10 Key Integrations with CRM to make your business process seamless

10 Key Integrations with CRM to make your business process seamless

10 Key Integrations with CRM to make your business process seamless

By: Akshata Shirsath | 3 mins read
Published: Oct 31, 2019 12:15:09 PM | Updated: Jun 12, 2024 01:49:12 AM

If you have been an active user of the CRM software and are satisfied with how it functions, you might appreciate another new feature – integrations.

 While CRM tool is quite capable by itself, integrating your CRM with other tools throughout your sales process can make your job more effective and easier. CRM will serve as the centre to all of the sales related activity, and integrations gives that extra support making your CRM software more powerful. While working through tedious processes it can be frustrating to go back and forth between multiple systems which is where integration comes in handy.

 But first, let us look at what is CRM integration?

A CRM integration is the blending or connectivity between the CRM software and third-party applications. This integration leads to programmed actions speed up the functionality of your software and reducing the need to go back and forth between systems.

 CRM is not only beneficial to communicating with customers but also to align communication with your team. 

If you want to have a robust CRM make sure to follow any of these key integrations:

Email Integrations

Email is a go-to tool for any sales rep. Whether it is answering customer questions or sharing data with internal team this is the tool that you always reach for. Integrating Gmail or Outlook inbox and CRM you can log all the emails and get some productivity tools that include templates and sequences. In addition, you can access your CRM contact data without leaving your inbox.

 Calendar Integrations

Complete your tasks in a timely manner by syncing your Google or Outlook calendar with your CRM. By using two-way integration with your calendar and CRM, you can create a meeting in your CRM along with meeting notes and send invites to meeting guests. HubSpot CRM users can use HubSpot Meeting Scheduling Aps, which enables prospects to schedule a meeting with you based on your real-time calendar availability without the need of coordination.

 Social Media Integrations

For any business social media is an important tool. Integrating your social media platform and CRM provide you with valuable data by giving you insights about your customers and what content they engage with more. It can also help you schedule and automate postings. You can connect platforms like Facebook, Twitter, and LinkedIn to your CRM.

Prospecting Software Integrations

If you use any third-party tool to identify and connect with prospects, you can integrate it with your CRM in order to have a smooth communication. When you integrate a prospecting system like LinkedIn Sales Navigator, you can engage leads with personalised emails and utilising various features in your CRM.

Team Communication Integrations

To improve team coordination and accessibility you can use a communication tool like Slack. By integrating Slack with your CRM, you can use the chat function within Slack or on CRM, so you don’t have to switch between applications.

 Forms and Data Collection Integrations

You can learn more about your contacts through forms and survey by using tools like Survey Monkey and Typeform. Whatever data is collected through these forms will be synced with contact data in your CRM. This will make referencing and analysing easier.

 Live Chat Integrations

Live chat integrated to your CRM makes sure that prospects who engage with chat software on your website are set aside as leads. One such popular live chat tool is Intercom that captures website visitors as leads. This will help you get contact information easily as well as the conversation history so that you are prepared to engage with them.

 Web Form Integrations

In order to save time on manual entry, lead generation forms on your website and CRM should be synced. Integrating CRM with web form software like WordPress or Mailchimp can capture potential leads and will make sure that your contact list is updated automatically.

 Ecommerce Integrations

Sales reps working in e-commerce companies need to understand their customers. Integrating your shopping cart platform with CRM will help you do that. If your company uses Shopify store to sell products, integrating this platform with CRM will sync products, orders and contacts which will give you access to shopper information. With some tools like Stripe which companies use to manage online payments, integration can allow them to add new contacts who receive quotes. It also makes it easier for customers to pay their invoices and purchase orders directly.

 Calling Software Integrations

Last but not least, integrating calling software with CRM will help you log in your call details and contact information on your CRM. This will be handy in your future reference. This can be useful to organise calls and create a smooth planning and execution calling process for sales reps.

These integrations can make your life a lot easier and the day-to-day operations a piece of cake.


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