tools that integrate with Salesforce include Calendly and ScheduleOnce. These tools also offer features like automatic meeting logging, smart assignment rules, and seamless calendar integration.
4. Juro - best Salesforce integration for contract management
Want to close deals faster? Of course you do. Juro's all-in-one contract management platform integrates seamlessly to make getting the process of creating, negotiating, signing and managing sales contracts much quicker and easier.
What is Juro?
Juro is an all-in-one contract management software that enables your team to create, execute and manage contracts up to ten times faster than traditional tools. Juro users can automate the contract creation process, negotiate contracts within their browser, and track them within the platform.
How does Juro integrate with Salesforce?
Juro's integration with Salesforce works in a few main ways.
The integration also syncs data between the two platforms in real time. This means that any changes made to a contract by legal are instantly reflected in Salesforce.
Benefits of the integration
The biggest benefit of Juro's Salesforce integration is that it enables sales reps to self-serve on contracts rather than waiting for legal to draft them. With the integration, sales teams can generate watertight contracts in the CRM in just a few clicks.
This means that sales teams can move faster on deals, rather than being blocked by legal. Juro puts safeguards in place for legal teams so they can keep control of contracts without slowing down sales cycles.
User reviews
Want to know what businesses already connecting Juro with Salesforce think about the integration? Here are some quotes from individuals about how the integration has transformed their sales process:
Sometimes corporations prefer to work with PDFs, but we can upload those PDFs into Juro, and Juro automatically updates the status, makes the PDF trackable, and uploads the final version into Salesforce - Doug Moring, COO, Expo Pass
It takes the sales team four clicks to generate and approve a contract in Juro. There’s less manual work, less admin, and we’re saving 25 minutes per contract - Callum Hamlett, Senior Revenue Ops Analyst, Paddle
You can read about their experience of Juro's Salesforce integration in these case studies:
5. HubSpot - best Salesforce integration for lead management
Looking for a way to bridge your marketing and sales process? Salesforce's integration with HubSpot is a great approach. It makes the transition from leads to opportunities seamless.
What is HubSpot?
HubSpot is a comprehensive marketing, sales, and service platform that helps businesses attract, engage, and delight customers. It offers tools for social media management, content management, web analytics, landing pages, customer support, and SEO, among others.
How does HubSpot integrate with Salesforce?
HubSpot integrates with Salesforce to ensure seamless data sharing between the two platforms. With the integration, a new event is captured in Salesforce whenever a meeting is booked through HubSpot, with this data transferring quickly and accurately. It’s also useful for routing and distributing new leads to sales reps.
Benefits of the integration
Integrating HubSpot with Salesforce can enable better collaboration between sales and marketing teams. The integration also ensures that any relevant data is made accessible to reps throughout the sales process. It helps with data accuracy, real-time lead tracking, and better informed sales strategies.
User reviews
The integration with Salesforce connects with Hubspot's reporting, which is pretty convenient and something our previous tool wouldn't provide - Verified HubSpot user, G2 review
The integration with Salesforce and Outreach provides valuable insights into how users are engaging with our sales team - Verified HubSpot user, G2 review
Alternative Salesforce integrations for lead management
Other lead management tools that integrate with Salesforce include Marketo, Pardot, and Zoho CRM. These tools also offer features like lead tracking, lead scoring, and automated marketing workflows.
6. ZoomInfo - best Salesforce integration for lead enrichment
Lead enrichment tools are a must-have for sales reps. They help sales teams to source prospects' data quickly and efficiently. Salesforce's integration with ZoomInfo means that this enriched data is passed into the CRM and ready to use.
What is ZoomInfo?
ZoomInfo is a leading market intelligence tool that provides access to accurate and actionable contact and business information, including business profiles, email addresses, direct dials, and more. It helps sales, marketing, and recruiting professionals reach the right people and companies faster.
How does ZoomInfo integrate with Salesforce?
ZoomInfo integrates with Salesforce to provide enriched business profiles directly within your Salesforce instance.
With the integration, you can import ZoomInfo's vast B2B data into your Salesforce accounts, leads, and contacts. You can also export Salesforce records to ZoomInfo for enrichment and analysis.
