{"id":19582,"date":"2025-04-02T06:27:32","date_gmt":"2025-04-02T06:27:32","guid":{"rendered":"https:\/\/www.walkme.com\/blog\/?p=19582"},"modified":"2026-04-16T06:46:36","modified_gmt":"2026-04-16T06:46:36","slug":"salesforce-integrations","status":"publish","type":"post","link":"https:\/\/www.walkme.com\/blog\/salesforce-integrations\/","title":{"rendered":"Best 12 Salesforce integrations for businesses [2026]"},"content":{"rendered":"\n

A customer’s journey<\/a> through your business touches many teams. When they look at your website, the website team learns what they like. If they ask a question, customer service helps. When they buy something, the shipping team sends it.<\/p>\n\n\n\n

Each team writes down things about the user experience<\/a>. But how do you get all that info into Salesforce? Salesforce integrations can connect Salesforce with other tools in marketing, customer service, or accounting. <\/p>\n\n\n\n

These integrations let data flow smoothly, giving businesses a complete view of customers, improving efficiency, and reducing costs. But how can you choose the right integrations for your business? This guide highlights the best 12 Salesforce integrations to help you make that choice.<\/p>\n\n\n\n

\"Best<\/figure>\n\n\n\n

1. Chorus.ai \u2013 AI-driven sales conversation insights <\/h2>\n\n\n\n

Chorus.ai<\/a> is a conversational intelligence tool that helps sales teams gain insights from customer interactions, such as calls, meetings, and emails. It assigns conversations with the relevant Salesforce account or opportunity, improving visibility and decision-making. In addition, you can configure Chorus to generate Salesforce Tasks or Events as a result of these conversations. <\/p>\n\n\n\n

By importing Salesforce fields into Chorus, teams can identify competitive deals through competitor mentions and get a clear view of the sales pipeline. Even more, Chorus enhances reporting by providing easy access to call recordings and conversation insights within Salesforce.<\/p>\n\n\n\n

2. ZoomInfo \u2013 Automated lead enrichment <\/h2>\n\n\n\n

ZoomInfo<\/a> is a platform that provides contact and company information to help businesses find and convert leads. The integration with Salesforce allows users to access ZoomInfo data directly within Salesforce, removing the need to switch platforms. <\/p>\n\n\n\n

It enriches Salesforce records (contacts, accounts, leads) with verified email addresses, phone numbers, and company details. The systems sync changes automatically, ensuring data consistency. <\/p>\n\n\n\n

Users can use ZoomInfo\u2019s data to improve research, identify key contacts, and personalize outreach. This integration enhances lead management<\/a> by offering accurate data for better prioritization, qualification, and decision-making in Salesforce.<\/p>\n\n\n\n

3. Outreach \u2013 Sales automation for outbound teams <\/h2>\n\n\n\n

Outreach<\/a> is a sales engagement tool that helps sales teams connect with prospects through automated email sequences, workflows, and other methods. The integration with Salesforce syncs data like leads, contacts, accounts, and opportunities, offering a complete view of customer information. <\/p>\n\n\n\n

Individuals can manage sales activities in Outreach or Salesforce based on their preferences. The integration improves reporting by centralizing sales data and automating tasks like lead assignments. It also syncs Salesforce Opportunities to Outreach for better pipeline tracking.<\/p>\n\n\n\n

4. Mailchimp \u2013 Personalized email marketing<\/h2>\n\n\n\n

Mailchimp<\/a> is a marketing automation platform<\/a> that helps manage email campaigns, subscribers, and performance tracking. It works with Salesforce to sync leads and subscribers between both platforms. This integration allows users to manage contacts, view campaign stats, and more directly in Salesforce, helping sales reps understand lead engagement with marketing. <\/p>\n\n\n\n

Additionally, Mailchimp streamlines the email marketing process by automatically sharing relevant data between the two platforms. It also improves collaboration between sales and marketing teams and provides valuable insights to help sales reps close more deals..<\/p>\n\n\n\n

5. Gainsight \u2013 Best for customer success analytics <\/h2>\n\n\n\n

Gainsight<\/a> is a customer success<\/a> management platform that helps teams track the customer journey, segmentation, reporting, and workflow management. It lets employees create custom calls-to-action, NPS surveys, and customer health scores. <\/p>\n\n\n\n

By integrating product usage data from Gainsight PX with Salesforce, teams can gain better insights into customer experience<\/a> and behavior. Even more, users can also connect Salesforce Knowledge Base content with the Gainsight Knowledge Center Bot for easy access to information. <\/p>\n\n\n\n

6. Asana \u2013 Project management made simple <\/h2>\n\n\n\n

Asana<\/a> is a project management tool that helps teams create projects, assign tasks, set deadlines, and track progress while keeping everything organized in one place. The Salesforce integration allows businesses to automatically create Asana tasks and projects for different sales stages. <\/p>\n\n\n\n

It helps teams share information and collaborate without data silos<\/a>, making coordination easier. You can also link Salesforce deal progress to Asana goals, supporting better decision-making. Additionally, it ensures a smooth handoff between sales and post-sales teams by reducing manual work and giving sales teams clear visibility into post-sales progress.<\/p>\n\n\n\n

