We reveal the best Salesforce integrations so that you can increase productivity, gain access to insightful reporting and make better decisions about where to spend your budget.
Salesforce is no longer used exclusively by sales teams.
As popular as Salesforce is, there are some things it can’t do straight out of the box.
Fortunately, Salesforce has 2,500+ integrations and apps so that you can personalise and build upon the existing functionality and unearth crucial insights to enhance your performance.
While it’s great to have access to so many options, choosing the right apps and integrations for your business can get overwhelming pretty quickly.
So, to make things easier, we’ve created a shortlist of integrations and apps so that you can unlock data not readily available in Salesforce.
Here’s what you’ll learn:
💡 Pro Tip
What if you could integrate your marketing source data with Salesforce? Now you can. Learn how to match data captured from lead generation such as web forms, phone calls and live chat with revenue data in Salesforce and gain end to end visibility of your customer journeys.
Learn how to track marketing source revenue in Salesforce
Salesforce integrations allow you to connect your CRM software with the third-party applications you use each and every day to enhance your productivity.
The sole purpose of Salesforce integrations is to automate key actions for your teams and provide them with important data needed to scale and improve your marketing and sales strategies.
According to Siftery, top companies use an average of 37 different tools or software platforms to run their day-to-day operations.
With that said, more and more businesses are now integrating their Salesforce CRM with other applications to help boost productivity and reduce busy work.
Here are some of the core benefits of connecting your Salesforce CRM with the apps you use every day.
Transferring data from one location to another is time-consuming and is increasingly difficult. When information gets passed automatically, not only does it allow you to manage your time more efficiently, but it reduces the chances of data getting uploaded incorrectly.
Your teams can take a collaborative approach to your commercial operations, under what constitutes a quality lead and how marketing, in particular, affects the conversion and sales cycle.
Having your data readily available in one place will allow you to make faster and better decisions to improve your performance and drive more revenue.
In this day and age, sales and marketing alignment is crucial if you want to reduce costs and maximise your growth.
Every day your marketing team collects actionable data on your visitors and campaign performance, whereas sales spend their time engaging with prospective customers learning about what challenges they face.
To achieve a good working relationship between sales and marketing, they both must share and collaborate on their insights.
By integrating your marketing tools with Salesforce, both teams can gain access to crucial information that will help attract more leads and retain more customers.
Let’s jump right into our list and start by taking a look at some of the best Salesforce apps and integrations for marketing teams.
Connect your Salesforce CRM with attribution and analytics applications to get a better understanding of your customer journeys. Below is a list of attribution and analytics integrations to help you get started.
In the sixth edition of the state of marketing, Salesforce revealed that unifying and operationalising customer data to create cohesive journeys is a particularly daunting challenge for digital marketers.
But, with Ruler, you can make those challenges disappear.
Ruler is a marketing attribution solution that aligns revenue from Salesforce with your marketing source data. It works by tracking your visitor’s touchpoints and page journeys over multiple sessions, keywords, ads and more.
When a visitor converts into a lead, Ruler will map their conversion details to their marketing touchpoints to create a customer journey. The marketing source and conversion data is then sent to Salesforce. Here, your sales team will be able to understand which marketing channels and campaigns are driving the highest quality leads.
Eventually, your leads will convert into a customer or deal. When this happens, the revenue data is passed back to Ruler, allowing your marketing team to track which campaigns, keywords and ads lead to the most revenue.
Pricing: Starts at £199 per month (agency rates also available). Click here to see pricing.
Review: “Ruler has supported us to increase leads by 24% over the last 6 months. This is largely down to being able to track which channels are working and generating enquiries, therefore prioritising budget into best-performing channels.”
💡 Pro Tip
Want more information on Ruler and the services we offer? Book a demo to see Ruler in action and learn how it can help evidence your marketing’s impact on revenue.
Book a free demo of Ruler
Brainshark provides businesses with the training, coaching and content needed to prepare salespeople when, where and how they work. As such, Brainshark Analytics provides reps with seamless access to a complete solution for training, coaching, and content right from your Salesforce environment.
Integration Cost: From $5/user/month.
Review: “The Brainshark app allows you to easily produce rich, trackable demos that would be much more difficult to produce incomparable apps. The integration with Salesforce is especially nice since we have a need for sending it’s rich collateral to leads and tracking the details of the touch.”
Tableau is a sophisticated analytics platform. This software helps you explore and visualise your data so that you can leverage analytical insight across your organisation. Integrate Tableau with Salesforce for increased visibility and a deeper understanding of your customers.
Integration Cost: From $70 per user/month.
Review: “The speed to access meaningful visuals is off the charts. Analytics made easy, data made intelligent.”
Campaign management apps and integrations can automate time-consuming tasks and provide valuable insights that help businesses maximise their ROI. Browse our recommendations below.
