12 Best Salesforce Integrations for Sales Teams in 2024
Are your SDRs spending most of their time in Salesforce?
Salesforce reported that SDRs spend more than ⅔ of their time keeping records, managing tools, and even data entry.
Help your SDRs make more time for prospecting and actual selling with Salesforce integrations.
When do you need a Salesforce integration?
Salesforce integrations are necessary if you want SDRs to spend less time on admin work like syncing lead and customer data, updating sales records across all platforms, and tracking sales opportunities.
For example, you can optimize your sales contract management by integrating Salesforce with a contract lifecycle management (CLM) tool such as Avokaado.
There are other Salesforce integrations that could help your sales team perform their best every day. Let’s look at 12 Salesforce integrations for sales teams.
What are the best Salesforce integrations for sales teams?
If you want your team to be better at what they do, check out these Salesforce integrations:
Avokaado is an all-in-one tool for end-to-end contract management. This solution is well-suited for sales that deal with a large number of documents regularly, such as contracts, proposals, and agreements that require review, approval, and distribution.
With Avokaado, setting up the integration with Salesforce is easy. Once you've mapped the necessary fields, you're all set for a seamless document management!
How does Avokaado integrate with Salesforce?
Document management for sales teams? Avokaado CLM will accelerate deal closures and streamline sales processes. It works with Salesforce by:
pulling contact and deal data directly from Salesforce into its CLM, helping you generate new contracts with pre-populated information;
leveraging pre-made contract templates to create sales agreements within seconds, ensuring consistency and adherence to organizational standards;
monitoring and automating document workflows based on opportunity stages, such as proposal generation and contract negotiations;
routing Salesforce-populated contracts automatically for reviews and e-signatures.
Benefits of the Avokaado integration with Salesforce
The Avokaado-Salesforce integration is the solution for automating document creation and contract lifecycle management directly from Salesforce. With this integration, there’s only a single source of truth for contract data as all contract-related activities are within Avokaado, which also means there’s no need to switch between multiple systems.
Capterra user rating: 4.9/5
2. ZoomInfo
ZoomInfo is a data enrichment and prospect intelligence platform for finding and closing customers efficiently. When all the required prospecting information is in one place, it makes the sales process go easier and faster. It’s also straightforward to use so you can get up and running with minimal effort or training.
How does ZoomInfo integrate with Salesforce?
ZoomInfo is a must-have tool for sales teams to identify the right contacts to reach out to. It works with Salesforce through:
lead enrichment to enhance data quality and usefulness the moment a record is created within Salesforce;
building a search directly inside Salesforce, enabling them to filter best-fit prospects on demand;
extracting and accessing comprehensive data and insights about your potential customers, existing contacts, and the companies they’re associated with.
Benefits of the ZoomInfo integration with Salesforce
ZoomInfo and Salesforce integration ensures the CRM is consistently populated with current, market-ready information about contacts, prospects, and companies. This helps organizations maintain an up-to-date and enriched database of contact information within their Salesforce system.
Capterra user rating: 4.1/5
3. LeanData
LeanData is a lead/account scoring and routing tool that matches the right leads to the right sales representatives. It connects the revenue tools you use so that buyer signals are captured and acted on right away. Once you set it up, it's easy to maintain, so you can just let it run in the background and do its magic.
How does LeanData integrate with Salesforce?
Leandata is a powerful tool for routing leads in Salesforce and works with Salesforce by:
ensuring complex routing is done right and all Salesforce fields are updated correctly
automatically associating leads with the correct accounts through automated lead-to-account mapping, enabling better lead prioritization and account-based strategies;
keeping lead and account information in Salesforce up-to-date, accurate and consistent, enabling better decision-making and follow-up actions.
Benefits of the LeanData integration with Salesforce
LeanData and its Salesforce integration automates assigning leads to the relevant sales representatives based on customizable rules and criteria. By automatically matching leads to existing accounts and deduplicating records, LeanData helps maintain a clean and accurate Salesforce database, while accelerating deal closing.
