19 Best Salesforce Integrations in 2024 to Boost Your Sales - CloudTalk (2024)

Over 150,000 businesses use Salesforce in their daily operations, along with 90% of Fortune 500. However, what should you do when one tool’s not enough?

Salesforce is a cloud-based CRM designed to help you find more prospects, close more deals, and connect with customers on an entirely new level. But despite the many things Salesforce can do, there are a few it can’t. And that’s where integrations come into play.

In this article, we’ll provide an actionable overview of the 16 best Salesforce integrations to boost your sales in 2024, including their specific use case, benefits, and setup process. Let’s get started!

Key Takeaways:

• An integration is a type of specialized software that allows two tools to synchronize data and interact, allowing for higher productivity and efficiency.
• Salesforce’s Appexchange marketplace offers over 5,000 integrations for various use cases, including sales, marketing, customer service, analytics, etc.
• Some of Salesforce’s best integrations include CloudTalk, Cognism, PlanRadar, HelpSquad, Storylane, Compass, Visme, and others included in this article.

What Are Salesforce Integrations
& How Do They Work?

Salesforce integrations are third-party tools that allow you to customize and amplify your CRM’s performance with additional features for maximum efficiency and revenue generation. They can be native (developed by SF) or custom-made via an open API.

Salesforce integrations use tailored code to tie the two tools together and allow them to automatically synchronize data from multiple sources. All you need to do to get started with them is install the integration and have an active subscription to both services.

See how CloudTalk’s Salesforce integration drives more sales

Learn more

Why Should You Use Salesforce Integrations?

By leveraging Salesforce integrations, businesses can create a unified ecosystem that streamlines operations, enhances data accuracy, and boosts overall productivity.

Whether you’re looking to improve customer service, automate marketing tasks, or simplify data management, integrating Salesforce with the right tools can transform your business processes and drive better outcomes.

The Benefits of Integrating Salesforce with Other Tools

Integrating Salesforce with other applications offers a myriad of benefits that can significantly enhance your business operations:

1. Enhanced Data Accuracy and Consistency:
   When Salesforce is integrated with your other tools, data flows seamlessly between systems. This reduces the risk of errors that often occur with manual data entry and ensures that your team always has access to the most up-to-date information.
   
2. Streamlined Workflows and Increased Efficiency:
   Integrations eliminate the need to switch between multiple platforms, allowing your team to work more efficiently. For example, integrating Salesforce with your email marketing tool can automate the process of syncing contact lists and tracking campaign performance directly within Salesforce.
   
3. Improved Customer Insights:
   By consolidating data from various sources into Salesforce, you gain a comprehensive view of your customers. This holistic perspective enables better decision-making and more personalized customer interactions, which can lead to increased customer satisfaction and loyalty.
   
4. Enhanced Collaboration:
   Tools like Slack, which integrates seamlessly with Salesforce, foster better communication and collaboration among team members. This integration ensures that everyone is on the same page and has access to relevant customer data and project updates.
   
5. Scalability and Flexibility:
   As your business grows, your technology stack needs to evolve. Salesforce integrations allow you to add new tools and functionalities without disrupting existing workflows, ensuring that your CRM adapts to your changing needs.

How to Choose the Best Salesforce Integrations

Selecting the right integrations for your Salesforce environment can be daunting, given the plethora of options available. Here are some key considerations to guide your decision-making process:

1. Identify Your Business Needs:
   Start by assessing your specific business requirements. Are you looking to enhance marketing automation, improve customer service, or streamline sales processes? Understanding your primary goals will help you narrow down the list of potential integrations.
   
2. Evaluate Compatibility:
   Ensure that the integration is compatible with your current Salesforce setup and other tools in your technology stack. Check for pre-built integrations on the Salesforce AppExchange, which offers thousands of apps designed to work seamlessly with Salesforce.
   
3. Consider User Experience:
   The integration should be user-friendly and intuitive, minimizing the learning curve for your team. Look for tools that offer robust support and documentation to help you get up and running quickly.
   
4. Scalability:
   Choose integrations that can scale with your business. As your organization grows, you’ll need tools that can handle increased data volume and complexity without compromising performance.
   
5. Cost:
   Evaluate the cost of the integration, including any setup fees, subscription costs, and potential hidden charges. Ensure that the benefits of the integration justify the investment.
   
6. Security and Compliance:
   Data security is paramount. Verify that the integration complies with relevant data protection regulations and follows best practices for data security. This is especially important if you’re handling sensitive customer information.

