Salesforce is a cloud-based CRM software that brings together all customer data from products, sales, service and marketing teams. While it’s a powerful platform, some important features are only available with integrations.
No matter what your business is missing — better technical support, in-depth data analytics, better project management, or something else — there’s a Salesforce integration that might just fulfill all those needs while still keeping all data on a single platform. We’ll guide you through the 16 best Salesforce Integrations (as of 2024) in this article.
“Less than 30% of business applications are integrated, creating data silos that lead to rising costs, duplicated work, productivity bottlenecks, and disconnected experiences.” (Source: Salesforce Connectivity Report)
What are Salesforce Integrations and why are they important?
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The power of Salesforce lies in creating a single source of truth concerning customer data for all teams. That only works if other business apps are integrated.
Integrations augment the native functionality of Salesforce to turn the platform into an end-to-end solution for your company.
Let’s use the example of customer support:
A customer support team needs features such as co-browsing, session replays, customer sentiment analysis and even the help of AI to create an amazing customer experience. Those features are not native to Salesforce. However, if your customer support software is separate from Salesforce, you’ll have two different customer databases in your company - a recipe for disaster. So, adding the missing features using a Salesforce integration is crucial.
Best Practices for Salesforce Integrations
Choosing the right Salesforce integrations can be tricky and overwhelming. Here are some best practices to keep the process organized:
- The first step is to clarify the business strategy and roadmap.
- Decide on the category of integrations you need
- Consult the relevant stakeholders
- Brainstorm all possible business scenarios
- Choose the right team for the implementation
- Decide on the integration type (push/pull)
- Select integration apps that support current as well as future requirements
- For better performance, use Salesforce features in conjunction with the integration tools
- Consider data storage, security, and sync frequency
- Consider the maintainability and scalability of the integrations
- Create a checklist for data and process integrity
- Create a project plan containing timeline and cost
The 16 Best Salesforce Integrations in 2024
The amount of Salesforce Integrations can be overwhelming. We’re here to give you a detailed overview of the best integrations for a variety of functions.
The best Salesforce integrations for 2024 are:
- Fullview
- Totango
- Gong
- Jira
- Slack
- Gainsight
- Asana
- VVC Live
- Chili Piper
- DocuSign
- Cloudingo
- Groove
- Talkdesk
- Zoho Forms
- Covideo
- ZoomInfo
We divided these 16 integrations into two groups:
- Full-scale solutions: Integrations that can transform your workflows and add brand-new functionalities to Salesforce.
- Simple but effective tools: Integrations that you can use to accomplish specific tasks or boost your team's productivity.
8 Best Full-Scale Salesforce Integrations
Missing some crucial functionalities in Salesforce? These integrations offer full-scale solutions and can stand on their own.
Fullview - Best For Technical Support
Fullview is a customer support software that makes issue resolution faster and easier by providing full context into customer and product management issues. With co browsing, session replays, and console logs, customer support tickets can be solved without extensive back-and-forth over email and chat, resulting in better CSAT and FCR scores.
Fullview Features
- One-click cobrowsing without downloads or link-sharing
- Annotation tools
- In-app cobrowsing video call with screen control and in-call chat
- Call recordings for training, QA, and compliance purposes
- Privacy-friendly session replays to understand the customer actions that led up to bugs and problems
- Console logs for full context troubleshooting
Fullview Pros
- Easy to set up cobrowsing for both anonymous and logged-in users
- Cobrowsing is possible on third-party websites, PDFs, etc.
- Detailed insights into customer issues with session replays
- Powerful filtering function to find the session replay recording you’re looking for in seconds
- Automatic console error/warning detection and rage click detection during session replay recordings
- Interactive video progress bar to skip straight to important moments during a session replay recording
- Customizable: Your most-used filters can be ‘pinned’ to your dashboard for easy access, e.g.: ‘Enterprise user + ‘Session replays with rage clicks’
- Console logs provide full context for easier troubleshooting
- Cross-platform and cross-browser compatibility
- 100% GDPR compliant
- Customizable privacy controls and data blurring options
- Easy implementation in just a few minutes
- Cobrowsing call recordings that can be used for QA, training, and compliance purposes
- Free plan and free trials on every single pro plan
Fullview Cons
- Fullview does not support mobile apps
Fullview User reviews
Fullview has 4,7 out of 5 stars on G2.