Benefits of the integration
The integration between ZoomInfo and Salesforce can help you enrich your contact and account data, improve your targeting, and ultimately, drive more successful sales and marketing campaigns. It also allows you to keep your data clean and up-to-date, reducing the time spent searching for contact details.
User reviews
The Salesforce integration is great, as well. We've been in contact with people we haven't had access to before. The sales team uses ZoomInfo as part of their daily routines - Verified ZoomInfo user, Trustradius review
I regularly use Zoominfo to identify contact information and generate alerts for buyers who match my ideal customer profile, and then directly import companies and contacts into Salesforce - Verified ZoomInfo user, Trustradius review
Alternative Salesforce integrations for lead enrichment
Other lead enrichment tools that integrate with Salesforce include Clearbit and DiscoverOrg. These tools also offer features like data enrichment, lead scoring, and sales intelligence.
7. DocuSign - best Salesforce integration for electronic signing
We've already touched on the best Salesforce integration for contract management. But what if you just want to sign your documents and nothing else? Well, DocuSign's integration with Salesforce could be a good fit.
What is DocuSign?
DocuSign is a leading electronic signature solution that allows businesses to prepare, sign and manage agreements online. It provides a secure and efficient way to sign and manage documents from anywhere, at any time, on a variety of devices.
How does DocuSign integrate with Salesforce?
DocuSign's Salesforce integration enables teams to send, manage and sign documents without leaving the Salesforce platform. This means that sales reps can both sign and send contracts out for signing from within the CRM.
Benefits of the integration
Like Juro's integration with Salesforce, DocuSign's Salesforce integration can reduce the manual admin work typically associated with contract signing. The integration also removes friction by enabling teams to stay in the CRM rather than switching back and forth between different tools. This is perfect for teams that need to save time and resource but manage documents at scale.
User reviews
I have used DocuSign to integrate with Salesforce. It helps Salesforce users to sign, send and track agreements, and it is a cloud-based tool so documents can be followed any time and from anywhere - Verified DocuSign user, G2 review
It isn't always the easiest to use or as simple as other eSign software. Because of the integration with Salesforce, I rarely use the actual dashboard - Verified DocuSign user, G2 review
Alternative Salesforce integrations for eSigning
Other electronic signature tools that integrate with Salesforce include Adobe Sign and HelloSign. You can compare these alternatives in more detail in this guide to the best DocuSign alternatives.
8. Mailchimp - best Salesforce integration for email marketing
Email marketing plays an important role in lead nurturing and followups - both of which encourage sales. That's why it makes sense to integrate Salesforce with an email marketing solution like Mailchimp.
What is Mailchimp?
Mailchimp is a leading marketing automation platform and an email marketing service. It provides tools for designing and sharing email campaigns, managing subscribers, and tracking campaign performance.
How does Mailchimp integrate with Salesforce?
Mailchimp integrates with Salesforce to sync subscribers and leads across the two platform. The integration enables you to manage your contacts, view campaign stats, and more, directly in Salesforce. This gives your sales reps a better understanding of how their leads are engaging with marketing.
Benefits of the integration
The integration between Mailchimp and Salesforce can help streamline your email marketing process by ensuring that all relevant data is automatically shared between the two platforms.
This promotes greater collaboration between sales and marketing teams as well as providing rich data insights that can help sales reps close deals faster and more effectively.
User reviews
We've benefited significantly from being able to integrate Mailchimp, specifically with Salesforce and Microsoft Outlook. It's been easy to use and effective - Verified Mailchimp user, Trustradius review
The initial integration with Salesforce was difficult, but it has made our work much easier in the long run. Measurement is much easier and more accurate - Verified Mailchimp user, G2 review
Alternative Salesforce integrations for email marketing
Other email marketing tools that integrate with Salesforce include Constant Contact, Campaign Monitor, and SendinBlue. These tools also offer features like email campaign management, subscriber tracking, and marketing automation.
9. Gong - best Salesforce integration for revenue intelligence
Sales reps are big on self-reflection and development. Gong's sales and revenue intelligence platform offers a wealth of data into what's working for a sales cycle - and what's not. By integrating Gong with Salesforce, you can access this data within the CRM.
