The Ultimate 10 Salesforce Integration Tools 2023

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.

A Salesforce integration serves to link the CRM with one or multiple business tools. When teams integrate Salesforce with other business platforms, they gain the ability to effortlessly transfer data between these tools and streamline everyday administrative tasks, such as eliminating the need for repetitive and manual data entry.

Customer Relationship Management (CRM) is defined as "a tool for managing all of your company's customer and potential client relationships and interactions." The objective is straightforward: to improve commercial relationships.

Choosing the right Salesforce integrations from the vast selection available can be a tough task. That's precisely why we've put together a curated list of the best Salesforce integrations tools, categorized as per your requirements.

Our goal is to assist you in pinpointing applications that enhance efficiency and simplify workflows, regardless of which departments within your company rely on Salesforce. Many Salesforce development companies are adept at implementing these integrations to optimize your CRM system.

Here's are some best salesforce integrations tools and applications we'll be discussing in this article.

• SMS-Magic
• Adobe Sign
• Cloudingo
• ZoomInfo
• Youreka
• Conga Composer
• Asana for Salesforce
• Slack
• HubSpot
• DocuSign

Best Salesforce Integration Tools 2023

SMS-Magic

Leads are a vital part of the sales process, travelling back and forth between platforms to keep track of numerous discussions takes time.

SMS-Magic salesforce integration tools allow you to communicate with leads via their preferred methods of contact, such as WhatsApp, Facebook Messenger, or SMS texting. All conversations may be handled from a single mailbox, eliminating the need to switch platforms.

Teams can also use the app to create bots for automated chats, as well as to plan, execute, and analyze communication-based marketing initiatives.

Adobe Sign

Salesforce connectors like Adobe Sign streamline time-consuming paperwork processes, allowing your salespeople to focus on closing deals. Without leaving Salesforce, you can create, send, sign, and submit agreements with clients using Adobe Sign.

Sales reps don't have to manually mail documents back and forth to acquire signatures because the e-signature process is automated. This streamlines the entire process and cuts the sales cycle in half.

Cloudingo

Cloudingo is another Salesforce connector that saves time. It aids sales teams in data management by deleting or combining duplicate information and allowing for bulk import and update. Maintaining clean and up-to-date databases is an essential but time-consuming task.

Cloudingo automates much of the cleaning process, leaving your reps with one less administrative chore to worry about.

ZoomInfo

The integration of Salesforce with ZoomInfo is a straightforward yet highly potent upgrade to your Salesforce ecosystem. It not only enhances users' access to valuable business insights but also boosts overall productivity.

For sales and marketing teams striving to make the most of their time, handling multiple data sources can be a significant challenge. The Salesforce ZoomInfo Integration resolves this issue by seamlessly connecting your Salesforce organization with ZoomInfo, granting access to a wide array of Salesforce records, including Contacts, Accounts, Leads, and more.

Youreka

Youreka increases productivity by letting field workers to access forms, surveys, and checklists even when they don't have access to the internet. Multiple templates are available in the application to make creating forms quick and simple.

You may link the forms to Salesforce fields, and Youreka will populate the documents with the appropriate information. Employees can create reports and store data in Salesforce after the fieldwork is completed. Because this is a Salesforce-native app, it responds rapidly and has minimal to no lag time.

Conga Composer

Documentation is a crucial aspect of every department's job, but it takes a long time to create and fill out documents on a regular basis. Automatic document generating is possible with Conga Composer, saving time and maintaining consistency.

Quotes, proposals, contracts, work orders, and invoices can all be created in a standardized format. The program automatically populates documents with Salesforce data, decreasing the risk of clerical mistakes.

Salesforce Asana

Asana encourages cross-departmental cooperation to boost productivity and eliminate data silos. Salesforce projects can be tracked using Asana by sales teams. They can also use Tasks to solicit assistance from other departments. Because Asana and Salesforce are integrated, tasks may be created, assigned, and reviewed without ever leaving Salesforce.

Slack

Salesforce is the proud owner of Slack, which means you can have flawless integration between these two platforms. The seamless connection between Slack and Salesforce simplifies the process of sharing and accessing records.

HubSpot

HubSpot has a robust integration with Salesforce that ensures smooth data sharing between the two platforms. This integration automatically captures new events in Salesforce whenever a meeting is scheduled via HubSpot, ensuring rapid and precise data transfer. Additionally, it proves highly beneficial for efficiently routing and assigning new leads to sales representatives.

DocSign

DocuSign stands as a top-tier electronic signature solution, empowering businesses to prepare, sign, and oversee agreements digitally. This platform offers a secure and streamlined method for signing and overseeing documents, accessible from anywhere, on various devices, and at any time.

The seamless integration of DocuSign with Salesforce empowers teams to handle document sending, management, and signing without having to exit the Salesforce platform. This translates to sales representatives having the capability to both sign contracts and dispatch them for signature directly within the CRM.

Conclusion

Salesforce integration services increase efficiency even further by allowing teams to execute a variety of tasks without leaving the platform. These integrations automate time-consuming operations like document production and data cleansing. Salesforce connectors are accessible for every department, as you can see from our list.

It's crucial to understand that you can exclusively integrate Salesforce with tools for which you possess licenses or access. For instance, integrating Salesforce with Gong would require a valid Gong account and license.

Therefore, when evaluating Salesforce integrations, it's essential to consider the broader software needs of your sales team.

Cynoteck Technology Solutions is a Top-Notch CRM Development Company specializing in Dynamics 365 CRM, Salesforce Development, Mobile app development, Artificial Intelligence, Web application Development, and Digital marketing.