Positive reviews include:
- “Fullview helped us navigate through replays of the customers using our product and this only helped us discover and rectify hundreds of bugs and glitches in the product.”
- “Earlier we were using three different tools to measure customer actions, see the replays, and log issues/errors, but now only one piece of software is doing everything with ease and great features.”
The more negative reviews make note of:
- “It is somewhat on the higher side of pricing but is okay with the features and functionalities they provide.”
Fullview Pricing
For both cobrowsing and session roleplays, Fullview offers three price plans each. For both features, the free plan includes all relevant functions so users can really get to know the software and its benefits. However, the number of uses is limited - for a whole team and a large customer base, the pro plans at $47/seat per month (cobrowsing) and $79/month (session replays) are more helpful. Every Pro Plan comes with a free trial. For high-volume discounts, Fullview offers a custom enterprise plan.
Totango - Best for Customer Success
Totango is a scalable customer success software for analyzing, segmenting, and interpreting customer data. The software uses all customer data sources across your tech stack to create a 360° view of customer health.
Totango Features
- 360° customer account profiles
- Customer health score
- Customer data analytics
- Customer Journey Templates (SuccessBLOCs)
- Automated workflows and tasks (SuccessPlays)
Totango Pros
- 360° view of customers and customer health score
- identify patterns and trends in customer behavior, as well as churn risk and upsell opportunities
- Customizable and scalable workflows
- Ability to set up scheduled and automated tasks to keep track of promises towards clients
- GDPR compliant
Totango Cons
- According to customer reviews, the set-up of the platform can be a bit daunting and comes with a steep learning curve
Totango User Reviews
Totango has 4,4 out of 5 stars on G2.
Positive reviews include:
- “Totango has helped us streamline our Customer Success (CS) processes by bringing in a lot of visibility & scalability. Executing automated sequences using SuccessBLOCs has been one of the key strengths for us.”
- “Totango helps to organize client portfolios and measure specific health metrics to ensure that your clients are in good health to help reduce the risk of churn and maximize upsell”
Negative reviews noted:
- “Too complex for small businesses to use”
- “Very poor customer support in the setup. No hand holding is provided and the Admin has to refer to videos only to get the platform setup and running.”
Totango Pricing
Totango offers three price plans, beginning with a Starter Plan at $2,988/year that includes 2 users and 500 customer accounts. The Enterprise Plan costs $18,000/year and includes 2,000 customer accounts, 10 users, and other benefits, as well as custom add-ons. For more users, teams, and customer accounts, you can get a custom Premier Plan. While Totango doesn’t offer a free plan, both the Starter and the Enterprise plan can be tested in a free trial.
Gong - Best for Customer Sentiment Analysis
Gong is a Salesforce Integration that helps you capture all customer interactions and turn them into strategic insights using AI.
Gong Features
- Unified view of customer interactions across all platforms
- Innovative AI that processes the full context of customer interactions
- Customer call recordings and deal history
Gong Pros
- Comprehensive history of customer interactions and closed deals
- Real-time customer call recordings
- AI-powered insights into your customer interactions
- Improves accuracy of forecasts
- Identifies risks before a deal is lost
- Unveils improvement opportunities for the sales team
- Ability to integrate with over 100 platforms such as Salesforce
- GDPR compliant
Gong Cons
- Self-service setup can be complicated
Gong User Reviews
Gong has 4,7 out of 5 stars on G2.
Positive reviews include:
- “I enjoy using Gong because it is easy to use, and allows me to go back and review calls. At the end of each call, it provides a brief summary I can use in order to create a recap email for my clients. It also identifies action items from my calls I can use in order to keep track of what all I need to do following a call!”
