If you’re getting familiar with your CRM software and are impressed by how it works on its own, let us introduce you to your new favorite feature: integrations.
Although CRM software is powerful on its own, integrating CRM with other tools will make your job much easier. Ideally, your CRM should be the core of all your sales activities, with integrations supporting you to make your core software even more powerful.
Have you ever gotten frustrated working on tedious processes that require you to jump back and forth between multiple systems? Now that you’ve implemented a CRM in your organization, expand its functionality and make it work directly with the other tools and systems you use .
What is a CRM integration?
A CRM integration is seamless connectivity between customer relationship management (CRM) software and third-party applications. Integrations lead to automated actions that extend the functionality of the software, eliminating the need to switch between systems or platforms.
CRM is not only essential for communication with customers, but it should also create alignment and streamline communication within your company. Here are 15 key integrations to connect with your CRM and other business processes.
1. Email Integrations
Whether you’re sending cold proposals, sharing data with your internal team, or answering leads’ questions, email is your primary tool.
By integrating your Gmail or Outlook inbox with your CRM, you’ll be able to log all your emails, access the productivity tools you love, including templates and sequences, and view CRM contact details without leaving your account. your inbox.
2. Calendar integration
Stay on top of key tasks by syncing your Google or Outlook calendar with your CRM. Through two-way integration with your CRM and Google or Outlook calendar , you can instantly record a meeting in your CRM, create meeting notices, and send invitations.
For HubSpot CRM users, you can integrate Meetings Software , which allows prospects to book a meeting with you based on your calendar availability in real time, eliminating back-and-forth coordination.
3. Connector Integrations
These integrations connect your CRM with a variety of applications to expand functionality. Some of our favorite connector integrations include Zapier , which automatically transfers information between your CRM and over 1,000 third-party apps, plus Automate.io.
With Automate.io you can connect your CRM to more than 100 tools to automate repetitive tasks. You can even use Automate.io to sync your CRM with systems like Quickbooks and PayPal to manage invoicing, or to connect with collaborative tools like Trello and Asana to integrate project management with your CRM.
4. Integrations with social networks
Social media is an essential sales tool for all digital businesses. Integrating your company’s social media accounts with your CRM can help you gain valuable insights about your audience ; It provides you with valuable data that allows you to understand the content they share and engage with the most.
This way, you can connect popular platforms like Facebook , Twitter and LinkedIn to your CRM.
5. Prospecting Software Integrations
If you use a third-party tool to help you identify and engage with leads, you’ll definitely want to integrate it with your CRM to streamline this communication. By integrating a prospecting system like LinkedIn Sales Navigator with your CRM, you can engage leads with personalized outreach, using features like InMail, related leads, and activities as an icebreaker strategy within your CRM.
6. Team communication integrations
With a communication tool like Slack you can improve team coordination and accessibility. When you integrate Slack with your CRM you can use the chat functionality within Slack directly, or within your CRM so you don’t have to go back and forth between applications.
7. Form Integrations and Data Collection
Learn more about your leads and contacts through custom forms and surveys using tools like Survey Monkey and Typeform . All the data you receive through forms can be synced with contact data in your CRM, for easy reference and analysis when preparing for sales meetings.
8. Calling Software Integrations
Whether you regularly host conference calls with colleagues, or need to schedule calls with leads, calling integrations streamline the planning and execution of phone and video calls for sales reps. By integrating your calling software with CRM, call details and contact information will be recorded in your CRM for future reference and visibility . Some of our favorite calling software integrations are:
- Zoom – Meeting software that easily integrates with the calendar facilities of your choice as well as CRM for one-click meetings.
- Uber Conference – This system allows you to schedule calls directly from the CRM.
- Aircall – Cloud-based phone system that allows sales and support teams to manage calls and call workflows directly within their CRM.
- CallRail – Call tracking software that automatically syncs call and text activity to the CRM.
9. Customer Success Integrations
If your customer service organization uses a customer success software tool like Zendesk or Service Hub , integrating it with the CRM can provide useful information for future sales. With access to customer support ticket data, you can sync service activity with contact information in your CRM to stay up to date with the service needs of your prospects and customers.
10. Integration of proposals and documents
By integrating a document and proposal software tool like PandaDoc with your CRM, you can submit proposals and contracts in a central interface. Get contracts signed and automatically synced with contact information within your CRM. You can also extract data from the CRM directly to prepare your documents.
11. Live Chat Integrations
Having a live chat integration connected to your CRM ensures that leads who interact with the chat software on your website are captured as such.
Intercom , a popular live chat tool, can detect website visitors as leads when connected to the CRM. Easily capture contact information and conversation history so you’re prepared when you engage with those leads.
12. Ecommerce Integrations
For sales representatives working for e-commerce companies, integrating the online shopping cart platform with the CRM is essential to understanding customers . If your business uses a Shopify store to sell products, the platform’s CRM integration can automatically sync products, contacts, and orders so you have access to relevant buyer information.
If your company uses Stripe to manage online payments, integration with your CRM will allow you to automatically add new contacts who receive quotes, and makes it even easier for customers to pay invoices and purchase orders directly, without having to go back and forth. to another.
13. Web Form Integration
To save time on manual data entry, your website and CRM lead forms should be automatically synced. Integrating your CRM with web forms software such as WordPress , Unbounce or Mailchimp makes it possible to capture viable leads and ensures that your contact list is always up to date, without having to do it manually.
14. Event Integrations
If your company creates in-person or virtual events as part of your sales strategy, integrating CRM with event management software is a useful way to understand how ticket sales and attendance will impact sales.
If you use Eventbrite for live event ticketing, integrating this system with your CRM provides insightful data about the contacts who attend your events and how you can better connect with them in the future.
For sales reps selling at virtual events such as webinars, integrating CRM with a system like GoToWebinar can save time. By connecting the webinar system with your CRM, you can easily send registration event reminders to your contact list, create specific follow-up campaigns and complete reports on your customers’ behavior , and then see the ROI of your event.
15. Video Integrations
If your marketing team uses audiovisual media as part of their strategy, integrating a video platform like YouTube with the CRM can provide valuable lead information. Within your CRM you will be able to access data about the videos and messages that are most successful among your audience, which will give you an advantage when interacting with your contacts.
Finally, integrations are powerful resources that can help you save time working with systems and data at the same time.
Getting started with HubSpot
At HubSpot you will find a platform that offers a broad portfolio of solutions that can help SMBs channel their business efforts and quickly optimize their operations.
HubSpot’s CRM has different free tools and functions, which you can start using right now:
- Website Grader
- Buyer personas generator
- Email signature generator
- Blog idea generator
- Free business templates
Through its electronic portal you can access dozens of guides on marketing, advertising, human resources management and current events and trends in the market.
But its greatest benefit is the wide range of software that you can take advantage of to improve your business life and grow as an SME:
- Marketing Hub, specially designed for the automation of your digital marketing strategies.
- Sales Hub, a CRM tool optimized for sales, that you should adopt in order to successfully enter the world of digital commerce.
- Service Hub can help you manage customer service as a determining element in the success of a company among consumers.
- Operations Hub will help you organize your internal activities, your workers and the pending tasks to be completed.
- CMS Hub, designed to facilitate content management and offer exclusive digital experiences, capturing the attention of larger audiences.
With a powerful CRM at the center of your processes and integrations that help systems run smoothly, you can focus on doing what you do best: selling.