Capterra user rating: 4.4/5
4. Trello
Trello is a web-based project management and collaboration tool that uses a Kanban-style visual board system. It helps teams organize tasks, projects, and workflows in a flexible and intuitive manner. Trello's main appeal is its simplicity, making it a preferred choice for teams seeking a straightforward approach to project management.
How does Trello integrate with Salesforce?
Trello streamlines workload by centralizing tasks, assignments, and communication in one place. It works with Salesforce by:
allowing users to create Trello cards directly from Salesforce records, such as leads, opportunities, cases, or custom objects;
attaching leads directly to cards keeping all relevant information like contact information, industry notes, and company details;
viewing sales pipeline health at a glance.
Benefits of Trello’s integration with Salesforce
By integrating Trello with Salesforce, sales teams benefit from improved visibility, collaboration, task management, and customer data accessibility. This leads to more efficient sales processes, better customer relationships, and increased revenue generation.
Capterra user rating: 4.6/5
5. Slack
Slack is a communication platform that also serves as a centralized workspace where team members can communicate, share files, and collaborate on projects in real time. It’s organized around channels, which are dedicated spaces for different topics, projects, or teams. Channels can be public (open to everyone in the organization) or private (accessible only to invited members).
How does Slack integrate with Salesforce?
Slack enhances collaboration, communication, and productivity for sales teams. It works with Salesforce by:
creating reminders and tasks in Slack based on Salesforce data;
enabling sales to share and preview Salesforce records, such as accounts, contacts, leads, or opportunities, directly in Slack channels or direct messages;
pinging the team in Slack channels or sending direct messages when certain events occur in Salesforce such as new leads, opportunities, or account updates — in real time.
Benefits of the Slack integration with Salesforce
With this integration, your Salesforce apps can seamlessly communicate and share information in Slack. This empowers sales to easily collaborate around customer information, opportunities, and cases. This streamlines discussions, making way for faster decision-making without constantly switching between different applications.
Capterra user rating: 4.7/5
6. LinkedIn Sales Navigator
LinkedIn Sales Navigator is a sales prospecting and lead generation tool. It helps sales professionals find, qualify, and engage with potential customers and prospects. Because most of its data comes from LinkedIn, it has a wide range of accurate leads available.
How does LinkedIn Sales Navigator integrate with Salesforce?
The LinkedIn Sales Navigator Salesforce integration enables your sales team to develop a holistic understanding of each buyer. It works with Salesforce by:
importing leads and accounts from LinkedIn Sales Navigator directly into Salesforce;
enriching existing Salesforce records with additional data from LinkedIn profiles;
tracking updates and changes to leads and accounts from within Salesforce.
Benefits of the LinkedIn Sales Navigator integration with Salesforce With LinkedIn Sales Navigator and Salesforce, you’ll streamline your entire lead generation process by combining powerful prospecting capabilities. You can focus on closing deals and building relationships by targeting the right buyers, understanding key insights, and making outreach more personalized.
Capterra user rating: 4.6/5
7. Outreach
Outreach is a sales engagement platform for creating and closing your sales pipeline. The system integrates all sales activities into a seamless workflow. In addition, SDRs learn what works for your customers with sales forecasting and artificial intelligence.
How does Outreach integrate with Salesforce?
Outreach helps sales teams manage workflows, engage with prospects more effectively, and win more deals. It works with Salesforce by:
automatically adding new leads to Outreach and reflecting outreach activities such as emails and calls in the contact/lead record within Salesforce via bi-directional sync;
automatically adding new leads from Salesforce to prebuilt email sequences;
mapping custom fields to ensure all the relevant information about your prospects and customers is accessible in both systems.
Benefits of the Outreach integration with Salesforce
Outreach-Salesforce integration gives sales teams easy access to customer data, showing you what you need to do in order to succeed consistently. You’ll get a detailed insights into the sales process by combining activity data from Outreach with opportunity details in Salesforce.