- “Gong is super simple, intuitive, and easy to use. I love that it connects calls from the same account so that I can easily watch a deal happen from discovery to close.”
Negative reviews note:
- “It's a bit expensive and might not be affordable for small companies.”
- “The search and interface can be a little busy at times when trying to find a meeting.”
Gong Pricing
Gong doesn’t have a set pricing plan, but rather works with customized proposals according to your team size and requirements. All Gong licenses are priced per recorded user. According to several sources, the base price for the platform is $5,000 with additional cost for each user.
Source: https://www.meetrecord.com/blog/gong-io-pricing-vs-4-others
Jira - Troubleshooting and issue management
Jira is an issue tracking and project management tool for software development and product management teams.
Jira Features
- Scrum and Kanban boards
- Team timeline
- Backlog and progress insights
- Automation templates
- Issue and task tracking
- Customizable workflows
Jira Pros
- Clear project overview
- simple issue and task tracking
- Enables the whole team to work in the same context
- Progress and timeliness can easily be measured
- Intergrates effectively with other tools such as Salesforce
Jira Cons
- According to reviews, Jira becomes complicated when managing multiple teams.
Jira User Reviews
Jira has 4,3 out of 5 stars on G2.
Positive reviews mention that it’s:
- “Easy to plan, manage and track work”
- “Easy to use, highly customizable”
More negative reviews note that:
- “It is a complex system when you manage multiple teams.”
- “Overly complicated, offering actions and steps that you can't actually do.”
Jira Pricing
Jira offers four price plans, beginning with a free plan that offers all basic features but is limited to 10 users. For more than ten users, the standard plan starts at $1250/year with the same basic features as the free plan, but up to 35,000 users. The premium plan starts at $2,400/year with advanced features for up to 35,000 users. The price depends on the amount of users - we have used 11 users to calculate the price. Both plans can be tested with a free trial. For larger teams or teams with higher demands, there is an enterprise plan starting at 801 users or more starting at $141,000/year.
Slack - Best for internal communications and notifications
Slack is a collaboration platform for teams designed to save time on email and meetings and minimize context switching. All data and communications are in one place and easily accessible.
Slack Features
- Video-, text- and voice messages
- Communication channels for teams
- Canvas to share and collect project information
- Huddles (quick video calls) for real-time teamwork
Slack Pros
- Integrates with most apps in your tech stack
- Simplified work process
- Improved team communication
Slack Cons
- Limited free plan
- Costly for larger organizations
Slack User Reviews
Slack has 4,5 out of 5 stars on G2.
Positive reviews mention:
- “What I like best about Slack is its incredible ability to streamline communication and collaboration within our team.”
- “Slack's best feature is its ability to centralize communication”
Negative reviews note:
- “Slack's tendency to generate frequent notifications”
- “Fragmented groups make conversations, files, links difficult to find.”
Slack Pricing
Slack offers a free plan limited to chat features. To integrate apps and workflows, the Pro Plan at € 6,75/month per person, the Business+ Plan for € 11,75/month per person or a customized Enterprise Plan are necessary.
Gainsight - Best for Customer Data Aggregation
Gainsight is a powerful tool to collect and unify all your customer data, analyze it with the help of AI and use it to create an amazing customer experience.
Gainsight Features
- Flexible customer data management
- In-depth data insights
- Best-practice asset library
Gainsight Pros
- Collect all customer data in one place
- Effectively evaluate data and gain key insights to improve your customer success
- Customizable dashboard
Gainsight Cons
- Gainsight is a complex system that requires time and expertise to use effectively
Gainsight User Reviews
Gainsight has 4,4 out of 5 stars on G2.
Positive reviews include:
- “The dashboard is great to give you a snapshot of how you're servicing your clients.”
- “As an everyday user of Gainsight, it makes my role of a Customer Success Manager so much easier.”
Some negative reviews note that:
- “At the very beginning, it can get very overwhelming very quickly.”
