4 Salesforce Integrations That Will Boost Your Sales and Performance

Jun 12, 2020 | Salesforce, Tips and Best Practices

This post is a guest contribution from Mary Hilko, Head of Marketing at Onilab, LLC.

In the modern marketplace, Salesforce is a powerful leader in CRM technology. The platform consistently delivers robust technology tools to customers around the globe in order to empower them to work faster, smarter, and more effectively. For many organizations, Salesforce is more than just a CRM system. It is a major solution that unites other important business processes.

The integration of Salesforce with other platforms and services encourages business growth by creating a unified information space, combining the capabilities of several resources, and using them to boost both performance and sales.

Now, let’s have a look at some of the most valuable Salesforce integrations you can use to drive performance in powerful ways.

#1 Salesforce + FormAssembly

Do you use online forms to collect information from customers and website visitors? If yes, you probably know how overwhelming it may be to enter information into a database manually. If your online form is not integrated with a reputable CRM, you could be sacrificing your employees’ time and efforts and experiencing lackluster business performance as a result.

The actionable way to overcome this challenge is to merge the capabilities of Salesforce and FormAssembly, the leading form builder and data collection platform that features drag-and-drop functionality. FormAssembly builds a solid bridge between your website and your CRM to boost both sales and performance.

Let’s assume that you need to send a survey and then import the collected data to a Salesforce org. With FormAssembly, you can build the form (with no advanced coding skills required), connect it with Salesforce, and analyze response data with just a few clicks.

With Salesforce and FormAssembly, you can:

  • Create responsive forms for standard and custom Salesforce objects
  • Create and update existing records
  • Create and update Salesforce Marketing Cloud records
  • Automatically fill your form with pre-existing data from Salesforce
  • Capture new leads and prospects
  • Update information in Salesforce and upload files or attachments

#2 Salesforce + LinkedIn

LinkedIn is a professional network designed to establish strong business communications and partner relationships. The social media platform has great potential and can facilitate sales optimization and lead generation. Salesforce and LinkedIn, when used together, allow marketers and business owners to generate powerful workflows.

The LinkedIn Sales Navigator is available on AppExchange and offers numerous tools and filters. These allow you to build lists of leads, narrow your search, deliver a personalized approach, and significantly increase your chances of conversion.

Let’s assume that you created a lead from the marketing campaign you launched yesterday, and you now need to collect as much information as possible about the individual. To start, all you have at your disposal is the person’s name and email. With the LinkedIn integration, you can easily use this information to find out the person’s job title, interests, and experience, all without leaving the CRM.

With Salesforce + LinkedIn integration you can:

  • Use advanced search to find the people and companies you want to reach
  • Discover the right people at your target accounts
  • Automatically save accounts and leads
  • Log activity from the Navigator to Salesforce in one click
  • Establish new relationships using insights from professional networks
  • Organize contact data with specialized tags

#3 Salesforce + Google Suite

In 2017, Google and Salesforce announced a strategic partnership that’s considered to be one of the most high-profile alliances within cloud computing.

Salesforce is a leading platform for accelerating productivity and managing business relationships. When you add a solution like G-Suite, your ability to enhance business relationships skyrockets. The integration allows companies to use Google tools like Sheets, Gmail, Docs, Drive, Calendar to view and interact with data in Salesforce Sales Cloud. Users can also run analytics from Salesforce Sales and Marketing Cloud using Google Analytics.

With FormAssembly, users can also integrate directly with important tools such as Google Sheets by using the Google Spreadsheets Connector.

Here are the most valuable benefits of this integration:

  • Log calls, meetings, and tasks in Salesforce to relieve sales reps of administrative work
  • Sync Google Contacts; add prospects and accounts from your Gmail interface
  • Gain complex insights about company and individual interactions
  • Track clicks, email opens, and engagements, and receive notifications on email opens
  • Create automated email sequences and follow-ups
  • View and update Opportunity and Stage status in Gmail

#4 Salesforce + ActiveCampaign

ActiveCampaign is a marketing automation platform that helps small companies connect and engage with customers. By connecting Salesforce and ActiveCampaign, users can identify leads and nurture them throughout the sales pipeline.

With Salesforce + ActiveCampaign you can:

  • Create highly personalized and automated emails based on the information you know about your prospects
  • Push ActiveCampaign contacts into Salesforce as leads, contacts, or both
  • Automate email follow-up to your contacts and leads from Salesforce
  • Track the effectiveness of your email campaigns
  • Target your leads based on specific parameters (for example, company size) and qualify them with custom scoring

Start using powerful integrations today

Salesforce integrations are an excellent way to make the platform even better. You can connect to the apps you need or already use to run your business in order to overcome challenges and open new horizons. Learn more about FormAssembly for Salesforce today!


Guest Contribution By: Mary Hilko is Head of Marketing at Onilab, LLC and understands firsthand how Salesforce integrations sometimes present challenges to users. To learn more about Onilab’s work, be sure to check out the Onilab team of Salesforce developers if you don’t want to tackle implementation alone.

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