Essential integrations to link your CRM with other business processes
Discover 15 essential integrations to link your CRM with other business processes
Discover 15 essential integrations to link your CRM with other business processes
Your CRM serves not only as a vital tool for customer communication, but also as a means to achieve cohesion and streamline communication within your organization. Discover 15 essential integrations to link your CRM with other business processes:
Sales representatives frequently use their inboxes for various purposes, from cold pitches to sharing data with internal teams. Integrating your Gmail or Outlook inbox with your CRM enables seamless email logging, access to productivity tools like templates and sequences, and the ability to view CRM contact data without leaving your inbox.
Synchronize your Google or Outlook calendar with your CRM to efficiently manage crucial tasks. Two-way integration between your CRM and calendar allows you to log meetings, create notifications, and send invites to attendees with ease. Creatio CRM users can also benefit from using Calendar, which simplifies scheduling based on real-time calendar availability.
These integrations link your CRM to various applications, enhancing its functionality. Custom integrations can be created to automate specific tasks and workflows. Popular connector integrations include Zapier and Make, which enable seamless data transfer between your CRM and over 1,000 third-party apps. Make also offers a visual automation platform to design simple and complex workflows, facilitating data exchange with numerous systems, such as QuickBooks, Stripe, Monday, ClickUp, and Asana.
Incorporating your company's social media accounts with your CRM grants valuable insight into your social audience's engagement patterns. Social media integrations can also streamline and automate posting to platforms like Facebook, Twitter, and LinkedIn.
Streamline communication by integrating your CRM with third-party prospecting tools like LinkedIn Sales Navigator. Engage leads with personalized outreach through features like InMail, related leads, and ice breakers within your CRM.
Improve team coordination and accessibility by integrating a communication tool like Slack with your CRM. Utilize chat functionality directly within Slack or your CRM to reduce switching between applications.
Custom forms and surveys with tools like Survey Monkey and Typeform can help gather valuable information about leads and contacts. Sync this data with your CRM for easy reference during sales meetings.
Integrating calling software with your CRM streamlines the organization and execution of phone and video calls. Some recommended calling software integrations include Zoom, Uber Conference, Aircall, and CallRail.
Integrate customer success tools like Zendesk with your CRM to gain valuable insight for future sales. Sync service activity with CRM contact data to stay informed about prospects and customers' needs.
Integration with document and proposal software like PandaDoc enables sending proposals and contracts within one central interface. Sign contracts and sync them with your CRM contact data, and even import CRM data directly into your documents.
Connecting live chat integrations like Intercom to your CRM ensures that prospects engaging with chat software on your website are captured as leads. Easily access contact information and conversation history for future engagement.
Ecommerce sales reps should integrate their online shopping cart platform with their CRM to better understand customers. Integration with platforms like Shopify and payment processors like Stripe ensures access to relevant shopper information
Automatically sync your website's lead generation forms with your CRM by integrating web form software like WordPress, Unbounce, or Mailchimp. This eliminates manual uploads and keeps your contact list up-to-date.
Integrate event management software with your CRM to gauge the impact of in-person or virtual events on your sales funnel. Integrating your CRM with platforms like Eventbrite for live event ticketing offers valuable data about attendee engagement and potential future interactions. For sales reps who focus on virtual events, such as webinars, connecting your CRM with a platform like GoToWebinar saves time. This integration allows you to send registration reminders, create targeted follow-up campaigns, and generate comprehensive funnel reports to evaluate event ROI.
Integrating a video platform like YouTube with your CRM offers valuable insights about your leads' engagement with your marketing videos. Access data about the most successful videos and messages within your CRM to better engage with potential customers.
Integrations serve as powerful tools to save time spent on manual tasks and streamline data management. With a robust CRM at the core of your operations and integrations facilitating seamless workflows, you can concentrate on what you excel at—selling.