AAkonsult is a consultancy and development company that specialises in Salesforce applications. Campaign Status by Akkonsult allows you to create custom default statuses for your business and lets you assign those defaults to reoccurring campaigns.
Integration Cost: From £15 per company/per month.
Review: “I just needed a simple way to solve the campaign members statuses management issue. This app solved my issue right away.”
Terminus is an account-based marketing platform that allows you to target companies, connect with key decision-makers and accelerate sales pipeline velocity. The Salesforce integration allows customers to bring account, contact and campaign information into your Terminus account.
Integration Cost: From $24,000 per company/per year.
Review: “Terminus is efficient to use and very powerful for targeting the right companies with specific messaging in our digital ads. With its Salesforce integration, Terminus makes targeting accounts extremely easy.”
Allocadia helps marketers by providing them with planning, budgeting and performance software to optimise marketing investments and generate business results. Use Allocadia to assign marketing activity or budget to your active Salesforce campaigns.
Integration Cost: From $75 per user/per month.
Review: “The Allocadia interface is simple to use and understand, which helps end-user adoption. The platform itself contains powerful analytic tools that easily display a visual representation of your data. Allocadia is purpose-built for marketers and geared to easily track marketing performance.”
With the right lead generation apps and integrations, you can effectively convert more leads into sales. Below is a list of lead generation apps and integrations to help you get started.
Clearbit helps you to connect with other decision-makers based on your existing customer data in Salesforce. It enriches your CRM with accurate contact details so that you can focus on driving the right leads.
Integration Cost: $18,000 per company/per year.
Review: “It allows our marketing team to append information we aren’t getting from our web forms. The Sales team love the additional data they get outside of what would be available by searching on LinkedIn or other 3rd party apps.”
Cognism supplies sales and marketing teams with high-quality B2B contact data. Integrate Cognism with Salesforce to generate contacts based on your ideal customer and unearth new opportunities within your existing CRM records.
Integration Cost: From $1,000 per company/per month.
Review: “Being a customer of Cognism has allowed our reps to focus their time speaking to decision-makers not searching for their emails or numbers and then entering those into our CRM – and that’s having such a positive impact on our metrics.”
ScheduleOnce allows online scheduling throughout the entire sales cycle. Website visitors have the opportunity to schedule a consultation or product demo directly from your website. When a booking is inspired, your calendar and Salesforce are updated automatically.
Integration Cost: Free.
Review: “The ScheduleOnce app has been very helpful to our sales team and to our training team in particular who takes advantage of the Salesforce and GoToMeeting integrations.”
Event Management apps and integrations can help you maximise registrations while minimising time-consuming tasks. Let’s take a look at some of our top event management apps and integrations.
Blackthorn Events is a native Salesforce event management and registration solution. It helps facilitate the registration process for your attendees and comes with customisable forms and automated email communications.
Integration Cost: From $505 per company, per month.
Review: “Honestly, the app integration for events is incredible. Not only that, but the staff support to help us make the product function nearly seamlessly has been beyond amazing.”
Bookingkare is an all-in-one solution for event management and appointment scheduler for professional services. It has an easy-to-use, intuitive interface as well as integrated chat and calendars, which gives you the ability to completely control every aspect of scheduling and booking in Salesforce.
Integration Cost: £20 per user, per month.
Review: “I absolutely loved how easy it was to manage the app. The fact that changes were immediately reflected on both on the salesforce instance and the website were invaluable. I’ve already recommended it to another organization that is using it for an event next week.”
Zkipster is a check-in and event management software trusted by event professionals worldwide. The Salesforce integration with Zkipster allows you to automate secure and time-saving workflows between your CRM and event platforms.
Integration Cost: £4,000 per year/per integration.
Review: “Zkipster makes the event check-in experience seamless. Our staff can identify appropriate guests, alert us when VIPS arrive, and diners to their proper tables with the new seating tool.”
Marketing automation allows you to connect, operate, and sync marketing tasks and workflows with other programs. Find marketing automation apps and integrations for Salesforce so that you can focus on driving operational efficiencies and ROI.
Active Campaign is a customer experience automation solution that lets you create personalised email marketing campaigns combined with information you have stored in your Salesforce CRM. Send leads into your marketing email automation flows and track how your prospects engage with your messages.
Integration Cost: $9 per month/per company.
Review: “I’ve been using ActiveCampaign (AC) for a couple of years now and I just keep expanding my use of it. The integrations are easily accomplished, most recently with Salesforce, and things get up and running quickly. The automation is excellent, easy to design and monitor.”
Pardot is a native marketing automation and lead generation tool from Salesforce. It allows you to create targeted email campaigns and offers lead management for B2B sales and marketing teams.
Integration Cost: From $1,250 per company/per month.
Review: “From the intuitive UI to the impressive knowledge base and great customer support, we have been able to accomplish what we have needed and more. The integration with Salesforce is almost seamless and has been extremely useful for providing insight for our Sales users and other departments company-wide.”
