While CRM software is powerful on its own, integrating your CRM with other tools across your marketings stack shapes your job so much easier. Ideally, your CRM should serve as the core hub to all of your sales activities, and incorporations serve as the supporting cast constructing your central software even more powerful.
Have you ever felt frustrated running through tedious procedures that require you to go back and forth between multiple systems? Now that you have implemented a CRM, are you ready to expand its functionality, and have it work directly with the other tools and structures you use?
If you answered yes to these questions, it’s time to start using CRM integration.
Your CRM is not only essential for communicating with patrons, it should also create alignment and streamline communication within your company. Here are 15 key integrations to is attached to your CRM and other business processes.
1. Email Integrations
As a sales rep, you expend a lot of time in your inbox. Whether you are sending cold pitches, sharing data with your internal team, or answering prospect questions, email is your go-to tool.
By integrating your Gmail or Outlook inbox and CRM you’re able to log all of your emails, access productivity tools you adore including templates and sequences and envision all of your CRM contact data without leaving your inbox.
2. Calendar Integrations
Stay on top of key tasks by syncing your Google or Outlook calendar with your CRM. Using two-way integration with your CRM and Google or Outlook calendar, you are eligible to instantly log a session in your CRM, establish meeting notices, and send invites to meeting guests.
For HubSpot CRM consumers, you can integrate the HubSpot Meeting Scheduling App, which lets prospects to book a meeting with you based on your real-time calendar availability — eliminating back and forth coordination.
3. Connector Integrations
These consolidations connect your CRM to a range of applications to expand functionality. You can create custom integratings to facilitate specific tasks to create automated workflows. Some of our favorite connector consolidations include Zapier, which automatically transmits info between your CRM and over 1,000 third-party apps, and Automate.io.
With Automate.io, you can connect your CRM to over 100 tools to automate repetition chores. You can even use Automate.io to sync your CRM with structures such as Quickbooks and PayPal to manage invoicing or to is attached to collaborative tools such as Trello and Asana to integrate project management with your CRM.
4. Social Media Integrations
Social media is the key marketings tool for nearly every business. Integrating your company’s social media reports with your CRM can help you gain valuable revelation about your social audience — valuable data letting you know what content they share and engage with most.
5. Prospecting Software Integrations
If you use a third-party tool to help you identify and engage with prospects, you definitely want to integrate it with your CRM to streamline communication. By integrating a prospecting system such as LinkedIn Sales Navigator with your CRM, you can engage results with personalized outreach employing features like InMail, pertained contributes, and frost breakers within your CRM.
6. Team Communication Integrations
Using a communication tool such as Slack, you can improve team coordination and accessibility. When you integrate Slack with your CRM, you can use chat functionality within Slack directly, or within your CRM so you don’t have to go back and forth between applications.
7. Kinds and Data Collection Integrations
Learn more about your results and contacts through tradition forms and surveys use tools like Survey Monkey and Typeform. Any lead data you receive through your kinds is likely to be synced with contact data in your CRM to easily reference and analyze later on when preparing for sales meetings.
8. Calling Software Integrations
Whether you regularly host conference calls with your colleagues or need to organize calls with prospects, calling integrations streamline the planning and execution of phone and video calls for sales reps. When you integrate your scream software with your CRM, your bawl details and contact’s information will be logged in your CRM for future citation and visibility. Some of our favorite holler software integrations include 😛 TAGEND
Zoom — Meeting software that readily integrates into your calendar software of choice and CRM for one-click fulfills.
Uber Conference — System that allows you to schedule calls from immediately within your CRM.
Aircall — Cloud-based phone system that allows sales and support teams to manage their calls and call workflows immediately within their CRM.
CallRail — Call tracking software that automatically syncs call and text message activity with CRM.
9. Customer Success Integrations
If your customer service organization utilizes a customer success software tool such as Zendesk or Service Hub, integrating it with your CRM can provide useful information for future marketings. With access to customer help ticket data, you can sync service activity to contact information in your CRM to stay up to date with the service needs of your prospects and customers.
10. Proposal and Document Integrating
By integrating travel documents and recommendation software tool such as PandaDoc with your CRM, you can send proposals and contracts in one central interface. Get contracts signed and automatically synced with your contact information within your CRM. You can also draw CRM data immediately into your documents.
11. Live Chat Integrations
Having a live converse consolidation connected to your CRM ensures prospects who engage with chat software on your website are captured as leads.
Intercom , a popular live chat tool, can capture website visitors as makes when connected to your CRM. Easily capture contact information and conversation history so you are prepared when involving with those leads.
12. Ecommerce Integrations
For sales reps working for ecommerce corporations, integrating your online shopping go-cart platform with your CRM is critical to understanding your clients. If your corporation applies a Shopify storage to sell products, integrating the platform with your CRM can automatically sync products, contacts, and orders so you have access to pertinent customer information.
If your company employs Stripe to manage online pays, integrating it with your CRM allows you automatically add brand-new contacts who receive mentions, and shapes it even easier for customers to pay invoices and purchase orders immediately without back-and-forth.
13. Web Form Integrations
To save time on manual entering, the lead-in generation shapes on your website and your CRM should be automatically synced. Integrating your CRM with web form application such as WordPress , Unbounce, or Mailchimp captures viable contributes and aims to ensure that your contact roll is always up-to-date — no manual uploads required.
14. Event Integrations
If your corporation facilitates in-person or virtual events as part of your marketings strategy, integrating your CRM with occurrence management application is a helpful mode to understand how event ticket sales and attending wallop your marketings funnel.
If you use Eventbrite for live event ticketing, integrating this system with your CRM provides insightful data about which contacts are attending your occurrences, and how you can better connect with them in the future.
For sales reps who concentrates on selling at virtual events such as webinars, integrating your CRM with a structure such as GoToWebinar can be a time-saving activity. By linking your webinar system with your CRM, you can easily send registration event reminders to your contact roster, make targeted follow-up campaigns, and generate robust funnel reports to understand your event ROI.
15. Video Integrations
If your marketing squad applies video as part of their strategy, integrating a video platform such as YouTube with your CRM can provide valuable insights about your leadings. Within your CRM, you will be able to access data about what videos and contents are most successful with your audience, giving you leverage as you be participating in potential customers.
Integrations are powerful resources that can help you save time manually working with systems and data. With a powerful CRM at research centers of your the procedures and incorporations helping structures run smoothly, you can focus on doing what you do best — selling.
Editor’s note: This post was originally published in October 2019 and has been updated for comprehensiveness.
Read more: blog.hubspot.com