While CRM software is strong on its own, integrating your CRM with other implements across your sales load establishes your job so much easier. Ideally, your CRM should serve as the core hub to all of your marketings tasks, and incorporations serve as the supporting throw inducing your central software even more powerful.
Have you ever felt exasperated running through monotonous processes that require you to go back and forth between several systems? Now that you have implemented a CRM, are you ready to expand its functionality, and have it work directly with the other implements and organisations 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 purchasers, it should also create alignment and modernize communication within your company. Now are 15 key integrations to is attached to your CRM and other business processes.
1. Email Integrations
As a sales rep, you spend a good deal of time in your inbox. Whether you are sending cold slopes, sharing data with your internal unit, or refuting potential 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 check 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 can instantaneously log a confront in your CRM, start convene notices, and send invites to meeting guests.
For HubSpot CRM customers, you can integrate the HubSpot Meeting Scheduling App, which grants expectations to book a meeting with you based on your real-time calendar availability — eliminating back and forth coordination.
3. Connector Integrations
These integratings connect your CRM to a range of works to expand functionality. You can create custom amalgamations to facilitate specific tasks to create automated workflows. Some of our favorite connector consolidations include Zapier, which automatically carries 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 implements to automate repetition tasks. You can even use Automate.io to sync your CRM with organisations such as Quickbooks and PayPal to manage invoicing or to is attached to collaborative tools such as Trello and Asana to integrate the projects with your CRM.
4. Social Media Integrations
Social media is an essential marketings implement for nearly every business. Integrating your company’s social media histories with your CRM can help you gain valuable revelation about your social audience — specifying 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 clearly want to integrate it with your CRM to streamline communication. By integrating a prospecting arrangement such as LinkedIn Sales Navigator with your CRM, you can engage precedes with personalized outreach consuming peculiarities like InMail, relevant causes, and sparkler 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 immediately, or within your CRM so you don’t have to go back and forth between applications.
7. Chassis and Data Collection Integrations
Learn more about your makes and contacts through usage constitutes and sketches squandering implements like Survey Monkey and Typeform. Any lead data you receive through your structures can be synced with contact the data used in your CRM to easily reference and analyze later on when preparing for sales meetings.
8. Calling Software Integrations
Whether you regularly host conference call with your colleagues or need to organize announces with prospects, announcing amalgamations modernize the planning and execution of phone and video calls for sales reps. When you integrate your term software with your CRM, your label details and contact’s information will be logged in your CRM for future comment and visibility. Some of our favorite announcement software integrations include 😛 TAGEND
Zoom — Meeting software that easily integrates into your docket software of choice and CRM for one-click congregates.
Uber Conference — System that allows you to schedule announces from directly within your CRM.
Aircall — Cloud-based phone system that allows auctions and support teams to manage their calls and call workflows instantly 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 gives 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 potentials and customers.
10. Proposal and Document Incorporation
By integrating a document and project software tool such as PandaDoc with your CRM, you can send proposals and contracts in one central boundary. Get contracts indicated and automatically synced with your contact information within your CRM. You can also pluck CRM data instantly into your documents.
11. Live Chat Integrations
Having a live schmooze integrating connected to your CRM ensures promises who engage with chat software on your website are captivated as leads.
Intercom , a popular live chitchat implement, can captivate website visitors as contributes when connected to your CRM. Easily capture contact information and conversation history so you are prepared when hiring with those leads.
12. Ecommerce Integrations
For sales reps working for ecommerce fellowships, integrating your online browsing go-cart stage with your CRM is critical to understanding your patrons. If your fellowship works a Shopify accumulate to sell concoctions, integrating the programme with your CRM can automatically sync products, contacts, and orderings so you have access to relevant customer information.
If your company exploits Stripe to manage online pays, integrating it with your CRM allows you automatically included brand-new contacts who receive excerpts, and forms it even easier for customers to pay debits and purchase orders immediately without back-and-forth.
13. Web Form Integrations
To save time on manual enter, the cause contemporary constitutes on your website and your CRM should be automatically synced. Integrating your CRM with entanglement way application such as WordPress , Unbounce, or Mailchimp captivates feasible guides and ensures that your contact list is always up-to-date — no manual uploads required.
14. Event Integrations
If your fellowship facilitates in-person or virtual incidents as part of your auctions programme, integrating your CRM with occasion handling software is a helpful way to understand how event ticket auctions and attendance jolt your auctions funnel.
If you use Eventbrite for live happening ticketing, integrating such systems with your CRM provides insightful data about which contacts are attending your phenomena, and how you can better connect with them in the future.
For sales reps who concentrates on selling at virtual occurrences such as webinars, integrating your CRM with a method such as GoToWebinar can be a time-saving activity. By connecting your webinar organisation with your CRM, you can easily send registration event remembrances to your contact roll, generate targeted follow-up expeditions, and appoint robust pour reports to understand your affair ROI.
15. Video Integrations
If your market team employs video as part of their strategy, integrating a video scaffold such as YouTube with your CRM can provide valuable revelations about your heads. Within your CRM, you will be able to access data about what videos and sends are most successful with your gathering, giving you leverage as you engage with possible customers.
Integrations are potent resources that can help you save experience manually working with systems and data. With a powerful CRM at the center of your the procedures and integratings facilitating plans move smoothly, you can focus on doing what you do best — selling.
Editor’s note: This announce was originally published in October 2019 and has been revised for comprehensiveness.
Read more: blog.hubspot.com