PFL Tactile Marketing Automation helps you drive more qualified leads with automated direct mail campaigns. The integration with Salesforce allows you to personalise and trigger high impact tactile messaging straight from your CRM.
Integration Cost: From $15,000 per company/per year.
Review: “We are not only more efficient because of the automation. We are saving money by only sending mail when we need to, instead of to all customers.”
The average sales representative spends 64% of their time on non-revenue activities, with administrative tasks responsible for 14.8% of this effectiveness burden.
Having the right apps and integrations in place can help your sales teams align data from multiple sources and eliminate some of the administrative challenges once and for all.
Let’s take a look at some of the best apps and integrations to help enhance your sales operations and productivity.
Yesware is an activity dashboard for Salesforce. It offers native reporting within Salesforce so that you can quickly visualise what’s working across your sales team – and what isn’t. Yesware has a mixture of activity and campaign dashboards to choose from.
Integration Cost: Free.
Review: “I was told this would be a few clicks to install and then all we’d have to do is hit refresh on the dashboards to visualize my team’s activity. I thought there’s no way! Business software is never that easy. It actually was that easy.”
Klipfolio is a real-time business dashboard that allows you to connect to, and combine, hundreds of data sources including Salesforce.com. One great feature is that Klipfolio has 10+ pre-built widgets so that you can transform your reports into easy-to-read visualisations.
Integration Cost: From $29 per company/per month.
Review: “We use Klipfolio to combine Salesforce data with other data sources so our team members can prioritize their work better through a single visualization rather than multiple tabs where activities and direction can get lost.”
The GSP sales dashboard provides essential pipeline and sales performance visibility for enterprise businesses. It’s fully customisable, so you can easily tailor it towards your sales and financial processes.
Integration Cost: Free.
Review: “Easy download, great information instantly accessible for our organization. Support with the dashboard has been fantastic as GSP answered each of our questions and even provided great suggestions on additional dashboards/tools.”
Email and calendar apps and integrations improve communication and help save time so that your sales team can focus on closing deals and driving revenue.
CalendarAnything is an application that allows you to view any of your Salesforce objects on a calendar. Create and edit your records right from the calendar interface.
Integration Cost: $150 per user/per year.
Review: “It works seamlessly with our Salesforce program and makes scheduling our projects and our installation trucks so easy.”
Ebsta seamlessly integrates your Gmail, Google Calendar and Salesforce CRM. It offers a list of productivity features to enhance your Gmail such as email tracking, meeting scheduler and personalised cadences.
Integration Cost: $30 per user/per year.
Review: “Once up and running, it offers an array of tools that make creating campaigns and scheduling, tracking, and logging emails a breeze. It fluidly speaks to multiple systems and aids in facilitating a more streamlined and automated sales process.”
Groove is a native Salesforce engagement platform. Its functionality serves as an engagement layer on top of your existing CRM system. The Groove sidebar allows you to view and update opportunities and cases, and create new leads, contacts and accounts.
Integration Cost: $30 per user/per month.
Review: “Groove integration is key for staying on top of your pipeline. Timing is everything, and knowing when your clients are viewing your emails goes a long way in helping close deals and hold stakeholders accountable.”
Productivity apps and integrations make you more efficient and can have a huge impact on your workload and bottom-line figures. See our top recommendations below.
Cloudingo is a data cleansing and management app that allows you to set up filters and identify duplicates throughout your existing Salesforce records. It’s easy to use and fully customisable.
Integration Cost: $1,096 per company/per year.
Review: “When merging multiple SFDC instances, we found ourselves with a massive database full of duplicates. Cloudingo helped us remove these duplicates in no time. I loved the ability to save searches and parameters for the future. It would have taken us a lifetime to clean up our SFDC without Cloudingo.”
Conga Grid makes your Sales data easy to see and fast to update. It allows you to navigate and visualise your data in a customisable grid interface.
Integration Cost: $18 per month/per user.
Review: “Conga Grid improves productivity within Salesforce by providing the ability to add and update data in an excel-like manner while still enforcing Salesforce security.”
Salesforce Adoption Dashboards allow you to view how users engage with your CRM. You can adopt the usage statistics to understand what you’re doing well and what needs improvement.
Integration Cost: Free.
Review: “I’ve installed this app a couple of days ago and it has proven to be very helpful in tracking the productivity within our teams. Highly recommended.”
What’s your favourite Salesforce integration? For us, it has to be Ruler (ok, ok we’re biased).
Optionis use Salesforce to manage their leads but struggled to see where their leads were coming from and how they were progressing. By integrating with Ruler, they were able to connect their data and close the loop from their revenue back to their marketing.
Want to learn more about how you can connect the dots between leads using Salesforce? Read our blog on tracking leads in Salesforce so you can better understand your impact on sales.