From sales & marketing to HR, every business unit relies on multiple work apps for effective process management. Since these apps are not synchronized, most teams experience excessive siloed data that impacts communication and user productivity levels.
If you are experiencing such issues within your organization, it is high time to integrate your work apps within Salesforce. By integrating apps with Salesforce, you will be able to unify sales, marketing, and all crucial processes and work collaboratively on tasks at hand. With shared data, your team members will have a better view of data which will help them overcome productivity and communication concerns.
You can integrate your favorite work apps related to emailing, CMS, market automation tools, cloud platforms, communication apps, or other on-premise/cloud solutions on Salesforce with much ease. With Salesforce's drag-drop and shared logic development capability, you can integrate and customize apps with minimal coding efforts.
Depending on your data architecture and integration complexity, you can avail suitable Salesforce Integration Services from a Salesforce Integration Consultant. In this blog, we have listed three common integration methods that will help you identify your immediate and future integration needs.
- Salesforce-Native Integration
Native integration can begin inside Salesforce or one of your business applications. It can be done with a few clicks and generally involve no coding or complex IT work. Salesforce offers two main solutions to integrate apps natively — the AppExchange and the Mulesoft Anypoint platform.
a) Integration With AppExchange Apps
AppExchange is the leading app marketplace for Salesforce apps. There you can find major Salesforce compatible apps/software solutions. However, you may get overwhelmed by the variety of solutions available on the AppExchange platform. To narrow down your list of AppExchange apps and integrate solutions with desired configurations, consider hiring a Salesforce Integration Consultant.
b) Salesforce Integration With Mulesoft
When there is no built-in integration available for Salesforce and third-party applications, Mulesoft AnyPoint is the tool to go for. Using Mulesoft, Salesforce Integration Partners create APIs, reuse code logic/components, develop new manageable solutions, combine batch/real-time processing for data integration, connect legacy databases/SaaS applications/back-end systems, and more.
- App-Native Integrations
Many popular applications and software services offer built-in integration with Salesforce. These can be integrated with little to no assistance on your own. However, some solutions do not offer Salesforce-native integrations. For such solutions, you will need professional integration assistance. To accomplish app unification, look for a Salesforce Integration Services provider that can help you set up a workflow and automate processes for better optimization. Here is a list of popular integrations for Salesforce for your knowledge :
a) Mailchimp-Salesforce Integration
Mailchimp is marketing, automation, and email marketing platform that offers native integration with Salesforce via an AppExchange available plugin. After you install the Mailchimp app in your account, follow the step-by-step list of instructions to connect the two apps and facilitate a proper functionality transfer.
b) Hubspot-Salesforce Integration
Both Hubspot and Salesforce are used by Sales and Marketing teams in some way or the other. If you plan to integrate the two best marketing tools, visit Hubspot App Marketplace which is very similar to Salesforce’s AppExchange. Once you’ve integrated Hubspot and Salesforce, you’ll be able to share leads, accounts, contacts, deals, and tasks.
c) Slack-Salesforce Integration
Slack is another tool that marketers and salespersons use on a day-to-day basis. It allows you to communicate and share data publicly, privately, or in a shared capacity. If you have business units that are not well connected, then Salesforce Slack integration is what you should consider boosting communication across your organization.
Other app-native integrations that you must consider to boost workflow, communication, and data access levels include Outlook, Jira, Quickbooks, Google Cloud, ActiveCampaign, Dropbox, DocuSign, etc.
- Third-Party Integrations With Salesforce
If your favorite business applications do not offer Salesforce-native or app-native integrations, you may need to consider third-party Salesforce apps. Apps like Zapier, Workato, Automate.io are some of the third-party apps you can use to integrate with Salesforce. Remember that third-party integrations can be difficult to customize, however, with a Salesforce Integration Consultant, you should be able to ensure a botch-free app integration.
Bottomline
Application integration is necessary to overcome data silos and facilitate seamless data access within the organization. Depending on the integration needs, you can choose any of the above methods to unify apps/data in Salesforce. To ensure application integration is cost-effective and botch-free, don’t hesitate to contact a Salesforce Integration Consultant.
Damco Group has proven experience in integrating on-premise and cloud-based solutions on Salesforce. We leverage the platform’s built-in APIs, AppExchange apps, and excellence on various iPaaS to integrate business-centric solutions. To avail of our affordable and ROI-friendly Salesforce Integration Services, click here.
0
