Integration in salesforce
Integrations That Work for you
CRM & Customer Engagement
Salesforce Mac
A macOS-based Salesforce tool integrated via APIs, allowing desktop users to access CRM functionalities and data analytics seamlessly across devices.
LinkedIn Sales Navigator
A lead generation tool connected via OAuth with Salesforce for a recruitment client, helping sales teams access professional profiles and contact data without leaving the CRM interface.
Donorbox
A fundraising tool integrated with Salesforce via APIs for nonprofit organizations, automating donor data capture and providing real-time donation tracking.
DonorPerfect
A donor management tool integrated with Salesforce using API workflows for fundraising organizations, enabling seamless donor record syncing and engagement tracking across platforms.
Givelively
A donation platform integrated with Salesforce using API connectors for fundraising teams, automating donor interactions and tracking contributions within CRM dashboards.
Pledge
A donation platform integrated via APIs for nonprofits, automating fundraising workflows and syncing donor data with Salesforce for targeted campaigns.
Pulsor 360
A middleware platform used to integrate Salesforce with multiple external applications for a retail company, enabling seamless data flow and reducing errors across systems.
Data, Analytics & Business Intelligence
Datorama
A marketing analytics solution integrated with Salesforce using APIs and native connectors for an e-commerce business, helping consolidate campaign data and provide actionable insights from one dashboard.
Tableau
A business intelligence platform integrated with Salesforce via native connectors for an analytics-driven organization, helping teams visualize customer data and uncover actionable insights without complex queries.
MongoDB
A NoSQL database integrated with Salesforce using API connectors for a technology firm, enabling large-scale unstructured data to be processed and made searchable within Salesforce’s workflows.
Geo Directory
A location-based service tool integrated with Salesforce using APIs for retail clients, enabling mapping of customer locations and regional service optimization.
Geo Point
A geolocation tool connected to Salesforce for field service teams, helping track on-site visits and optimize routing using real-time GPS data.
Document, Form & Contract Automation
Nintex
A document automation platform, integrated with Salesforce for a logistics client using APIs and middleware, helping them streamline approval workflows and reduce paperwork delays.
FormAssembly
A web form builder integrated with Salesforce using connected apps and APIs for a nonprofit organization, simplifying donor data collection and syncing submissions directly into the CRM.
Formstack
A form-building tool integrated with Salesforce via API workflows for nonprofits and businesses, helping capture structured data from forms and syncing it into CRM records.
Conga
A document automation tool integrated with Salesforce using connected apps and APIs for a legal client, simplifying contract generation and ensuring documents are dynamically linked with customer records.
Conga Composer
A document generation tool integrated using API workflows for consulting firms, allowing automated creation of invoices, proposals, and reports based on CRM data.
DocuSign
An electronic signature platform integrated with Salesforce through API workflows for a consulting client, enabling seamless signing processes and secure, compliant document management.
OneSpan
A digital identity and e-signature platform integrated with Salesforce via API workflows for compliance-driven industries, ensuring secure transactions and customer authentication.
Payments & Financial Tools
Bill.com
A cloud-based payments platform integrated with Salesforce using API connectors for finance teams, automating invoice approvals and payment reconciliation within customer accounts.
Square
A payments platform integrated with Salesforce using APIs for a hospitality client, allowing transactions and customer data to be tracked together for faster billing reconciliation and reporting.
Stripe
A payment processing platform integrated through APIs with Salesforce for subscription-based businesses, automating billing, invoicing, and customer payment tracking.
PayPal
A payment gateway integrated using APIs for e-commerce clients, enabling payment processing and transaction tracking directly within Salesforce.
Expensify
An expense management platform connected to Salesforce using APIs for financial teams, streamlining expense reporting and approval processes linked to customer accounts.
FundraiseUP
A fundraising platform integrated with Salesforce using API connectors for nonprofit clients, enabling donation tracking and donor engagement workflows that increase fundraising efficiency.
