By connecting Salesforce with the tools your teams already use, you can unify data, automate workflows, and deliver a more seamless customer experience.
For sales and marketing teams, every missed opportunity, siloed dataset, or manual task slows growth and reduces efficiency. Integrations solve these challenges by extending Salesforce beyond its core capabilities — whether that means syncing communication tools, enabling marketing automation, powering e-commerce workflows, or enhancing analytics.
In this guide, we’ll explore the best Salesforce integrations across communication, marketing, e-commerce, data management, and productivity. From automating lead follow-ups to centralizing reporting, these tools help businesses unlock the full value of their Salesforce investment.
Key Takeaways
- Integrating Salesforce with tools for communication, marketing, e‑commerce, data, and productivity eliminates silos, automates workflows, and delivers a seamless customer experience.
- Voiso’s Salesforce integration stands out for automatic call logging, real‑time syncing of conversation details, and workflow automation, turning every call into actionable CRM data.
- Choosing, testing, and training on the right Salesforce integrations helps businesses maximize ROI, improve collaboration, and give teams more time to focus on revenue‑driving activities.
Why Salesforce integrations matter for businesses and sales teams
Salesforce is a comprehensive CRM ecosystem designed to support sales, marketing, service, and analytics in one unified platform. Solutions like Sales Cloud, Service Cloud, and Marketing Cloud give businesses a powerful foundation, but integrations extend this functionality far beyond Salesforce’s native features.
By connecting Salesforce with other top tools, businesses can eliminate data silos, reduce manual tasks, and ensure every team works from the same, up-to-date customer information. Integrations also allow sales reps to spend less time on admin and more time closing deals, while marketers can run campaigns with greater precision and service teams can resolve issues faster.
Key Benefits of Salesforce Integrations
- Streamlined workflows: Automate repetitive processes like logging calls, updating records, or sending follow-ups, so teams stay focused on revenue-generating activities.
- Unified data management: Integrations keep customer data consistent across platforms, reducing errors and ensuring a single source of truth.
- Improved collaboration between teams: Sales, marketing, and service teams can access the same insights, making handoffs smoother and improving cross-functional alignment.
- Enhanced analytics and reporting: Pulling data from multiple sources into Salesforce gives leaders a clearer picture of performance, helping them make smarter, faster decisions.
Best Salesforce integrations for communication and customer engagement
By integrating Salesforce with communication and engagement tools, businesses can ensure that every call, meeting, or message is captured in the CRM, making customer interactions more personalized and actionable. These integrations help sales teams respond faster, service teams resolve issues more efficiently, and marketing teams keep engagement consistent across channels.
Voiso
Voiso is an omnichannel contact center platform designed to enhance customer interactions and streamline sales processes. Integrated with Salesforce, it connects voice and digital communications directly to your CRM.
Key integration benefits with Salesforce:
- Automatic call logging: All inbound and outbound calls are logged against Salesforce contact records.
- Real-time conversation syncing: Conversation details and customer data sync instantly, ensuring reps always have context.
- Workflow automation after calls: Trigger Salesforce workflows, such as follow-up tasks, deal stage updates, or reminders.
Example automation workflows:
- Log missed calls in Salesforce and automatically create follow-up reminders for reps.
- Attach call recordings to contact profiles, providing full visibility into past interactions.
With Voiso, Salesforce becomes a hub for all customer communications, allowing teams to act quickly and with complete context.
Zoom
Zoom’s Salesforce integration streamlines how teams manage virtual meetings and webinars. Sales reps can schedule and launch Zoom calls directly from Salesforce, while attendance and engagement data are automatically logged to contact records. This makes it easy to track who attended, how engaged they were, and what follow-up actions are needed. For marketing teams, webinar participation can be tied directly to lead scoring and campaign performance, ensuring that prospects don’t slip through the cracks after events.
Slack
The Slack integration with Salesforce connects CRM updates directly to the place where teams already collaborate. Deal stage changes, new lead assignments, and service case updates can flow into specific Slack channels, reducing the need to constantly check Salesforce. This improves response times and keeps conversations transparent across sales, marketing, and support. Teams can also use Slack commands to pull Salesforce records into discussions, helping everyone work with up-to-date customer information without switching platforms.