The 19 Best Salesforce Integrations

#1 CloudTalk

CloudTalk is a cloud-based call center and business phone system built to maximize your customer support efforts across all channels.

It supports international numbers for 160+ countries, and you can instantly start optimizing your workflows with advanced features, including IVR, click-to-call, power dialers, and more.

How does integrating this tool improve Salesforce?

1. Calls can be made and received directly within Salesforce using Salesforce CTI.
2. Prospect details are visible as soon as a call is received. With all necessary information readily accessible, managing personalized conversations with prospects becomes more straightforward.
3. CloudTalk’s Power Dialer significantly increases the number of calls made by agents and automates repetitive tasks. This can help convert prospects into leads, drive sales, and improve ROI.

Learn to integrate CloudTalk with Salesforce

The software is very easy to use. We have an integration with Salesforce and I can call straight from our CRM. It’s very convenient because I can call from a CRM, an app on the computer, and with my iPhone. All calls are tracked and recorded. We have all the data we need. Moreover, the CloudTalk team is extremely helpful.

Vismantas (Visma) B./Balcius, Sales Development Representative at Amberlo

#2 Uniqode

Uniqode’s Digital Business Card is a contactless networking solution for individuals and businesses looking to streamline their networking process. With Two-Way Contact Sharing, you can share your card with prospects and get their contact details in return.

How does integrating this tool improve Salesforce?

• Centralized Lead Management: Automatically sync all your leads between the two platforms and store all important lead information in one place.

• Automate follow-ups: Once leads are captured, they are automatically added to Salesforce and trigger a follow-up email or task, nurturing the lead and keeping you top-of-mind.

Learn to integrate Uniqode with Salesforce

#3 Reply.io

Reply.io is an AI-powered sales engagement platform designed to automate and scale multichannel outreach. It helps businesses acquire new customers and drive revenue growth.

How does integrating this tool improve Salesforce?

• Ease of use: Simple setup and intuitive UI ensure quick adoption and efficient use.
• Enhanced outreach: Automate email, social, and call sequences for efficient outreach.
• Improved deliverability: Boost email performance with advanced deliverability tools.
• AI assistance: Utilize AI to compose emails, handle responses, and schedule meetings on autopilot.
• Prospect database: Access a B2B contact database with over 80+ mln prospects.
• Seamless CRM integration: Sync data effortlessly with Salesforce.
  

Learn to integrate Reply.io with Salesforce

Reply helps us create messages that feel highly personal while distributing them to a large, diverse audience.

Erica Breuer, Director of Sound Advice Careers

#4 Oneflow

Oneflow is a contract management tool that automates the entire contract process, from pre-sign to post-sign, for all teams in one place. What sets Oneflow apart is our easy-to-use, interactive contracts, which enable live collaboration across the entire contract lifecycle.

How does integrating this tool improve Salesforce?

Oneflow’s Salesforce integration enables sales teams to move faster in the last stage of the sales process by managing their proposals and contracts directly in Salesforce. Prospects receive clear contracts that are easy to sign, and reps don’t have to spend time manually updating Salesforce.

• Sales teams can easily create clearly structured proposals, making it easier for prospects to navigate offerings while reducing the risk of human error in contracts with built-in template logic.
• It removes manual, boring admin from sales reps while ensuring high data quality and consistency across contracts with automated bi-directional data sync.
• It enables sales leaders to leverage contract metadata to identify bottlenecks in their sales process and continuously optimize their process.
• With live collaboration inside the contract, reps can reduce the time to sign and reduce any risk associated with handling different versions of a contract.

Learn to integrate Oneflow with Salesforce

We use Oneflow as a digital contracting software, fully embedded into our CRM workflows. A key advantage of Oneflow is how neatly it integrates with Salesforce.

Oneflow customer

#5 Prefixbox

• AI Search Engine (supports vector search)
• AI Re-Ranking
• Personalization
• AI-powered synonym mining
• Merchandizing
• Typo-tolerant Rich Autocomplete

How does integrating this tool improve Salesforce?

Prefixbox AI Search can increase conversion rate and online revenue with AI-powered search. It can also decrease zero result rates and improve the user experience of your B2C Commerce site.

Learn to integrate Prefixbox with Salesforce

#6 Storydoc

Storydoc is an AI business presentation maker that turns static slides into interactive web content. It can be used for pitch decks, sales decks, landing pages, reports, proposals, case studies, and more.