What is Gong?
Gong is a powerful sales intelligence and engagement platform that helps companies close more deals, faster.
The tool is designed to automatically capture and analyze customer interactions (phone calls, emails, chat, social media, and meetings), giving your sales reps the opportunity to reflect on what's working, improve their performance, and capture more revenue.
How does Gong integrate with Salesforce?
The integration of Gong with Salesforce allows companies to create a centralized repository of customer interactions that can be searched and accessed by all members of the team and serves as the central inputs for Gong's intelligence capabilities.
The integration between the two tools is bi-directional. This basically means that data can flow from Gong into Salesforce, and from Salesforce into Gong. This allows companies to take advantage of the best features of both platforms and get the most out of their investment.
Benefits of the integration
Gong's integration with Salesforce can be used to better inform sales strategies since it provides comprehensive insights into customer interactions, helping sales reps to reflect on, improve and develop their approach without having to jump back and forth between tools continuously.
User reviews
[Gong] pairs well with Salesforce to really understand the process of your prospects and customers before during and after the sale - Verified Gong user, G2 review
Sometimes there is a delay between Salesforce and Gong for calls to be uploaded, typically with longer calls. Honestly, it's such a small issue though that it is barely a dislike at all - Verified Gong user, G2 review
Alternative Salesforce integrations for revenue intelligence
Other revenue intelligence tools that integrate with Salesforce include Clari, InsightSquared, and Chorus.ai. These tools also offer features like sales activity tracking, sales forecasting, and revenue analytics.
10. Cognism - best Salesforce integration for sales prospecting
What is Cognism?
Cognism is one of the best platforms for sales prospecting in EMEA, NAM, and APAC markets. It allows SDRs to build targeted lists and push them to your CRM or engagement tool. It provides CCPA and GDPR-compliant B2B emails and manually verified cell phone numbers and helps prioritize opportunities by providing intent data.
How does Cognism integrate with Salesforce?
Cognism has a two-way integration with Salesforce. It means you can export contacts in bulk from the Cognism Web App into your Salesforce and import your Salesforce data to Cognism to access search filters specific to your Salesforce CRM. It allows you to filter out prospects that may already exist in your Salesforce and generate lead and account lists in target verticals faster.
The Cognism browser extension also works over Salesforce, so you don’t have to leave Salesforce to enrich records. Just open the extension and export up-to-date contact data.
Benefits of the integration
Thanks to seamlessly integrating into your workflows, Cognism speeds up prospecting and increases your teams' efficiency. Additionally, various Salesforce CRM enrichment features allow you to set up enrichment jobs to get accurate contact data into Salesforce. Unlike some other providers, Cognism does not use this data to enrich its database.
Alternative Salesforce integrations for sales prospecting
Other sales prospecting tools that integrate with Salesforce include Kaspr.
Which Salesforce integrations are best for your sales team?
It's important to note that you can only integrate Salesforce with other tools that you have licenses for or access to. For example, you wouldn't be able to integrate Salesforce with Gong if you didn't have a Gong account and license too.
This means that you should be asking yourself what software your sales team would benefit from more broadly when comparing Salesforce integrations.
If your internal communications about deals could do with some work, maybe you should make Slack a priority. If you want to automate email marketing, maybe you should adopt a tool like HubSpot or Mailchimp.
If it's your sales contract process that's causing friction and slowing the sales cycle, it might be a contract management solution like Juro that moves the needle.
To find out more about Juro's integration with Salesforce and how it empowers sales reps to speed up sales cycles, fill in the form below for a personalized demo.
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Salesforce can be integrated with hundreds of different business tools. However, this article focuses on the most useful Salesforce integrations for sales teams in particular, covering everything from contract management tools to lead enrichment and marketing automation platforms.
What is a Salesforce integration?
A Salesforce integration is a way of connecting the CRM with one or more business tools. Teams that integrate Salesforce with another business platform can move data seamlessly between the two tools and automate routine admin tasks like repetitive and manual data entry.
