6 best Salesforce integration tools to boost your productivity

Salesforce has hundreds of robust features to improve your sales, marketing, and service processes. But there is always going to be a limit to how much you can achieve with a ready-made solution.

This is where Salesforce’s Application Program Interface (API), connectors, and AppExchange come in. 

These solutions allow you to gain access to thousands of Salesforce integration tools that supercharge user productivity, sales, and collaboration. 

These third-party apps merge with Salesforce’s data and functionality to deliver a unified experience that enables better business decision-making.

Want to ‘upgrade’ your Salesforce solution? Then read on, as we have curated the top Salesforce integration apps to pick from.

6 Salesforce integration tools that sales reps love

One of the best ways to make Salesforce even better for users – with no or minimal coding – is by connecting to the apps they use every day.

Choose the right tools to integrate with and you will be able to automate your business processes and build a connected customer experience.

Here are a few of the most supercharged app integrations we could find:

Cloudingo

If salespeople are busy or distracted, they may enter the wrong sales information or create a duplicate of an existing Salesforce record. Such data entry errors not only throw your forecasts way off, but also make sales decision-making more confusing. Salesforce does offer a few data quality functions but they are quite complex to run.

Integrate Salesforce with Cloudingo to fix data integrity issues just like this one. Cloudingo enables you to set up filters, identify and merge duplicate records, standardize customer data, and remove stale records. 

It even runs regular data checks to remove any duplicates that creep into standard or custom objects. 

Integration cost: Starts from $1,096 per year per business.

ScheduleOnce

“The early bird gets the worm” is an adage that applies perfectly to sales: the company that reacts first to leads generally bags the client. ScheduleOne’s online scheduling feature helps you capture, qualify, and engage with leads, all in a matter of minutes. 

How? By allowing website visitors to directly book a consultation or product demo with your sales team. First, the integration solution automatically matches the right sales member with the prospect. Then, it shares the booking details with the prospect and automatically updates the user’s Salesforce calendar.

This is a vast improvement from the typical challenge of long delays due to poor schedule or bandwidth visibility on behalf of the sales team.

The ScheduleOne Salesforce integration also helps automatically schedule business processes, such as customer onboarding and escalation to tier-two support.

Integration cost: Free

Tableau

Tableau-Salesforce connectors can turn your Salesforce records into actionable business insights that will improve your prospecting, lead management, pipeline coverage, and account management. The analytics platform also offers report templates so you can instantly visualize Salesforce data.

Thanks to its easy-to-set-up AI models, this integration allows every Salesforce user to automatically spot trends, predict outcomes, and get timely recommended next steps.

Integration cost: Starts from $15 per Salesforce user per month

Mailchimp

When you want to effectively manage personalized email campaigns directed at leads and Salesforce contacts, Mailchimp can help.

Once you integrate the two platforms, Mailchimp subscriber lists and Salesforce contacts are automatically synced. This bi-directional connection provides access to campaign stats and subscriber activity history within the Salesforce app, and at the same time, lets you send targeted communications to your customer base via Mailchimp.

Integration cost: Free

GetFeedback

Did you know that 80% of customers expect real-time responses to their interactions? Salesforce Chat helps with that. However, if you want to find out how customers feel about each interaction, consider integrating Salesforce and GetFeedback.

After every exchange, this seamless integration lets you shoot beautifully designed branded surveys into the Salesforce Chat window, brand website, or app. You can choose from feedback templates such as Net Promoter Score (NPS), Customer Satisfaction Score (CSAT), and Customer Effort Score (CES). The technology ensures customer responses are mapped to the specific contact’s record within the Salesforce platform.

What’s more, this Salesforce integration instantly assigns responsibility for follow-up actions, based on customer feedback, to the relevant sales rep. 

Integration cost: $1 per user per month

CalendarAnything

CalendarAnything may seem like a very simple solution, but it has the potential to shave hours off your sales team’s admin time, from scheduling meetings to booking event venues.

This platform provides a calendar view of your Salesforce object that is organized, grouped, and filtered as per variables of your choice. Zoom in to gain access to more specific details or zoom out for a top-level view.This integration also allows users to create and edit relevant Salesforce records directly from the calendar interface.

This Salesforce integration also allows you to create real-time roadmaps, project plans, and sales pipelines.

Integration cost: starts from $13.75 per year per user

FAQs on Salesforce integration