How does integrating this tool improve Salesforce?

Connecting Salesforce to Storydoc will save you time. It helps automate mundane tasks and allows the user to focus on what really matters. Based on CRM triggers, users can generate personalized decks from their contact pages.

They are also able to create personalized ROI calculations and business review decks based on this CRM data, gaining full visibility of their lead’s buying journey. For example, they can learn how much time the lead spent on each slide and what messaging hit the mark.

Lastly, leads can book a meeting without leaving the deck, reducing friction and unnecessary “How does Tuesday look like?” emails.

How to integrate Storydoc with Salesforce?

Firstly, users have to be on a personalized team plan and then be onboarded with Storydoc’s customer success manager. This includes an individual integration setup.

Storydoc has completely revolutionised the way we share and present PowerPoints, making it an absolute standout in the crowd. But what truly makes Storydoc exceptional is the unparalleled support and response from their teams. It’s like having your own personal dream team standing by to ensure your experience is nothing short of extraordinary.

Richard A.

#7 Kaspr

Kaspr is a B2B prospecting tool with data enrichment. The Chrome Extension allows users to access accurate phone numbers and email addresses at the click of a button.

How does integrating this tool improve Salesforce?

• Sending enriched data directly to your CRM from the Chrome Extension.
• Bulk enrichment capabilities via CSV upload.
• Create workflows to send enriched contact info to Salesforce.

Learn to integrate Kaspr with Salesforce

Kaspr is simple and very convenient to use. It’s quick for extracting and transferring data to our CRM. Time-consuming searches for contact details is a thing of the past!

Jennifer Sitruk – Sales Director at Gymlib

#8 HelpSquad

HelpSquad is your 24/7 customer service outsourcing partner. We handle live chat, SMS, email, phone, and all other communications for your end-customers, allowing you to focus on your core business.

Our seamless integration with Salesforce ensures the automatic creation of leads and contact records after every interaction, complete with tagged interactions and escalations to tier 2 when needed.

How does integrating this tool improve Salesforce?

• Enhanced Efficiency: Automatically creating leads and contact records in Salesforce after every interaction saves time and reduces manual data entry.
  
• Improved Customer Tracking: Tagged interactions ensure all customer communications are organized and easily accessible, providing a comprehensive view of customer history.
  
• Seamless Escalation: Automated escalation to tier 2 support when needed ensures that complex issues are promptly addressed by the right team members.
  
• Focus on Core Business: Outsourcing customer service allows your team to concentrate on core business activities, enhancing overall productivity and growth.
  
• Cost-Effective: Reduce the costs associated with hiring, training, and maintaining an in-house customer service team by leveraging HelpSquad’s expertise and infrastructure.

How do you integrate HelpSquad with Salesforce?

You can set up integration with Salesforce by simply authorizing your sandbox or live Salesforce account. This one-click integration process is quick and easy. We utilize the Salesforce API to manage and streamline your communication records.

#9 Coupler.io

When using Salesforce, you have a lot of data available that’s hard to handle. Coupler.io is the solution for managing and analyzing it. This automation and analytics platform allows you to extract, transform, organize Salesforce data and create insightful automated reports.

How does integrating this tool improve Salesforce?

• With Coupler.io, you connect Salesforce to Google Sheets, Looker Studio, or other BI tools, databases, and spreadsheets.
• It allows you to schedule the refresh of your Salesforce data export.
• The platform has a gallery of free interactive dashboard templates for comprehensive Salesforce data analysis.

How do you integrate Coupler.io with Salesforce?

You don’t need any coding knowledge to set up this integration.

On the Coupler.io web application, choose Salesforce as the source app → set up a destination app → choose pre-set transformation or customize extraction. Done!

That’s a great tool to connect to analytics app like Looker. Setup is easy and pricing is decent.

Aurélien P., Product Builder

#10 PlanRadar

PlanRadar is an award-winning digital B2B platform for documentation, task management and communication in construction and real estate projects. The platform enables teams to increase quality, cut costsand realise work faster.

Today, PlanRadar serves more than 120,000 users across 65 + countries.

How does integrating this tool improve Salesforce?

