Salesforce is already one of the most popular and fastest-growing CRM platforms available. With it, you can manage every aspect of your customer relationship and track the complete customer journey with your product, from prospecting to following-up after a sale. Even better, you can build up on the base Salesforce platform with integrations. You can choose from thousands of apps, found primarily on Salesforce Appexchange, that add more functionality to the platform or automate more processes. Ultimately, Salesforce integrations will bring your CRM experience to the next level.
Of course, with so many Salesforce integrations available, it can be challenging to pick the best ones for your business. Fortunately, you can use Salesforce Appexchange to search for integrations based on type, industry, name, price, and rating. Or, if you want some quick recommendations, you can check out our list of the top 10 Salesforce integrations. In this list, you will find apps that let you screen record, sign electronic documents, collect customer feedback, and more!
So, without further ado, here are our picks for the 10 best Salesforce integrations of 2021.
10 Best Salesforce Integrations for Any Business
Salesforce Pardot is a top integration offered by Salesforce directly. It adds B2B marketing automation to the platform, including email marketing, leads nurturing and scoring, and ROI reporting. You can track prospects on your site, score them based on parameters you set, and prioritize your top leads. Pardot pricing begins at $1,250 per company per month, with discounts offered for nonprofits.
Covideo’s Salesforce integration syncs the data from your Covideo account to your Salesforce account. With Covideo, you can record and send a video email to prospects and customers. Then, on Salesforce, you can track emails sent, emails opened, CTA clicks, and video views. This way, you can track how your video email marketing efforts stack up from within your favorite CRM. Covideo pricing begins at $49/user/month, with custom pricing offered for teams. The Salesforce integration is included in every Covideo plan.
Talkdesk adds a cloud-based contact center to Salesforce so you can offer exceptional customer service from within the platform. The Salesforce integration includes integrated voice and SMS channels, outbound caller ID, automated messaging and workflows, and intelligent routing that connects customers with the right agent. You can even manage all customer service agents and simplify the customer service process within Salesforce. Talkdesk starts at $75/user/month.
GetFeedback is an inexpensive, high-rated Salesforce integration that lets you collect and manage customer feedback within the platform. Using it, you can build custom surveys in Salesforce or use pre-built survey questions and templates. Then, you can set when to send surveys and through what channels. GetFeedback also maps survey responses and analyzes feedback data, which it can then send to key stakeholders and customers. GetFeedback starts at only $1/user/month, with discounts for nonprofits.
DocuSign lets you send, sign, track, and save agreements from within Salesforce. You can generate agreements using templates, customizable fields, and Salesforce contacts. Recipients can also electronically sign documents from any device. You can also collect payments at the time of signing and save payment information in Salesforce. DocuSign begins at $30/user/month.
6. Rollup Helper
Rollup Helper‘s Salesforce integration lets you roll-up any Salesforce data with just a few clicks. You can count, sum, max, min, average, percent, text, formula, custom object, and multi-currency roll-ups. You can also lookup any roll-ups and conduct roll-ups for monthly or year-over-year reporting. By automating rolling-up data, you can save the time it would take to code reports or track down large amounts of data. Rollup Helper can be used for free for up to 3 roll-ups, but only for sum, max, min, average, and count roll-ups. Rollup Helper premium with all features begins at $1,740/organization/year.
7. Conga Composer
With Conga Composer, you can generate digital documents with data from Salesforce using customizable templates. You can create quotes, proposals, invoices, contracts, work orders, reports, and more. These documents can be saved in the following formats: Word, Excel, PowerPoint, PDF, and HTML email. Conga Composer starts at $20/user/month.
8. Map Plotter
Map Plotter is a free Salesforce integration that lets you plot your customers’ locations on Google Maps. You can plot the locations of accounts, contacts, and leads and plot travel routes between points. This is especially useful for organizations that meet with leads and customers in-person when conducting business. Map Plotter also provides a travel guide for each location, providing weather and other relevant information.
9. 360 SMS
With 360 SMS, you can send and receive SMS, MMS, Facebook Messenger, WhatsApp, iText, and Chatbot messages from within Salesforce. You can set up SMS, MMS, CTI, and ringless voicemail campaigns and automatically update customer responses in Salesforce. You can also set up bulk, scheduled, and trigger-automated SMS so that you always reach out to customers exactly when you want to. 360 SMS starts at $7/user/month, with discounts offered for non-profits.
TargetRecruit is the best Salesforce integration for staffing and recruiting departments and agencies. It offers a fully customizable applicant tracking system so that you can find, engage, and place applicants as quickly as possible. You can search and match candidates, onboard new hires, and create timesheets and billing. TargetRecruit begins at $150/user/month.
Making the Most of Your Salesforce Account
The best way to get the most out of your Salesforce experience is by adding top integrations that add new features to your platform and automate old ones. All of the above integrations are excellent tools that can save you time by helping you connect better with prospects and customers. If you would like to check out even more of the top Salesforce integrations, then go on the Salesforce Appexchange to search for top-rated, trending, and sponsored integrations.
If you’re interested in how Covideo can upgrade your Salesforce experience, you can contact us for a demo or sign up for a free 7-day trial. We guarantee that our video messaging platform can help you connect with more leads, build better relationships with customers, and grow your business.