- “Gainsight can be incredibly slow to load when running large amounts of data at a time.“
Gainsight Pricing
Gainsight’s specific pricing is only available on request. There are three price tiers and a free trial for all basic features.
Asana - Best for Project Management
Asana is a popular project management software that keeps work, projects, and tasks in one place, keeping remote or distributed teams focused on the same goals.
Asana Features
- Different project views: list, calendar, timeline, Kanban board,...
- Task breakdown, assignment, and scheduling
- Status updates and reports
- Automated workflows
Asana Pros
- Keeps project teams organized
- Helps management track workload, timeliness, and progress
Asana Cons
- Steep learning curve to make use of all features
- Single assignee for tasks
Asana User Reviews
Asana has 4,3 out of 5 stars on G2.
Positive reviews include:
- “ It helps at turning complex tasks and projects into manageable steps.”
- “Its visuals and ease of use make it exceptionally simple to use.”
Negative reviews point out:
- “Asana's pricing can be a downside for smaller teams and organizations.”
- “At first it was a little tricky to figure out and I did battle a bit to grasp the features.”
Asana Pricing
Asana offers a free plan that’s optimal for testing out the basic features or working in small teams. More features are unlocked in the Premium Version for € 10,00/month per user and the Business version for € 24,99/month per user.
8 Best Single-Purpose Salesforce Integrations
Sometimes you don’t need a full-scale solution, but simply a tool that will accomplish a specific task that’s been missing in Salesforce.
Chili Piper for Scheduling Demos
Chili Piper is an inbound lead conversion and scheduling app for creating leak-proof funnels across all platforms: webform, cold calls, campaigns, and more. The key features of Chili Piper include the ability to book meetings with one click and to qualify and route leads to the right sales rep from different platforms. Integrated with Salesforce, scheduled meetings are automatically updated in the CRM. Users have rated Chili Piper 4,6 out of 5 stars on G2. Positive reviews include that “it was easy to set up and use” and that “Chili Piper has highly robust integration capabilities”. Some negative reviews note that “Chili Piper does not always correctly reflect time zones when booking in advance” and that “it can take some time to set up and configure the rules and routing”.
There are four different price tiers ranging from $15/month per user to $30/month per user. Depending on your business needs, there are two different options in the $30 tier.
DocuSign for Contracts and E-Signing
DocuSign is a Salesforce integration that helps you keep a paperless office by making secure, legally binding e-signatures possible. All signatures on DocuSign are AES, QES, and eIDAS compliant. DocuSign is rated 4,5 out of 5 stars on G2. Positive reviews include that “digital signatures have a huge source of efficiency for our organization and its remote workforce” and that “DocuSign is a very intuitive and well designed e-signing product”. Negative reviews point out that “Docusign’s commercial pricing is a bit high”.
DocuSign offers multiple pricing plans for different needs: Private users, business users, real estate users, and developers. The lowest tier starts at €9/month, while the highest tier costs €480/month. The business and real estate options calculate their prices according to the amount of users.
Cloudingo for Data Management
Cloudingo is a Salesforce integration designed to help you manage your customer data. It’s specifically focused on eliminating duplicates and dupes, modifying large data sets, and keeping clean, organized, high-quality databases. The app is rated 4,4 out of 5 stars on G2. Positive reviews mention that “we use this product extensively to keep our databases clean” and “Cloudingo is easy to use, understand, and get installed”. Negative reviews mention that “sometimes it gets slow with large data volume”.
Cloudingo offers three pricing plans, starting with a standard plan at $2,500/year and a single-user account. The professional plan for $6,000/year offers more users and features, while the enterprise plan starting at $10,000/year can be customized. All tiers have a free trial.