Communication & Collaboration Tools
RingCentral
A communication platform offering calls, SMS, and video conferencing, integrated with Salesforce via APIs for a real estate client, helping teams sync communication logs in real time and reduce platform-switching.
8x8 Telephony System
A cloud-based communication system integrated with Salesforce through APIs for a healthcare provider, allowing call logs, voicemails, and customer interactions to be recorded and tracked within CRM workflows.
8x8 Salesforce Connector
A dedicated integration module enabling deeper syncing of communication data with Salesforce, providing real-time analytics and customer interaction insights for sales teams.
Talkdesk
A cloud contact center platform integrated with Salesforce using APIs for customer support teams, ensuring call, SMS, and email interactions are tracked and analyzed in real time.
Zoom
A video conferencing platform integrated with Salesforce using API workflows for sales teams, allowing automated meeting scheduling and syncing call data with customer accounts.
Cloud HQ
A data sync tool connected via APIs to Salesforce for enterprise clients, ensuring email, files, and customer records are consistently updated across platforms.
Cloud Chimp
A cloud-based communication tool integrated with Salesforce using APIs for service teams, enabling faster customer interactions and shared communication history within CRM dashboards.
Gmail
An email platform integrated with Salesforce through native connectors and APIs, allowing users to sync emails, contacts, and schedules seamlessly with customer records.
Whatsapp / Facebook / Instagram
Messaging and social platforms integrated with Salesforce via APIs and marketing connectors for brands, enabling omnichannel communication and lead nurturing.
Marketing & Lead Generation
Meta (Facebook & Instagram)
Social media platforms integrated with Salesforce using APIs and marketing connectors for a retail brand, enabling automated lead capture and campaign tracking from ads directly into the CRM.
A professional networking platform integrated with Salesforce using API-based connectors, enriching lead and contact records with verified business information.
ZoomInfo
A lead intelligence platform, connected to Salesforce using a connected app and API access for a B2B services client, enriching CRM data with accurate contact and company information in real time.
Scheduling & Event Management
Calendly
A scheduling tool integrated with Salesforce through APIs for a consulting firm, allowing clients to book appointments instantly while syncing meeting details directly with Salesforce records.
Dayback Calendar
A scheduling tool integrated with Salesforce using API connectors for service-based companies, allowing teams to manage bookings and availability in real time.
Sumo Calendar
A scheduling platform integrated with Salesforce using API connectors for consulting firms, providing real-time appointment syncing and reducing no-shows.
Website & Content Management
Webflow
A website builder platform integrated with Salesforce using APIs for a startup client, ensuring that web form submissions and customer interactions are instantly synced with Salesforce for faster lead management.
WordPress
A content management platform integrated with Salesforce through APIs for marketing teams, syncing form submissions and user interactions directly with CRM leads.
Square Space
A website builder integrated with Salesforce via APIs for small businesses, enabling lead capture from web forms and syncing customer interactions into CRM workflows.
Automation & Integration Platforms
Boomi
A middleware platform used to integrate Salesforce with multiple external applications for a retail company, enabling seamless data flow and reducing errors across systems.
Cloud HQ
A data sync tool connected via APIs to Salesforce for enterprise clients, ensuring email, files, and customer records are consistently updated across platforms.
Video & Media Tools
Zig Geo
A video API platform integrated with Salesforce via APIs for training and customer onboarding teams, embedding video content and tracking viewer engagement within workflows.
Project & Task Management
Monday.com
A work management tool connected with Salesforce using middleware connectors for a creative agency, allowing project timelines, tasks, and client data to flow seamlessly across platforms for better coordination.
Asana
A task management tool integrated with Salesforce using API workflows for a marketing agency, allowing teams to sync campaign tasks and leads in one place for better collaboration.
Jira
A task and issue tracking system, connected with Salesforce via APIs for a software company, enabling real-time issue reporting and project updates without switching platforms.
Customer Service & Field Operations
FSL Cloud (Field Service Lightning – already in your setup)
A marketing analytics solution integrated with Salesforce using APIs and native connectors for an e-commerce business, helping consolidate campaign data and provide actionable insights from one dashboard.
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