Best Salesforce integrations for marketing automation
Marketing automation is critical for scaling campaigns and aligning efforts with sales. By connecting Salesforce to leading marketing tools, businesses can nurture leads more effectively, personalize outreach, and measure the ROI of every campaign. These integrations ensure that marketing activity is directly tied to CRM data, so both sales and marketing teams work toward the same goals.
Salesforce Marketing Cloud Account Engagement (Pardot)
Pardot is Salesforce’s own B2B marketing automation platform, designed to unify sales and marketing efforts. It allows teams to build nurturing campaigns, automate email sequences, and score leads based on engagement. By syncing directly with Salesforce, reps can see exactly how prospects have interacted with campaigns before reaching out, ensuring a more tailored sales approach.
HubSpot
The HubSpot–Salesforce integration offers bi-directional syncing of contacts, leads, and marketing activity. This means campaigns launched in HubSpot flow back into Salesforce, giving sales teams visibility into every touchpoint. Marketers benefit from accurate CRM data, while sales teams gain richer insights into how leads have engaged before moving through the pipeline.
Marketo Engage
Marketo integrates tightly with Salesforce to deliver enterprise-level B2B marketing automation. It enables advanced segmentation, automated workflows, and ROI tracking for campaigns linked directly to Salesforce records. This integration helps businesses connect marketing efforts to closed deals, offering a clearer view of what drives revenue.
Best Salesforce integrations for e-commerce and payments
For businesses that sell online, connecting e-commerce platforms and payment processors with Salesforce ensures that purchase data, customer records, and financial workflows stay in sync. These integrations make it easier to personalize post-purchase engagement, reduce churn, and build a complete view of the customer lifecycle inside Salesforce.
Shopify
The Shopify integration with Salesforce brings together customer purchase history and CRM records, giving sales and marketing teams a unified view of every transaction. This allows you to segment buyers based on order frequency or value, trigger post-purchase email campaigns, and identify cross-sell or upsell opportunities. With e-commerce data flowing directly into Salesforce, it becomes much easier to measure how store activity contributes to overall revenue.
WooCommerce
WooCommerce, one of the most popular e-commerce platforms for WordPress, can be integrated with Salesforce to automate customer segmentation and track behavior. Order details, abandoned cart data, and purchase frequency are synced with Salesforce contact records, enabling targeted campaigns and tailored product recommendations. This integration helps bridge the gap between marketing automation and sales insights, especially for small to midsize businesses managing high transaction volumes.
Stripe
Stripe’s integration with Salesforce is particularly valuable for businesses offering subscriptions or recurring billing. Payment transactions, invoices, and renewal details are logged directly in the CRM, giving teams real-time visibility into customer payment status. Automated workflows can be set up to send renewal reminders, flag overdue payments, or alert reps to accounts at risk of churn. By aligning financial data with customer records, Stripe ensures that revenue operations and customer engagement work hand in hand.
Best Salesforce integrations for data management and analytics
Strong analytics and reliable data are essential for making informed decisions. By integrating Salesforce with analytics platforms and data management tools, companies can visualize performance, track customer behavior, and maintain clean, accurate records across all systems.
Tableau (Salesforce-owned)
As part of the Salesforce ecosystem, Tableau integrates seamlessly to deliver advanced data visualization and reporting. Teams can build interactive dashboards that track pipeline health, customer engagement, and revenue performance in real time. With these insights, leaders can quickly spot opportunities, identify bottlenecks, and align strategy across departments.
Google Analytics
By connecting Google Analytics to Salesforce, businesses can link website behavior directly to leads and opportunities. This integration makes it possible to see which traffic sources generate the most revenue, track conversions across the customer journey, and measure ROI more accurately. Marketers benefit from a clearer view of campaign performance, while sales teams gain context on how prospects first engaged.
Informatica Cloud Data Integration
For organizations managing large and complex datasets, Informatica provides robust tools for syncing and cleaning information in Salesforce. It supports large-scale data migrations, ensures consistency across multiple platforms, and enforces data quality standards. This is especially valuable for enterprises with legacy systems or multiple databases that need to feed into a single CRM.
Best Salesforce integrations for productivity and workflow management
Salesforce is the backbone of many sales and marketing operations, but keeping projects and workflows aligned often requires additional tools. By integrating Salesforce with popular productivity platforms, businesses can automate task creation, track progress on deals, and manage contracts more efficiently—all without leaving the CRM.