Capterra user rating: 4.4/5
8. Calendly
Calendly is scheduling software for connecting with potential clients efficiently. The ease of setting up meetings allows sales to increase close rates, increase their sales pipeline, and spend more time selling.
How does Calendly integrate with Salesforce?
Calendly integrates with Salesforce for smarter scheduling and better coordination between sales teams and their prospects. It works with Salesforce by:
keeping customer data updated in Salesforce when a customer books an appointment through the Calendly link;
configuring Calendly to work with various Salesforce objects, including leads, contacts, opportunities, and even custom objects;
mapping information collected through Calendly booking forms to relevant fields in Salesforce
Benefits of the Calendly integration with Salesforce
The Calendly Salesforce integration enhances sales productivity, improves customer experiences, and provides better visibility and control over sales calls. No more back-and-forth emails — just prospects self-scheduling meetings and you, focused on selling.
Capterra user rating: 4.7/5
9. Demandbase
Demandbase is a sales tool primarily used for account-based marketing. This tool helps you pinpoint the most promising B2B accounts that align with your ideal customer profile. It uses various data sources and AI to identify these high-value targets.
How does Demandbase integrate with Salesforce?
Demandbase provides account intelligence and engagement data. It works with Salesforce by:
syncing account data, including firmographic information and technographic data with Salesforce accounts and opportunities;
automating workflows such as sending triggers in Salesforce based on buying intent in Demandbase;
leveraging AI to analyze B2B engagement and prioritize accounts for Salesforce.
Benefits of the Demandbase integration with Salesforce
The Demandbase Salesforce integration supplies you with AI-driven account insights so you’ll know which leads to prioritize, boosting conversion rates.
Capterra user rating: 4.4/5
10. Seismic
Seismic is a sales enablement platform that contains all the content sales need to do their jobs better. It provides a centralized repository ensuring everyone can access the latest presentations, product demos, battle cards, and other sales materials.
How does Seismic integrate with Salesforce?
Seismic integrates with the CRM for a more data-driven and efficient sales environment. It works with Salesforce by:
syncing its content library with Salesforce;
suggesting or inserting relevant content into presentations or proposals based on Salesforce records;
tracking content usage within Salesforce to see which content performs best with specific customer segments or deal stages.
Benefits of the Seismic integration with Salesforce
The Seismic Salesforce integration equips sales teams with the right content at the right time and improves content visibility and effectiveness for more effective selling.
Capterra user rating: 4.7/5
11. ActiveCampaign
ActiveCampaign is a marketing automation platform that helps sales teams automate lead nurturing campaigns more effectively. It automates multi-touch sales sequences of personalized emails, calls, and tasks to help prospects progress through the sales cycle.
How does ActiveCampaign integrate with Salesforce?
ActiveCampaign strengthens your sales efforts by creating a more personalized customer experience. It works with Salesforce by:
automating repetitive tasks such as sending follow-up emails;
adding new leads and contacts from Salesforce into ActiveCampaign for nurturing;
enabling bi-directional updates to avoid duplicate entries.
Benefits of the ActiveCampaign integration with Salesforce
The ActiveCampaign Salesforce integration gives you a complete view of the customer journey. That way, you can create and automate email campaigns and follow-ups using ActiveCampaign's sales automation capabilities based on Salesforce data.
Capterra user rating: 4.6/5
12. Salesloft
Salesloft is a sales engagement platform that keeps track of sales outbound activities. It gives visibility to each contact, account, and connected opportunities — practically what’s needed from the sales perspective. Using AI, it pings your revenue team when it detects buying signals from prospects so they’ll take the right steps at the right moments to close more deals faster.
How does Salesloft integrate with Salesforce?
Salesloft takes the guesswork out of prospecting and prioritizing the most promising leads. It works with Salesforce by:
logging all calls made and emails sent within its platform as activities in Salesforce;
automatically synchronizing and keeping Leads, Contacts, Accounts, and Opportunities up-to-date across both platforms;
tracking all updates to and from Salesforce, with detailed audit logs for transparency and control.