Salesforce has more than 2,500 integrations to date, making the tool one of the most connected and flexible CRMs on the market. But which Salesforce integrations are most useful for sales teams in 2024? Let's find out.
What are the best Salesforce integrations for sales teams?
1. Slack - best Salesforce integration for internal communication
Salesforce actually owns Slack, so you won't be surprised to know that the integration between the two tools works seamlessly. Slack's integration with Salesforce makes sharing and querying records easy, no matter which tool you're in.
What is Slack?
Slack is a team collaboration tool that provides a platform for real-time messaging, file sharing, and integration with other software tools. It's designed to support the way people naturally work together, so you can collaborate with people online as efficiently as you do face-to-face.
How does Slack integrate with Salesforce?
Slack's Salesforce integration allows you to share Salesforce records, leads, and opportunities directly into Slack channels or as direct messages. This makes it quick and easy to share data captured in Salesforce via Slack.
Benefits of the integration
The integration allows for seamless communication about Salesforce records within your team, without having to switch between platforms. It also allows for real-time updates, ensuring everyone on the team is on the same page. This can lead to improved collaboration, faster decision-making, and increased productivity.
User reviews
Slack allows us to integrate with Salesforce to query contact records and assign tasks directly from a Slack channel - Verified Slack user, G2 review
One of the primary uses I have for Slack is knowing when someone else in my company changes a Salesforce ticket or record. Slack sends me a handy notification to let me know I can get back to that task - Verified Slack user, G2 review
Alternative Salesforce integrations for internal communication
Other internal communication tools that integrate with Salesforce include Microsoft Teams and Chatter. These tools also offer features like direct messaging, group chats, and integration with other software tools.
2. Salesloft - best Salesforce integration for sales engagement
Despite the similarity in their names, Salesloft and Salesforce both offer value in different ways. Salesloft is used to actually engage with prospects. But Salesforce is used to capture records of these conversations. That's what makes them the perfect pairing.
What is Salesloft?
Salesloft is a sales engagement platform that provides a customer engagement platform for sales teams. It offers features like sales call tracking and sales pipeline management, among others.
How does Salesloft integrate with Salesforce?
The Salesloft integration with Salesforce allows teams to import contacts from Salesforce into Salesloft, where you can call, email and communicate with prospects.
The communication that happens in Salesloft is then recorded and pushed back into Salesforce, providing visibility into how a deal is progressing and what conversations are being had.
Benefits of the integration
The integration between Salesloft and Salesforce can help streamline your sales process by ensuring that all sales activities are automatically logged and updated in Salesforce. This can lead to improved data accuracy, better sales tracking, and ultimately, more effective sales strategies.
User reviews
The integration between Salesloft and our CMS, Salesforce, is easy to set up and integrates smoothly -Verified Salesloft user, G2 review
Alternative Salesforce integrations for sales engagement
Other sales engagement tools that integrate with Salesforce include Outreach and Yesware. These tools also offer features like sales activity tracking, email tracking, and automated sales workflows.
3. Chili Piper - best Salesforce integration for scheduling
Chili Piper's integration with Salesforce makes getting demos and meetings booked easier than ever before. Definitely worthy of a spot on the list of the ten best integrations if you ask us.
What is Chili Piper?
Chili Piper is a scheduling software that helps businesses automate their appointment scheduling process. It provides features like instant booking, smart assignment rules, and seamless calendar integration.
How does Chili Piper integrate with Salesforce?
Chili Piper integrates natively with Salesforce, allowing reps to schedule meetings in one click without ever leaving Salesforce.
Every meeting booked by Chili Piper is automatically logged and tracked as an event in Salesforce. Things like no-shows and cancellations are also logged in Salesforce.
Benefits of the integration
The integration between Chili Piper and Salesforce can help streamline your appointment scheduling process by ensuring that all meetings are automatically logged and updated in Salesforce. This can lead to improved data accuracy, better meeting tracking, and ultimately, more effective scheduling strategies.
