9 must-have Salesforce integrations for sales and marketing

Salesforce is a customer relationship management solution (CRM) that is used by sales and marketing teams the world over – but it can be tricky to work with. To maximize output and enhance sales workflows, you can integrate Salesforce with a host of other SaaS tools.

In this blog, we have rounded up 9 of the best Salesforce integrations for sales and marketing teams. We considered a number of factors when creating our list, including:

• Features 

• Affordability

• Scalability

• Implementation/plug-and-play

• Low or no code

• Simplicity (i.e. simplifying complex Salesforce processes)

1. Ortto

Best Salesforce integration for: Marketing automation and sales workflows

Integrate Salesforce with Ortto to connect your CRM data source. Build personalized, multi-channel customer journeys, automate sales workflows, nurture leads into opportunities, and report across the entire customer journey.

With our Salesforce integration, you can:

• Segment your customer data and Salesforce objects

• Build personalized, multi-channel customer journeys (email and SMS) with values from any Salesforce object

• Automate round robin lead assignment in Salesforce and score your leads based on engagement

• Nurture your leads into marketing-qualified opportunities with easy-to-build email playbooks

• Reduce your sales team’s workload and gain control of messaging with automated email

• Use gated forms and popups to convert website visitors into leads for your sales team

You can integrate Ortto and Salesforce in just a few clicks. To find out more about integrating through the Ortto interface, click here.

Ortto G2 Rating: 4.5 / 5 stars 

Ortto branded account: $0 per month

Pricing: $29 - 299 per month, based on number of contacts. See here for more.

For accounts with 20,000 contacts or more, Enterprise level account is available

2. Google Workspace

Best Salesforce integration for: Connecting your email and calendar activity with your CRM

Google Workspace (formerly G Suite) is ubiquitous. It is the go-to platform for all things business – email, calendar, documents and much more. By integrating Google Workspace with Salesforce using Salesforce Connector, you can import your Salesforce accounts, data, and contacts into your email and calendar, and update records simultaneously.

When you integrate Google Workspace and Salesforce, you can do the below without leaving the Gmail interface:

• Get a 360°view of your accounts, contacts, and leads

• Dial your contacts’ telephone numbers from your mobile

• Open and edit all records

• Link emails directly to Salesforce

• Create new leads in Salesforce

• Use Salesforce email templates

To find out more about Salesforce Connector and how to deploy it across your entire company, click here.

Google Workspace G2 Rating: 4.6 / 5 stars 

Pricing: $5 - 16 per month. Enterprise level account is available

3. Calendly

Best Salesforce integration for: Scheduling sales meetings

Calendly simplifies and streamlines meeting scheduling between your sales team and your leads, so integrating Calendly with Salesforce is a no-brainer. 

With a Salesforce and Calendly integration, you can:

• Automatically create Salesforce records when a customer books an appointment

• Create events or tasks on any Salesforce object once a meeting is scheduled

• Map information gathered in the booking flow to Salesforce as a custom object to qualify leads

• View upcoming and past meetings from your activities 

• Track and measure activity from Calendly by campaign, time period, meeting time, rep, or custom fields

• Customize processes to align with your business’ needs

• Schedule Calendly meetings from Salesforce

To find out more about integrating Salesforce with Calendly, click here.

Calendly G2 Rating: 4.7 / 5 stars 

Basic: $0 per month

Teams: $20 per seat, per month

4. Slack

Best Salesforce integration for: Team communication

Slack is a front runner in the world of team communication platforms. It offers real-time messaging through chat, calls, and huddles, and integrates with a host of features to make work as collaborative, productive, and as fun as possible.

Integrating Salesforce with Slack offers increased team collaboration and streamlined processes. You can:

• Search through your Salesforce instances from Slack and share search results with your team in Slack

• Share messages between Salesforce Chatter and Slack

• Share account records, leads, and opportunities

The Salesforce-Slack integration can be achieved through a native integration/API or through third-party integration tools like Zapier. To find out more, click here.

Slack G2 Rating: 4.5 / 5 stars 

Entry-level price: $0 per member, per month 

Plus level price: $12.50 per active user, per month (billed annually)

5. PandaDoc

Best Salesforce integration for: eSignatures

PandaDoc enables teams to quickly create, send, and approve proposals, quotes and contracts to customers using access-anywhere eSignatures. You can then track and follow up on document activity to get faster signatures.