Benefits of the Salesloft integration with Salesforce
The Salesloft Salesforce integration gives valuable insights into prospect engagement and gives reps a clearer picture of their leads. New leads and contacts in Salesforce automatically flow into Salesloft, and sales activities logged in Salesloft are reflected in Salesforce.
Capterra user rating: 4.3/5
Which Salesforce integration will work best for your team?
Powerful Salesforce integrations will maximize your sales team's success. Prioritizing integrations requires a strategic approach that takes into account the following factors:
your sales process
the complexity of your sales cycle
alignment with marketing and other departments
your team size and structure
your existing technology stack
any specific feature needs
Then, identify areas where your sales team struggles most. If you need to qualify prospects, consider starting with LinkedIn Sales Navigator to enrich their data. Are your SDRs constantly double-booking leads? Work on the Calendly integration.
If contract management is causing delays, it’s best to focus on integrating a CLM such as Avokaado.
FAQs on Salesforce integrations:
1. What is a Salesforce integration?
A Salesforce integration is the process of connecting Salesforce with other software applications such as Avokaado to share data and functionality. This allows for a more streamlined workflow and eliminates the need for manual data entry across different systems.
2. What are the benefits of using Salesforce integrations?
Salesforce integrations help sales teams work smarter, make better-informed decisions in shorter time, and deliver seamless customer experiences throughout the sales cycle. As a result, revenues can be drastically improved.
3. Why would sales want to integrate Salesforce with other applications?
Integrating Salesforce with other sales applications expand Salesforce’s native functionality. The result is improved sales efficiency and productivity, as well as ease of doing their day-to-day tasks.
4. Why do sales need a CLM on top of Salesforce?
Poor contract management leads to higher costs, legal/financial risks, and collection problems. A CLM system such as Avokaado acts as a powerful extension of Salesforce, and allows your team to handle the complexities of contract management effectively. This helps close deals faster, minimize risks, and build stronger customer relationships.
5. What are the typical costs or investments associated with Salesforce integrations?
Depending on the complexity, customization needed, and the specific apps that need to be integrated, Salesforce integration costs can vary. Also, consider implementation services and support fees when budgeting for a Salesforce integration project.
Turn your CRM into a sales success engine
Having Salesforce is already great. Integrating it with other apps will double or even triple your sales team’s performance.
Start with a Contract Lifecycle Management (CLM) such as Avokaado. Streamline the entire sales process and free your sales reps time to focus on what matters most – closing deals.
Manage all your legal operations with a single, secure, and highly customizable Operational Intelligence Platform (OIP). For in-house legal teams, the Avokaado Platform offers an advanced Contract Lifecycle Management solution, providing an excellent toolkit to automate most daily tasks, including drafting, reviewing, negotiating, and executing agreements.
Streamline your procurement process with the Avokaado Platform for all procurement operations. Whether you are a procurement professional, purchasing agent, or vendor manager, the Avokaado Operational Intelligence Platform (OIP) will help you manage the procurement flow, from sourcing and contract negotiation to contract execution and monitoring.
Speed up deal closures with a fully automated contracting and negotiation process. Generate quotes and proposals. Negotiate and sign. Store and analyze. Everything is handled in a single, secure, CRM-integrated Avokaado Operational Intelligence Platform accessible in your browser.
Automate up to 90% of manual work when preparing, negotiating, and executing HR-related documents. Create and manage proposals, employee data forms, employment agreements, amendments, terminations, and even mass amendments. All in one private, secure, and GDPR-compliant workspace powered by Avokaado OIP.
Avokaado combines documents, data, and automated workflows under one streamlined Operational Intelligence Platform to drive revenue growth and achieve compliance on autopilot. Want to replace your manual processes and legacy systems with AI-driven, smart document flows?