User reviews
I absolutely love the fact that Chili Piper integrates seamlessly with Salesforce. It makes it so much more convenient to schedule appointments for clients, regardless of their location or time zone - Verified Chili Piper user, G2 review
I love that we can have multiple queues/round robins, that we can set queue criteria based on Salesforce data and that Chili Piper automatically creates and updates calendar events in Google and Salesforce - Verified Chili Piper user, Capterra review
Alternative Salesforce integrations for calendar management
Other calendar management tools that integrate with Salesforce include Calendly and ScheduleOnce. These tools also offer features like automatic meeting logging, smart assignment rules, and seamless calendar integration.
4. Juro - best Salesforce integration for contract management
Want to close deals faster? Of course you do. Juro's all-in-one contract management platform integrates seamlessly to make getting the process of creating, negotiating, signing and managing sales contracts much quicker and easier.
What is Juro?
Juro is an all-in-one contract management software that enables your team to create, execute and manage contracts up to ten times faster than traditional tools. Juro users can automate the contract creation process, negotiate contracts within their browser, and track them within the platform.
How does Juro integrate with Salesforce?
Juro's integration with Salesforce works in a few main ways.
The integration also syncs data between the two platforms in real time. This means that any changes made to a contract by legal are instantly reflected in Salesforce.
Benefits of the integration
The biggest benefit of Juro's Salesforce integration is that it enables sales reps to self-serve on contracts rather than waiting for legal to draft them. With the integration, sales teams can generate watertight contracts in the CRM in just a few clicks.
This means that sales teams can move faster on deals, rather than being blocked by legal. Juro puts safeguards in place for legal teams so they can keep control of contracts without slowing down sales cycles.
User reviews
Want to know what businesses already connecting Juro with Salesforce think about the integration? Here are some quotes from individuals about how the integration has transformed their sales process:
Sometimes corporations prefer to work with PDFs, but we can upload those PDFs into Juro, and Juro automatically updates the status, makes the PDF trackable, and uploads the final version into Salesforce - Doug Moring, COO, Expo Pass
It takes the sales team four clicks to generate and approve a contract in Juro. There’s less manual work, less admin, and we’re saving 25 minutes per contract - Callum Hamlett, Senior Revenue Ops Analyst, Paddle
You can read about their experience of Juro's Salesforce integration in these case studies:
5. HubSpot - best Salesforce integration for lead management
Looking for a way to bridge your marketing and sales process? Salesforce's integration with HubSpot is a great approach. It makes the transition from leads to opportunities seamless.
What is HubSpot?
HubSpot is a comprehensive marketing, sales, and service platform that helps businesses attract, engage, and delight customers. It offers tools for social media management, content management, web analytics, landing pages, customer support, and SEO, among others.
How does HubSpot integrate with Salesforce?
HubSpot integrates with Salesforce to ensure seamless data sharing between the two platforms. With the integration, a new event is captured in Salesforce whenever a meeting is booked through HubSpot, with this data transferring quickly and accurately. It’s also useful for routing and distributing new leads to sales reps.
Benefits of the integration
Integrating HubSpot with Salesforce can enable better collaboration between sales and marketing teams. The integration also ensures that any relevant data is made accessible to reps throughout the sales process. It helps with data accuracy, real-time lead tracking, and better informed sales strategies.
User reviews
The integration with Salesforce connects with Hubspot's reporting, which is pretty convenient and something our previous tool wouldn't provide - Verified HubSpot user, G2 review
The integration with Salesforce and Outreach provides valuable insights into how users are engaging with our sales team - Verified HubSpot user, G2 review
Alternative Salesforce integrations for lead management
Other lead management tools that integrate with Salesforce include Marketo, Pardot, and Zoho CRM. These tools also offer features like lead tracking, lead scoring, and automated marketing workflows.
6. ZoomInfo - best Salesforce integration for lead enrichment
Lead enrichment tools are a must-have for sales reps. They help sales teams to source prospects' data quickly and efficiently. Salesforce's integration with ZoomInfo means that this enriched data is passed into the CRM and ready to use.
What is ZoomInfo?
ZoomInfo is a leading market intelligence tool that provides access to accurate and actionable contact and business information, including business profiles, email addresses, direct dials, and more. It helps sales, marketing, and recruiting professionals reach the right people and companies faster.
How does ZoomInfo integrate with Salesforce?
