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:
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.
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
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
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)
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
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
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)
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.
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
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.
One of the advantages of self-serve SaaS with a free trial is the increase in leads. While many of these free trial users will lapse and become inactive, there are ways to regain control.
“We were looking for a solution that was really easy to use, didn’t require a tech team, and would have a robust integration with Salesforce so we could trigger sales communications in a smarter way. Nobody else out there has what Ortto has.”