Groove for Syncing Salesforce with Gmail
Groove is a Salesforce-native app that combines all sales processes on a single platform. It’s an important tool for syncing Salesforce with Gmail to ensure that all sales reps’ email activities are logged back to Salesforce in real-time. The app is rated 4,7 out of 5 stars on G2. Positive reviews include that “Groove saves me time and streamlines our messaging” and that “it's such a relief to have all my emails, calls, and notes funnel automatically into the relevant Salesforce records”. Negative reviews mention that “its subscription fee may not be affordable for everyone”. The pricing for Groove is only available on request.
Talkdesk for SMS Support
TalkDesk is an AI-powered contact center platform that helps you create a better customer experience while reducing customer service costs. The key features include AI-SMS support for your customers, automatic call distributions, and call monitoring and transcription. The app is rated 4,4 out of 5 stars on G2. Positive reviews note that “Talkdesk combines all the support communication channels into one management, which has made it easy for customers to connect and reach us”. Negative reviews point out that it “doesn't support all browsers” and “isn't the most stable application”.
TalkDesk offers three price tiers with $75/month per user being the lowest tier and $125/user per month the highest. There’s also a possibility to get a custom purpose-built solution for your business.
Zoho Forms for Customer Surveys
Zoho Forms is a Salesforce Integration that lets you create forms to collect, store, and process customer data directly in Salesforce. The key features include the professional web form builder with drag-and-drop fields - no coding skills needed. Zoho Forms is rated 4,4 out of 5 stars on G2. Positive reviews mention that “it’s easy and intuitive to create and edit forms for our organization”, while negative reviews note that “it's a little overwhelming at first”.
Zoho forms offers four price tiers, starting with the Basic tier at €10/month for one user. More users and features are available in the €25/month Standard tier, the €50/month Professional tier and the €90/month Premium tier.
Covideo for Video Marketing
Covideo is a Salesforce integration that lets you record and send personalized video messages to your prospects or create branded video landing pages. Integrated into Salesforce, you can track the success of your video marketing. Covideo is rated 4,8 out of 5 stars on G2. Positive reviews mention that “Covideo is so easy to use and helps me engage with my clients in such a personal way” and that “the price point makes Covideo affordable for small businesses”. Negative reviews point out that “at times, uploading videos can take a very long time”.
Covideo offers a free plan that lets you record and host up to 10 videos. The two professional plans offer unlimited videos and more features at $19/month per user or $57/month per user. There is also an option to get a customized plan.
ZoomInfo for Lead Enrichment
ZoomInfo is a Salesforce integration that helps you collect lead data and gain real-time insights to sell more effectively. It works as a single source of truth for sales and marketing teams and helps automate tasks across all outreach channels. Users have rated ZoomInfo 4,4 out of 5 stars on G2. Positive reviews mention that “it is great that ZoomInfo Sales OS offers me an accuracy rate for the contacts that I am prospecting” and that “the interface and extentions are super easy to understand ''. Negative reviews point out that “the contact information disclosed for major organizations is inaccurate or outdated” and that the “buyer intent should be more precise”.
ZoomInfo offers three different packages tailored to sales teams, marketing teams or talent acquisition. The prices are only available on request.
Wrapping things up
With these Salesforce integrations, there’s no need for data silos, slow back-and-forth communications or duplicate work. Choosing the right tech stack can streamline your workflow, optimize your database and ultimately help you create the best possible customer experience.
It’s no secret, but it’s also no easy feat. It’s crucial to carefully plan your integration plan, keeping your current business requirements as well as your future requirements and growth in mind.
Sources used:
- Fullview
- Totango
- Gong
- Atlassian
- Slack
- Gainsight
- Asana
- Chili Piper
- DocuSign
- Cloudingo
- Groove
- TalkDesk
- Zoho
- Covideo
- Zoom Info
- G2 - Fullview
- G2 - Totango
- G2 - Gong
- G2 - Jira
- G2 - Slack
- G2 - Gainsight
- G2 - Asana
- G2 - Chili Piper
- G2 - DocuSign
- G2 - Cloudingo
- G2 - TalkDesk
- G2 - Zoho
- G2 - Covideo
- G2 - ZoomInfo
Sources last checked on: 16-Jan-2024
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