Asana
The Asana integration helps sales and marketing teams translate Salesforce activity into actionable tasks. For example, when a new opportunity is created or a deal moves to the next stage, Asana can automatically generate corresponding tasks or projects. This ensures that deadlines are met, responsibilities are clear, and campaigns stay aligned with the sales pipeline. By connecting Salesforce data with Asana’s project management tools, businesses reduce manual coordination and keep teams focused on execution.
Trello
Trello’s Salesforce integration offers a visual, board-based approach to managing sales and customer-related projects. Deals and support tickets can be linked directly to Trello cards, giving teams a simple way to monitor progress, assign tasks, and update statuses. This integration is particularly effective for teams that prefer a lightweight, visual workflow to complement Salesforce’s structured data. It helps bridge the gap between pipeline management and day-to-day execution.
DocuSign
DocuSign’s integration with Salesforce makes contract management faster and more reliable. Sales reps can generate, send, and track agreements directly from Salesforce without juggling multiple platforms. Signed contracts automatically update opportunity records and can trigger workflow actions such as moving a deal to “Closed Won” or notifying finance for invoicing. This integration not only speeds up the sales cycle but also reduces the risk of errors by keeping contracts and deal data in sync.
How to choose and implement the right Salesforce integrations
With thousands of apps available on Salesforce AppExchange and countless third-party connectors, it can be difficult to know which integrations to pick. The key is to align your choices with your business goals, budget, and existing tech stack — then roll them out in a way that maximizes adoption and ROI.
Identify your business goals and bottlenecks
Start by clarifying what you want to achieve with integrations. Do you need to automate repetitive sales tasks, enhance marketing campaigns, improve data visibility, or streamline contract management? For example, if your goal is to improve call tracking and reduce manual logging, adopting Voiso as your Salesforce integration ensures every call is automatically recorded, synced, and followed up with the right workflow. Focusing on these specific challenges helps you prioritize the integrations that deliver the biggest impact.
Review compatibility and pricing
Not every tool works with every Salesforce edition or license level. Check whether the integration is native to Salesforce, requires middleware, or depends on APIs. Be mindful of pricing too: some tools are free, while others carry additional subscription costs that need to be factored into your budget.
Test before full deployment
Before rolling out an integration across your entire organization, test it in a sandbox environment. This ensures data flows correctly, workflows trigger as expected, and no conflicts arise with your existing setup. A phased approach helps minimize disruptions.
Train your teams
Even the best integrations fail without user adoption. Provide training sessions, document new workflows, and make sure employees understand the value of the tools. The more confident your teams are, the more likely they’ll embrace the integrations and use them effectively. Offering ongoing support and refresher training can also help long term.
FAQs
What is the most popular Salesforce integration for sales teams?
Voiso is a top choice for sales teams, offering automatic call logging, real-time syncing, and workflow automation inside Salesforce. Other widely used integrations include Zoom for scheduling and Slack for team collaboration.
How does Voiso integrate with Salesforce for call tracking and automation?
Voiso logs all inbound and outbound calls directly into Salesforce contact records, syncs conversation details in real time, and can trigger workflows such as creating follow-up tasks or updating deal stages.
Are Salesforce integrations available on all editions of the platform?
Not all. Some integrations require Salesforce Enterprise or higher editions, while others are available on Professional or Essentials. Always check compatibility before installing an integration.
Can I use multiple Salesforce integrations at the same time?
Yes. Salesforce is built to handle multiple integrations, allowing businesses to connect sales, marketing, service, and analytics tools in one ecosystem.
What’s the difference between native Salesforce integrations and API-based connections?
Native integrations are built and maintained by Salesforce or official partners, ensuring seamless compatibility. API-based connections are created via third-party developers and may require additional configuration but often provide more flexibility.
How do I ensure my Salesforce data remains secure with third-party integrations?
Choose trusted vendors, review their security certifications, and follow Salesforce’s best practices for user permissions and data governance. Testing in a sandbox environment can also prevent issues before deployment.
Which Salesforce integrations provide the fastest ROI?
Communication tools like Voiso, Slack, and Zoom often show quick returns by saving time and improving collaboration. Marketing automation platforms such as Pardot or HubSpot can also deliver fast ROI by boosting lead conversion rates.