• Enhanced Data Management: Salesforce can serve as a centralized platform where data from PlanRadar, such as project updates, site reports, and task statuses, can be stored and accessed. This leads to streamlined operations and better data consistency across the board.
• Automated Workflows: Integrating PlanRadar with Salesforce can automate routine tasks such as data entry, updates, and notifications. This not only saves time but also reduces the risk of human errors.
• Customized Reporting: Salesforce offers powerful reporting and analytics tools. By feeding data from PlanRadar into Salesforce, you can generate customized reports that provide insights into project progress, resource allocation, and overall efficiency.
• Scalability: As your needs grow, Salesforce’s robust platform can scale accordingly, handling increased data from PlanRadar without performance dips, thus supporting business growth.
  
• Enhanced Security: Salesforce offers high-level security features, which can help protect the sensitive data imported from PlanRadar.

Learn to integrate PlanRadar with Salesforce

PlanRadar has significantly improved our project management process. The ability to annotate plans and track tasks in real time has made communication much more efficient. The mobile app is a game changer, allowing immediate updates from the field and ensuring that everyone is always in the loop.

Jamie K.

#11 Storylane

Storylane is a demo automation platform that helps SaaS companies build interactive demos. It helps marketing, sales, and pre-sales teams create clickable demos that showcase your product’s best features effortlessly.

How does integrating this tool improve Salesforce?

• Create new leads or contacts captured from Storylane lead forms
• Update demo analytics for leads or contacts as custom objects

Learn to integrate Storylane with Salesforce

Our account contact is really quick to come back to us, and the support team has been great in being able to answer any of my questions and help with the set up of our SSO, for example.

I’m using it daily and getting better at using it. It was extremely easy to integrate with Salesforce and our SSO.

Jess S.

#12 LiveHelpNow

LiveHelpNow is an omnichannel customer service software platform designed to enhance customer support and engagement. It offers real-time live chat functionality, allowing businesses to interact with customers instantly and provide quick assistance.

Email ticketing streamlines email management by converting inquiries into manageable support tickets, while SMS support enables customer service via text messaging, reaching customers directly on their mobile devices.

How does integrating this tool improve Salesforce?

Salesforce users can benefit greatly from integrating LiveHelpNow. This integration ensures that all customer interactions, whether through live chat, email, SMS, or social media, are automatically recorded in Salesforce. This unified customer data creates a comprehensive view of customer history and interactions, allowing for better-informed decision-making and more personalized service.

Learn to integrate LiveHelpNow with Salesforce

#13 Compass

Compass offers services designed to simplify and automate sales commission management. By integrating with Compass, businesses can unlock significant benefits:

• Automated Plans: Design logic and automate complex commissions without coding.
• Sales Gamification: Motivate reps with engaging challenges, rewards, and competition.
• Performance Management: Track rep progress and optimize sales strategies with an intuitive platform.

How does integrating this tool improve Salesforce?

• Automatically transfer deal data, eliminating manual entry and streamlining the commission process.
• Connect sales data from salesforce for automated, error-free commission calculations and ensure on-time payouts.
• Gain immediate visibility into quota attainment, potential deal commissions, and other key metrics for both sales reps and managers.

How to integrate Compass with Salesforce?

1. Connect your database: After logging into Compass go to the integrations tab and select Salesforce. Login with relevant credentials and authenticate the data transfer. Select the objects that you want to import.
   
2. Map Fields: Once the integration is done, you can immediately map the necessary fields. Additionally, you can introduce new fields if any required information is absent from your current database.
   
3. Create incentive programs: Upon configuring your database, you can create multiple sales commission programs. Compass guarantees real-time database updates, ensuring accurate incentives.

#14 Cognism

Cognism is a sales intelligence tool with accurate data in EMEA, NAM, and APAC. Their Diamond Data® helps you connect with 87% of your list. Cognism will provide you with intent, technographic, and demographic data, as well as contact info.

How does integrating this tool improve Salesforce?

• Export contacts in bulk from Cognism’s web app.
• Sync data directly to Salesforce using the Chrome Extension.
• Sync activities and opt-out info between your Cognism Campaign and activities on your Salesforce records.

Learn to integrate Cognism with Salesforce

Cognism is a very intuitive tool and seamlessly integrates into my Salesforce instance. As a BDR, I spend most of my time prospecting into new accounts. With that, it is very important that I am getting accurate contact info. Cognism has provided me with just that.

Review on G2

#15 Visme

V​​isme is an all-in-one platform designed for creating presentations, documents, visual reports, data visualizations, and other visual formats. It is geared towards non-design professionals, allowing them to efficiently create engaging visual content.

How does integrating this tool improve Salesforce?

With Visme’s Salesforce integration, teams can streamline the creation process of their sales content by automatically pulling Salesforce data that live in properties into dynamic fields in their Visme projects.This makes it faster to update materials for each client.