ZoomInfo integrates with Salesforce to provide enriched business profiles directly within your Salesforce instance.
With the integration, you can import ZoomInfo's vast B2B data into your Salesforce accounts, leads, and contacts. You can also export Salesforce records to ZoomInfo for enrichment and analysis.
Benefits of the integration
The integration between ZoomInfo and Salesforce can help you enrich your contact and account data, improve your targeting, and ultimately, drive more successful sales and marketing campaigns. It also allows you to keep your data clean and up-to-date, reducing the time spent searching for contact details.
User reviews
The Salesforce integration is great, as well. We've been in contact with people we haven't had access to before. The sales team uses ZoomInfo as part of their daily routines - Verified ZoomInfo user, Trustradius review
I regularly use Zoominfo to identify contact information and generate alerts for buyers who match my ideal customer profile, and then directly import companies and contacts into Salesforce - Verified ZoomInfo user, Trustradius review
Alternative Salesforce integrations for lead enrichment
Other lead enrichment tools that integrate with Salesforce include Clearbit and DiscoverOrg. These tools also offer features like data enrichment, lead scoring, and sales intelligence.
7. DocuSign - best Salesforce integration for electronic signing
We've already touched on the best Salesforce integration for contract management. But what if you just want to sign your documents and nothing else? Well, DocuSign's integration with Salesforce could be a good fit.
What is DocuSign?
DocuSign is a leading electronic signature solution that allows businesses to prepare, sign and manage agreements online. It provides a secure and efficient way to sign and manage documents from anywhere, at any time, on a variety of devices.
How does DocuSign integrate with Salesforce?
DocuSign's Salesforce integration enables teams to send, manage and sign documents without leaving the Salesforce platform. This means that sales reps can both sign and send contracts out for signing from within the CRM.
Benefits of the integration
Like Juro's integration with Salesforce, DocuSign's Salesforce integration can reduce the manual admin work typically associated with contract signing. The integration also removes friction by enabling teams to stay in the CRM rather than switching back and forth between different tools. This is perfect for teams that need to save time and resource but manage documents at scale.
User reviews
I have used DocuSign to integrate with Salesforce. It helps Salesforce users to sign, send and track agreements, and it is a cloud-based tool so documents can be followed any time and from anywhere - Verified DocuSign user, G2 review
It isn't always the easiest to use or as simple as other eSign software. Because of the integration with Salesforce, I rarely use the actual dashboard - Verified DocuSign user, G2 review
Alternative Salesforce integrations for eSigning
Other electronic signature tools that integrate with Salesforce include Adobe Sign and HelloSign. You can compare these alternatives in more detail in this guide to the best DocuSign alternatives.
8. Mailchimp - best Salesforce integration for email marketing
Email marketing plays an important role in lead nurturing and followups - both of which encourage sales. That's why it makes sense to integrate Salesforce with an email marketing solution like Mailchimp.
What is Mailchimp?
Mailchimp is a leading marketing automation platform and an email marketing service. It provides tools for designing and sharing email campaigns, managing subscribers, and tracking campaign performance.
How does Mailchimp integrate with Salesforce?
Mailchimp integrates with Salesforce to sync subscribers and leads across the two platform. The integration enables you to manage your contacts, view campaign stats, and more, directly in Salesforce. This gives your sales reps a better understanding of how their leads are engaging with marketing.
Benefits of the integration
The integration between Mailchimp and Salesforce can help streamline your email marketing process by ensuring that all relevant data is automatically shared between the two platforms.
This promotes greater collaboration between sales and marketing teams as well as providing rich data insights that can help sales reps close deals faster and more effectively.
User reviews
We've benefited significantly from being able to integrate Mailchimp, specifically with Salesforce and Microsoft Outlook. It's been easy to use and effective - Verified Mailchimp user, Trustradius review
The initial integration with Salesforce was difficult, but it has made our work much easier in the long run. Measurement is much easier and more accurate - Verified Mailchimp user, G2 review
Alternative Salesforce integrations for email marketing
Other email marketing tools that integrate with Salesforce include Constant Contact, Campaign Monitor, and SendinBlue. These tools also offer features like email campaign management, subscriber tracking, and marketing automation.
