Blog Article

9 Salesforce Integrations That You Should Use For Your Business


Alok Kumar
By Alok Kumar | Last Updated on February 18th, 2024 11:42 am | 4-min read

Salesforce is one of the most popular CRM platforms that you can get. Most major companies across the world use Salesforce to get the most out of their leads. Salesforce has been instrumental in the success of many businesses around the world. However, in today’s fast-paced business environment, having a good software solution isn’t enough. Modern software needs to communicate and work together automatically. However, most software still lacks proper integration support. Sometimes, even existing integrations aren’t enough. Businesses can have very specific use cases that require them to either manually do the work or create special protocols to ensure the smooth functioning of their business. However, there is a modern-day solution. Workflow automation is a rising class of software that can allow you to create automated custom integration and workflows. This allows you to integrate various software like Salesforce with any software that you desire.Workflow automation software is a codeless interface meaning that anyone can create an automated workflow for themselves. If you are reading this, you’re in the right place. Appy Pie offers an excellent workflow automation solution. Called Appy Pie Connect, Appy Pie’s workflow automation solution can be used to integrate over 150 software and can create 1000+ integrations and automated workflows. It also lets you create your own integrations for Salesforce. Here are some of the most popular Salesforce integrations:

  1. Integrate Salesforce and Google Calendar
  2. One of the most interesting and important integrations is between Salesforce and Google Calendar.
    1. Create a new event automatically on Google Calendar, with details in each field whenever a new event is added to Salesforce.
    2. Create a new detailed event on Google Calendar automatically whenever a new lead is added to your Salesforce account.
    3. Create a new Salesforce event automatically whenever a new event is created on Google Calendar.

  3. Integrate Salesforce with Outlook
  4. Appy Pie offers you the ability to integrate Salesforce and Outlook. With Outlook’s webmail features and Salesforce CRM, you can turn your sales teams into a powerhouse. Here are some of the integrations on offer.
    1. Create a new account automatically on your Office 365 account whenever a new account is created on your Salesforce account.
    2. Create a new corresponding event automatically on your designated calendar whenever a new event is created on your Salesforce account.
    3. Create a new contact automatically on your Salesforce account whenever you receive a new email on your Outlook account.

  5. Integrate Salesforce with Hubspot
  6. Salesforce and Hubspot are two competent software that many businesses around the world use. Appy Pie offers unique integrations for the two software that can help you automate the simplest of tasks.
    1. Create a ticket automatically on Hubspot whenever there is a new lead in Salesforce.
    2. Automatically create a deal in HubSpot whenever a new deal is created in Salesforce.
    3. Create a company automatically in HubSpot whenever a new opportunity is created on Salesforce.

  7. Integrate Salesforce with Mailchimp
  8. Mailchimp is one of the most used email marketing software that organizes all your leads in one convenient place. Combined with Salesforce, a Mailchimp integration can automate key business tasks.
    1. Automatically add a new subscriber to a Mailchimp list of your choice whenever a new contact is created in Salesforce.
    2. Create a new subscriber to a Mailchimp list of your choice automatically whenever a new lead is added to your Salesforce account.
    3. Create a new opportunity on Salesforce whenever a new list is created on your Mailchimp account.

  9. Integrate Salesforce with Gmail
  10. Some businesses use Gmail for convenient communication with customers. While Salesforce supports Gmail, there are certain functionalities that can only be had through an integration.
    1. Create a new attachment automatically on Salesforce whenever a new attachment is received on Gmail.
    2. Create a new email draft automatically on Gmail whenever a new event is created on Salesforce.
    3. Create a new lead on Salesforce automatically whenever a new email is received in a specific Gmail inbox.

  11. Integrate Salesforce with Zendesk
  12. Salesforce is an excellent CRM. However, companies commonly use cloud-based software such as Zendesk for their customer support needs. With an integration between the two, you can truly enhance the customer experience in various ways.
    1. Create a new user automatically on Zendesk whenever a new lead is added to your Salesforce.
    2. Automatically update an existing Zendesk ticket whenever the record of a specified Salesforce object is updated
    3. Create a new organization on Zendesk automatically whenever a new case is created in your Salesforce account

  13. Integrate Salesforce with Slack
  14. Slack is a team collaboration software used by 11 million businesses around the world. With an integration between Salesforce and Slack, you can get more done and automate certain key processes within your organization.
    1. Send a direct message automatically to a user or yourself through the Slackbot whenever there is a new lead added to your Salesforce account.
    2. Automatically post a new message to your chosen Slack channel whenever a new opportunity is created on your Salesforce.
    3. Post a new message to your chosen private Slack channel automatically whenever a new taks is created on your Salesforce account.

  15. Integrate Salesforce with Microsoft Teams
  16. Similar to Slack, Microsoft Teams is the tool of choice for larger enterprises around the world. Teams is an amazing tool that when integrated into Salesforce finds solutions for a lot of problems.
    1. Post a new message automatically to a Microsoft Teams channel of your choice whenever a new lead is added to your Salesforce account.
    2. Send chat messages on Microsoft Teams automatically whenever you create a new event on Salesforce.
    3. Automatically create a new chat on Microsoft Teams whenever a new account is created on Salesforce.

  17. Integrate Salesforce with Trello
  18. Trello is a communication app for small and medium sized organizations. It uses a more graphical interface and many organizations prefer Trello to other team communication platforms.
    1. Automatically create a new card on a specific Trello board and list whenever a new contact is created on Salesforce.
    2. Create a new opportunity automatically on Salesforce whenever a card is archived in your Trello account.
    3. Add one or multiple members to a specific Trello card automatically whenever a new lead is added to Salesforce

    Summing Up

    Salesforce is an excellent tool that can be made better with certain simple integrations through Appy Pie Connect. Appy Pie Connect currently offers a free trial that you can utilize and create your own integrations as you please. Appy Pie also offers integrations for other software. Check it out today!

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Alok Kumar

Chief Customer Officer at Appy Pie