7. Slack \u2013 Real-time sales and support collaboration <\/h2>\n\n\n\n

Slack<\/a> is a team collaboration tool that enables real-time messaging, file sharing, and software integration. It helps teams work together online as easily as they do in person. The Salesforce integration lets users share Salesforce records, leads, and opportunities directly in Slack channels or direct messages. <\/p>\n\n\n\n

This makes sharing Salesforce data quick and simple without switching platforms. Teams can discuss records in Slack and receive real-time updates, keeping everyone informed. By improving collaboration and speeding up decision-making, the integration helps teams work more efficiently and boost productivity.<\/p>\n\n\n\n

8. Freshdesk \u2013 Customer service integration <\/h2>\n\n\n\n

Freshdesk<\/a> simplifies customer service by bringing messaging, chat, email, phone, and social media into one platform. Teams can manage support tickets from multiple channels using a single inbox.<\/p>\n\n\n\n

The Freshdesk Salesforce integration lets users view, edit, and create Freshdesk tickets using customer details from Salesforce.  It assigns work fairly to team members and helps them track tickets more efficiently. This setup saves time, reduces repetitive tasks, and improves the customer experience. <\/p>\n\n\n\n

9. Docusign \u2013 Faster contract management <\/h2>\n\n\n\n

DocuSign<\/a> is an electronic signature solution that helps businesses prepare, sign, and manage agreements online. It provides a secure and easy way to handle documents from any device, anytime. With the Salesforce integration, teams can send, manage, and sign documents directly within Salesforce. <\/p>\n\n\n\n

Sales reps can sign and send contracts from the CRM<\/a>, reducing manual work and saving time. The integration also removes the need to switch between tools, making document management more efficient. More importantly, DocuSign helps teams streamline their workflow while handling documents at scale.<\/p>\n\n\n\n

10. Stripe \u2013 Payment processing for sales teams <\/h2>\n\n\n\n

Stripe<\/a> enables businesses to accept payments in multiple currencies and supports various payment methods. It offers tools to manage recurring payments and subscriptions. The integration with Salesforce syncs payment and customer data, allowing businesses to create subscriptions and track transactions in real-time. <\/p>\n\n\n\n

This connection improves reporting by adding sales and payment analytics, helping teams make better financial decisions. By linking Stripe payments to Salesforce records, businesses gain better control over customer data. In addition, it reduces manual work, increases accuracy, and streamlines the payment process. All in all, it makes transactions more efficient for businesses of all sizes.<\/p>\n\n\n\n

11. Calendly \u2013 Seamless meeting scheduling <\/h2>\n\n\n\n

Calendly<\/a> simplifies scheduling by removing the need for back-and-forth emails. When someone books a meeting, it updates or creates Salesforce records like leads and contacts. Sales teams can view form responses directly in Salesforce, making it easier to track and qualify leads.<\/p>\n\n\n\n

The integration sends profile and event links to the right Salesforce user, ensuring quick access to meeting details. By connecting with Salesforce, Calendly helps sales teams schedule meetings efficiently and close deals faster. In addition, it can assign leads to the right account owner based on deal stage, territory, or other key factors.<\/p>\n\n\n\n

12. Odaseva \u2013 Data backup and compliance<\/h2>\n\n\n\n

Odaseva<\/a> helps businesses manage, protect, and store Salesforce data while ensuring regulatory compliance. It integrates directly into Salesforce, offering strong backup and restore options to handle large data volumes.<\/p>\n\n\n\n

In addition, it helps optimize data archiving to free up storage and maintain Salesforce performance. Even more, Odaseva supports data migration<\/a>, enables cloud replication for reporting, and helps teams seed sandboxes for testing. With data masking and extraction features, businesses can meet privacy regulations while keeping their data secure and accessible.<\/p>\n\n\n\n

How can you choose the right Salesforce integrations for your business? <\/h2>\n\n\n\n
\"How<\/figure>\n\n\n\n

To choose the best Salesforce integration tool, identify which systems need integration and define the purpose, such as improving productivity, data transfer, or workflow adoption<\/a>. Consider the data volume and determine how the tool will handle it. <\/p>\n\n\n\n

Assess your technical expertise to decide if you need a low-code or advanced solution. Set a budget and choose between a subscription or pay-per-use model. Next, research potential tools by reading user reviews to check reliability and ease of use. Look for detailed documentation, pre-built connectors, and no-code interfaces to simplify integration. <\/p>\n\n\n\n

Ensure the tool maps data effectively, protects sensitive information, and complies with regulations like GDPR and HIPAA. Confirm that it scales with business growth. Finally, select a tool that offers ease of use, security, and reliable support. It\u2019s also vital to choose a solution that simplifies maintenance and updates.<\/p>\n\n\n\n

Enhance productivity and business ROI with Salesforce integrations <\/h2>\n\n\n\n

Hooking up Salesforce to other third-party apps helps your business. It streamlines operations, improves data accuracy, and boosts efficiency. But before getting started, know what you want. Do you want to make work easier or help customers more?<\/p>\n\n\n\n

Then, pick the right tool. Make sure it works with your existing apps. Tell your team about this decision early. Teach them how to use it. Ask them for their feedback regularly. <\/p>\n\n\n\n

Maintain data quality by using validation rules and conducting regular audits. Test thoroughly before launching to catch issues early. After integration, monitor performance, apply updates, and address security risks to keep the system running well.<\/p>\n\n\n\n

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