9. Gong - best Salesforce integration for revenue intelligence
Sales reps are big on self-reflection and development. Gong's sales and revenue intelligence platform offers a wealth of data into what's working for a sales cycle - and what's not. By integrating Gong with Salesforce, you can access this data within the CRM.
What is Gong?
Gong is a powerful sales intelligence and engagement platform that helps companies close more deals, faster.
The tool is designed to automatically capture and analyze customer interactions (phone calls, emails, chat, social media, and meetings), giving your sales reps the opportunity to reflect on what's working, improve their performance, and capture more revenue.
How does Gong integrate with Salesforce?
The integration of Gong with Salesforce allows companies to create a centralized repository of customer interactions that can be searched and accessed by all members of the team and serves as the central inputs for Gong's intelligence capabilities.
The integration between the two tools is bi-directional. This basically means that data can flow from Gong into Salesforce, and from Salesforce into Gong. This allows companies to take advantage of the best features of both platforms and get the most out of their investment.
Benefits of the integration
Gong's integration with Salesforce can be used to better inform sales strategies since it provides comprehensive insights into customer interactions, helping sales reps to reflect on, improve and develop their approach without having to jump back and forth between tools continuously.
User reviews
[Gong] pairs well with Salesforce to really understand the process of your prospects and customers before during and after the sale - Verified Gong user, G2 review
Sometimes there is a delay between Salesforce and Gong for calls to be uploaded, typically with longer calls. Honestly, it's such a small issue though that it is barely a dislike at all - Verified Gong user, G2 review
Alternative Salesforce integrations for revenue intelligence
Other revenue intelligence tools that integrate with Salesforce include Clari, InsightSquared, and Chorus.ai. These tools also offer features like sales activity tracking, sales forecasting, and revenue analytics.
10. Cognism - best Salesforce integration for sales prospecting
What is Cognism?
Cognism is one of the best platforms for sales prospecting in EMEA, NAM, and APAC markets. It allows SDRs to build targeted lists and push them to your CRM or engagement tool. It provides CCPA and GDPR-compliant B2B emails and manually verified cell phone numbers and helps prioritize opportunities by providing intent data.
How does Cognism integrate with Salesforce?
Cognism has a two-way integration with Salesforce. It means you can export contacts in bulk from the Cognism Web App into your Salesforce and import your Salesforce data to Cognism to access search filters specific to your Salesforce CRM. It allows you to filter out prospects that may already exist in your Salesforce and generate lead and account lists in target verticals faster.
The Cognism browser extension also works over Salesforce, so you don’t have to leave Salesforce to enrich records. Just open the extension and export up-to-date contact data.
Benefits of the integration
Thanks to seamlessly integrating into your workflows, Cognism speeds up prospecting and increases your teams' efficiency. Additionally, various Salesforce CRM enrichment features allow you to set up enrichment jobs to get accurate contact data into Salesforce. Unlike some other providers, Cognism does not use this data to enrich its database.
Alternative Salesforce integrations for sales prospecting
Other sales prospecting tools that integrate with Salesforce include Kaspr.
Which Salesforce integrations are best for your sales team?
It's important to note that you can only integrate Salesforce with other tools that you have licenses for or access to. For example, you wouldn't be able to integrate Salesforce with Gong if you didn't have a Gong account and license too.
This means that you should be asking yourself what software your sales team would benefit from more broadly when comparing Salesforce integrations.
If your internal communications about deals could do with some work, maybe you should make Slack a priority. If you want to automate email marketing, maybe you should adopt a tool like HubSpot or Mailchimp.
If it's your sales contract process that's causing friction and slowing the sales cycle, it might be a contract management solution like Juro that moves the needle.
To find out more about Juro's integration with Salesforce and how it empowers sales reps to speed up sales cycles, fill in the form below for a personalized demo.
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Modern businesses use Juro to automate contracts from drafting to signature and beyond, in one intuitive platform that every team can use. Want to see how?
Modern businesses use Juro to automate contracts from drafting to signature and beyond, in one intuitive platform that every team can use. Want to see how?
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