Top 5 Salesforce Integration Add-Ons
How to get the most out of your Salesforce CRM
November 1, 2021 · 4 min read
Are you looking to get the most out of Salesforce? Salesforce is one of the most popular CRMs, but it also has many add-ons to boost your workflow. We’ve worked to compile a list of 5 of our favorite Salesforce integrations with added links to more information to help you get the most bang for your buck.
Before we get started, let's review some of the basics of the platform. Salesforce is the leading world's CRM platform. It offers extensive customization, team collaboration, and easy management of your constituent data. To learn more about Salesforce, click here.
Now that we have the basics down let's get started with our top 5 add on's available.
Gratavid is a tool for collecting & sending personalized video via email & text. Personalized video is a great addition or alternative to the traditional phone call or thank you card.
Use Gratavid to thank donors, share impact, and connect in a personal way. Use Gratavid’s video request feature to collect video testimonials, thank you videos from the board, share impact stories, and/or any videos from your organization.
The Gratavid integration allows you to automatically send Gratavids when a donation is received. Or, create a Gratavid task for high-value gifts or first-time donors. The integration then automatically sends engagement data (video sent, video watched, video reply received) back into Salesforce.
The Gratavid iOS & Android apps make it easy for anyone on your team to record a personalized video regardless of tech-savviness.
G-Suite is Google's cloud computing and software tools consisting of Gmail, Google Calendar, Google Drive, Google Meet, Google Chat, as well as Google Sheets, Docs, and Slides.
The integration add-on has three different native integrations and a few third-party integrations. Use Lightning for Gmail to bring your Salesforce constituent data into Gmail and Google calendar. It also allows you to make adjustments without going back and forth between the two platforms. Google Drive for Files Connect enables you to attach files from your Google Drive account to Salesforce records. The third native integration, Data Connector for Salesforce, allows you to sync Salesforce and Google Sheets data.
Mailchimp is an email marketing platform that allows you to create, send, and track your email campaigns.
The integration add-on that can be connected to Salesforce via AppExchange, a native integration, as well as a few third-party integrations. By connecting Mailchimp to your Salesforce account, you can view and manage campaigns from within Salesforce, view and manage subscriptions, and bring in your contacts from Salesforce.
DocuSign is a software that allows you to electronically sign documents and agreements from anywhere.
The integration connects to Salesforce via AppExchange, a native integration, as well as a few third-party integrations. By connecting Salesforce to DocuSign, you can digitally send, sign, and track all of your Salesforce agreements. This helps to reduce paper waste, limit barriers, and shorten cycle times.
Slack is a workplace communication tool. The messaging app can be used on multiple devices and offers and safe and reliable place to communicate with members of your team.
The integration connects to Salesforce via the native integration or from a few different third-party integrations. By connecting Slack to Salesforce, you can search Salesforce instance from Slack and share it via Slack, share contact records, leads, and opportunities. It allows you to transmit messages between Salesforce Chatter and a specific Slack Channel of your choice.
Here is the complete list of Salesforce add-ons. The first step to streamlining your processes is to understand which processes are likely to be most beneficial to streamline.
Ready to stand out with personalized video?
Check out our favorite Gratavid testimonials below, and visit Gratavid.com for examples and to learn more.