The PandaDoc-Salesforce integration helps businesses to close deals faster. With this integration, you can:

• Quickly generate personalized, on-brand documents by pulling in product, pricing, and customer data from Salesforce

• Shorten the sales cycle with eSignatures

• Get real-time document analytics such as document status

For more information on this integration and how-to instructions, click here.

PandaDoc G2 Rating: 4.7 / 5 stars 

Free eSign: $0 to upload, send for eSignature and collect payment

Business: $59 per month, per user

6. Zendesk

Best Salesforce integration for: Customer support

Zendesk is a customer service software that offers automation tools and an AI-powered chatbot to ensure the right query gets to the right agent. Conversations can happen across messaging, live chat, social, email, or voice. 

By integrating Zendesk with Salesforce, you centralize information to enable better collaboration between support and sales teams. With this integration, you can:

• Sync accounts between Salesforce and Zendesk

• Give sales reps the ability to check in on support tickets for prospects or customers without leaving Salesforce

• Give sales reps the ability to see previous interactions on tickets and leave notes for customer support agents to receive on Zendesk

• Give sales reps the ability to create tickets on behalf of customers or prospects from within Salesforce

• Pull custom objects from Salesforce to provide context to a support ticket in Zendesk

Connect Salesforce with Zendesk via a native integration/API or via a third-party integration tool like Zapier. For more information on this integration, click here.

Zendesk G2 Rating: 4.3 / 5 stars

Entry-level plan: $49 per agent, per month billed annually

7. Dropbox

Best Salesforce integration for: File hosting

File-hosting service Dropbox allows users to store and share documents with team members, prospects, and customers to achieve seamless collaboration. Dropbox is secure with extensive administration capabilities that scale as your team grows.

Integrating Dropbox with Salesforce enables sales teams to streamline the sales cycle and increase efficiency. With the integration, you can:

• Access, manage, and share Dropbox content directly from Salesforce

• Edit documents in real-time, easily review work, and manage approvals from within Salesforce

• Sync document changes across all users to eliminate unnecessary email exchanges

To find out more about the Salesforce-Dropbox integration, click here.

Dropbox G2 Rating: 4.4 / 5 stars

Basic price: $0 for 2GB storage

Professional level price: $19.99 (billed annually) for 2 TB (2,000 GB)

8. LinkedIn

Best Salesforce integration for: Social networking

LinkedIn is the most popular, widely-used professional social networking platform. On LinkedIn, professionals expand their networks, apply for jobs, recruit for jobs, gain new skills, and share insights. Sales teams harness LinkedIn to connect with prospects and engage with ideal customers.

LinkedIn Sales Navigator for Salesforce elevates your LinkedIn experience by providing access to data, insights, and actions. Embed LinkedIn profiles within CRM to gain insights on buyers and companies to enrich your sales processes.

With LinkedIn Sales Navigator, you can:

• Automatically see critical contact and company information

• Use LinkedIn InMail without leaving Salesforce

• View ‘suggested’ leads within Salesforce via TeamLink

• Customize the interface to fit the team’s needs

You can integrate LinkedIn and Salesforce via a native integration/API or via third-party integration tools like Zapier. For more information, click here.

LinkedIn Sales Navigator G2 Rating: 4.3 / 5 stars

Pricing: Check out their pricing page.

9. Clearbit

Best Salesforce integration for: Data enrichment

Clearbit is a data enrichment tool for targeted B2B marketing. It finds firmographic and buyer engagement data by scanning more than 250 sources including websites, public records, legal filings, and social media networks, and updates the data every 30 days.

Clearbit integrates with Salesforce to enable you to create, complete, and correct your records with up-to-date information, meaning you can close sales faster.

By integrating Clearbit and Salesforce, you can:

• Create a single source of truth for your go-to-market data across your sales and marketing stack

• Customize field mappings to control what, where, and how data shows up in Salesforce

• Access data across any of your objects, reports, and processes

• Set a custom schedule for when to refresh data

To find out more about this integration, click here.

Clearbit G2 Rating: 4.4 / 5 stars 

Pricing: Based on volume, packages and add-ons. Contact Clearbit for a  customer quote

Final word

Salesforce is a powerful tool, but can be complex. By integrating it with other tools like the ones listed above, you can streamline processes and make sure your sales and marketing teams are using it in the best possible way. Sign in or sign up to Ortto to integrate with Salesforce.