This integration also captures published project analytics simultaneously within both the Visme and Salesforce dashboards.

How to integrate Visme with Salesforce?

Visme integrates with Salesforce via Zapier.

We use these guides in internal and client-facing scenarios, and everyone loves them. We also love the available branding which we recently started using, the automatically created branded templates are great, and they pull in your logo and colors automatically.

Ryan G., Mid-Market

#16 Woodpecker

Woodpecker is a cold email tool that adapts to the needs of salespeople, agencies, and individuals to get messages delivered to the recipient’s main inbox and bring more opportunities as a result.

How does integrating this tool improve Salesforce?

Integrating Woodpecker with Salesforce creates a smooth and seamless workflow from the first touchpoint with a contact to closing a sale.

This integration automates the sales process from start to finish and syncs data in order to get your team members on the same page and boost their productivity.

How to integrate Woodpecker with Salesforce?

Woodpecker integrates with Salesforce via Zapier.

First, we can see our entire teams activity in one place. Second, the AI is incredible and saves us hours every week on writing content. Finally, they have an integration with dux-soup so you can send LI connections and messages right through the platform.

Ashley A.

#17 Hubstaff

Hubstaff Salesforce Time Tracking is an application designed to track the time your team spends on Salesforce tasks. With Hubstaff, you can view productivity trends, manage payroll, and enhance your team’s efficiency through detailed time tracking, optional screenshots, and activity levels. This seamless integration with Salesforce allows you to focus on what matters most – your business growth.

How does integrating this tool improve Salesforce?

• Accurate Time Tracking: Easily track the exact time your team spends on assigned Salesforce tasks.
• Enhanced Productivity Monitoring: Optional screenshots and activity levels provide a clear view of how your team works.
• Automatic Updates: Hubstaff syncs with Salesforce to automatically update tasks, saving time and reducing manual effort.
• Comprehensive Reporting: Automatically generated time reports keep you organized and allow for easy export or email sharing.
• Work Notes: Team members can add notes directly into the Hubstaff app, which appear in automatic reports, ensuring transparency and accountability.

Learn to integrate Hubstaff with Salesforce

Hubstaff has been instrumental in boosting my productivity. Its time-tracking features are intuitive and reliable, helping me manage my tasks efficiently. The detailed reports and seamlessintegrationwith other tools are fantastic. Highly recommend Hubstaff to anyone looking to streamline their workflow!

Maria Jonafer F. – G2 review

#18 Coefficient

Coefficient automates live data in Google Sheets or Excel, keeping your reports up-to-date. Connect to any source system with one click and sync data automatically. Get Slack and email alerts for monitoring. Coefficient bridges the data gap, allowing business users to access and analyze data without relying on IT.

How does integrating this tool improve Salesforce?

• Instant Data Import: Import Salesforce data in seconds with a one-click connection.
• No-Code Data Management: Import Objects and Reports through an intuitive no-code UI.
• Large Data Set Handling: Easily pull large Salesforce data sets into Google Sheets.
• Automated Updates: Keep your data up-to-date automatically in Google Sheets.
• Real-Time Dashboards: Launch pre-built Salesforce dashboards directly within Sheets.

Learn to integrate Coefficient with Salesforce

#19 TMetric

TMetric is time tracking and productivity software. It helps businesses and individuals track their time spent on tasks and projects, manage time off, create invoices for clients, and generate reports. Its best features include time tracking, timesheets, desktop and mobile apps, and integrations with various popular services.

How does integrating this tool improve Salesforce?

• Streamlined Workflow: Integration allows for seamless time tracking within Salesforce, enhancing productivity by eliminating manual processes.
• Billing Precision: The integration ensures accurate billing by tracking billable hours directly within Salesforce, simplifying invoicing and fostering client trust.

Learn to integrate TMertic with Salesforce

We’ve found TMetric to be both user friendly and robust. It was easy to setup which allowed us to begin leveraging the tool immediately. It also provides multiple layers of reporting which provides value to our organization on a number of different levels.

Brian Reilly, BankBound

Conclusion

As tech stacks continue to grow, so does the time your employees spend switching between tools and looking for information. The key to an efficient and productive workplace is clear – a unified interface that removes as much redundancy as possible.

Thankfully, with one-click integrations, that goal is more achievable than ever before. And you can get started right now with the 16 best Salesforce integrations covered in this article, regardless of what your business needs and objectives are.