Evaluate These CRM Integration Solutions Before You Choose One

Zapier

Zapier is an essential tool for CRM integration, offering seamless connections between your CRM systems and thousands of popular apps without needing to write a single line of code. Whether you're working with Salesforce, Zoho CRM, or Pipedrive, Zapier helps you automate tasks like adding new contacts, updating company records, and creating events. This automation saves time and reduces manual entry, ensuring your data stays accurate and up-to-date.

With its vast library of triggers and actions, Zapier makes managing your customer relationships easier by linking critical apps with your CRM system. You can instantly set up Zaps to handle repetitive tasks, such as notifying your team when a new lead is added, or updating client interactions. It also allows businesses to customize their workflows and enhance their CRM's functionality, turning it into a powerful engine for sales and marketing efforts.

Zoominfo

ZoomInfo integrates seamlessly with major CRM systems like Salesforce, Zoho, and Microsoft Dynamics 365, delivering real-time, accurate B2B intelligence directly to your CRM. This integration enables companies to access verified contact information, company profiles, and technographic data, ensuring that CRM records are always up to date. This real-time data sync eliminates manual data entry and minimizes the time spent on research, allowing teams to focus more on customer engagement and sales activities.

By enriching your CRM with ZoomInfo data, your sales and marketing teams can target key decision-makers using direct-dial numbers, email addresses, and firmographic details. The integration also allows for advanced customization, such as mapping ZoomInfo data to specific fields in your CRM or configuring data sync preferences. Whether you're using Salesforce, Zoho, or Microsoft Dynamics 365, ZoomInfo boosts the efficiency and effectiveness of your customer relationship management.

Groove

Groove offers seamless integration with essential tools like Slack, Stripe, Shopify, and Recharge, allowing businesses to manage customer interactions efficiently from a single platform. It simplifies processes by pulling in critical data, such as order, billing, and shipping information, directly into your inbox. Whether it's handling recurring subscriptions from Recharge or responding to Facebook and Instagram messages, Groove connects everything within your inbox for a unified customer service experience.

The integration capabilities of Groove extend to platforms like Trello, Jira, and Salesforce, ensuring that customer information is always at your fingertips. Groove's ability to sync with over 1,000 apps via Zapier means businesses can automate workflows without any complex setups. By connecting with CRM systems like Zoho, you can track, update, and manage customer data smoothly.

Linkedin Sales Navigator

LinkedIn Sales Navigator is a powerful CRM integration tool that seamlessly syncs with platforms like Salesforce, Microsoft Dynamics, and HubSpot. It offers an embedded profile feature that enables users to view LinkedIn member information directly within their CRM, enhancing workflow efficiency. With the integration, sales teams can quickly access updated lead and account data without toggling between platforms, saving time and ensuring up-to-date information is always available.

One of the standout features is CRM Sync, which not only imports accounts and leads into Sales Navigator but also allows for data write-back into your CRM. Advanced Plus users can take advantage of capabilities such as contact creation and data validation, which automatically flag outdated contacts and offer quick updates. This reduces manual data entry and improves pipeline quality, allowing sales teams to focus on building relationships with the right prospects at the right time.

The integration also supports activity write-back, meaning all LinkedIn interactions, such as InMails and messages, are automatically logged into the CRM. This feature helps sales teams keep track of their interactions and gives leaders valuable insights into the buyer’s journey. LinkedIn Sales Navigator ensures that your CRM data remains fresh and reliable, making it an essential tool for effective sales management.

Boomi

Boomi is an integration platform that connects your CRM with a variety of business applications, enhancing the efficiency of your customer data management. Whether it's ERP systems, email marketing platforms, or customer support tools, Boomi offers seamless integration, ensuring that your CRM remains up to date with real-time customer information. With over 300,000 app connections and pre-built solutions, businesses can leverage Boomi to create a synchronized 360-degree view of their customer data.

Boomi’s low-code platform simplifies the process of integrating your CRM with other business systems, reducing manual effort and eliminating data silos. The platform automates workflows, manages APIs, and supports real-time, event-driven integrations. By connecting your CRM with platforms like NetSuite, Workday, and SAP, you can streamline everything from customer interactions to inventory management. Boomi also integrates with marketing automation tools like HubSpot, allowing businesses to personalize their communications and improve customer engagement.

Integrately

Integrately is a powerful integration platform that simplifies the process of connecting various tools and apps. With over 1,200 apps and millions of ready-to-use 1-click automations, it helps users automate tasks quickly and efficiently. The platform offers seamless integrations for CRM systems, email marketing, project management, and more. Its user-friendly interface allows even beginners to set up complex workflows in minutes without technical skills.

What sets Integrately apart is its AI-powered automation builder, which further enhances the ease of creating personalized workflows. Whether you're managing customer data or setting up marketing campaigns, Integrately supports a wide range of applications, offering a free plan to help businesses start automating right away. It’s a versatile tool for businesses of all sizes.

Mulesoft By Salesforce

Mulesoft by Salesforce is a powerful integration platform designed to connect Salesforce with any system, whether on-premises or cloud-based. It enables organizations to integrate their CRM systems with ERP, POS, and other critical business applications, providing a single customer view and ensuring seamless data flow. By using prebuilt connectors and API-led connectivity, businesses can unify customer data from multiple sources and create integrated customer experiences across all channels. This approach eliminates the challenges of point-to-point integration, making it easier to scale and maintain.

With Mulesoft, companies can automate business processes, synchronize data in real-time, and streamline workflows. The platform supports rapid innovation by allowing teams to build applications quickly using reusable APIs, connectors, and low-code tools. Whether integrating SAP, Oracle, or third-party systems, Mulesoft empowers organizations to unlock customer, product, and order data efficiently. Its ability to provide a 360-degree view of customer interactions makes it an essential tool for improving customer service and driving business growth.

Adsworkbench

Adsworkbench is an innovative CRM integration tool that seamlessly connects your lead generation campaigns with your CRM and email marketing software. This tool automatically updates your custom audiences for CRM retargeting, helping you save time and respond to prospects more quickly. Adsworkbench enables real-time lead capture and automation across multiple systems, making it simple to stay connected with your leads and provide them with timely offers. With its ability to integrate with various advertising networks, including Facebook Custom Audiences and AdWords Customer Match, Adsworkbench ensures that your contact lists are always up-to-date, increasing your conversion rates.

Not only is Adsworkbench highly flexible and reliable, but it also allows for segmentation of leads, enabling different treatments based on the needs of your audience. The tool’s efficiency and affordability make it a must-have for digital marketers looking to leverage custom audiences effectively. Adsworkbench provides an easy connection with CRMs and other marketing systems, sending instant notifications upon new lead arrivals, ensuring quick follow-up and improved sales performance. It stands out as a professional yet cost-effective solution that can significantly enhance your digital marketing efforts.