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Integrations your CRM Software Should Have

Integrations your CRM Software Should Have

So, you have purchased CRM software and it has already enthralled you. While CRM tools are effective on their own, there is one thing that will make them even more powerful.

Yep, I am talking about CRM integrations. 

While your CRM software is the foundation of your sales activities, integrations with other third-party applications you use will expand its functionality, keep customer data consistent, and provide better insights. Above all, they will help you maximize your marketing, sales, and customer support strategies.

Here are ten crucial ways to integrate your CRM software with other relevant tools you use.

Social Media Integrations


Integrations your CRM Software Should Have

Integrations your CRM Software Should Have

Social media marketing may benefit your sales strategy in multiple ways. It helps you attract the right audiences, build stronger relationships with them, and convert them faster. Most importantly, social networks are treasure troves of customer information.

Precisely because of that, you should integrate your social accounts with your CRM tool

For starters, social CRM provides richer and actionable customer insights. That way, you will understand followers’ preferences – what posts they engage with, what kind of content they share, what inspires them to take action – and adapt your marketing efforts to them. 

Social media integrations also allow you to improve user experiences and provide instant feedback. You will also be able to monitor brand mentions to detect complaints and resolve customers’ problems faster. 

Most importantly, you will provide consistent and immediate customer support across all platforms your audiences use.

Business Phone System Integrations

According to recent statistics by BrightLocal, over 60% of customers will dial your call centre after finding your company online. Phone calls make customer interactions more personal.

The only problem with this form of customer support lies in the fact that tracking its results may be challenging. Fortunately, you can fix this problem fast by investing in the right cloud tools. 

For starters, instead of analogue phone systems, start using online business phone service that offers CRM integrations. By integrating CRM with your business phone system, you will be able to:

  • Map out every step your customer takes during their buying journey.
  • Track, view, and analyze customer every interaction along the shopping journey.
  • Evaluate brand sentiment.
  • Understand each customer’s specific needs, problems, and preferences.
  • Get automated notifications on any customer account changes, such as new customer support cases, failed purchases, etc.
  • See on-screen popups with caller data, such as their previous support inquiries, previous purchases, and frustrations. That way, your customer support agents will be able to communicate with users more effectively and personalize their experiences.

Email Integrations


email integrations

No matter if they are sending out cold pitches, communicating with their teams, or responding to customer inquiries, email is any sales rep’s go-to tool. As such, it is one of the first things you should integrate with CRM software.

By integrating your email tool and CRM, you will be able to manage contacts, lead data, sales, tasks, and deadlines from one central location. 

Calendar Integrations

If you use Google or Outlook calendars to schedule meetings, it is time to integrate them with your CRM tool. CRM tools will automatically replicate your sales activities and meetings. Moreover, they also offer scheduling apps that will allow prospects to book meetings with you, based on your calendar’s availability that updates in real-time.

That way, you will be able to manage all activities from a single, centralized place and make sure important sales opportunities will not slip off your radar.

Team Communication Integrations



To improve employees’ communication, many businesses invest in a wide range of employee collaboration tools, such as Slack, Spark, or HipChat. To get the most out of these tools, consider integrating them with your CRM software. 

For example, by integrating ZohoCRM and Slack, you will be able to share insights from your CRM software directly with your team via Slack. Moreover, you will get notifications about important events, deadlines, tasks, and calls in CRM, as well as send automated messages.

Live Chat Integrations

Integrations your CRM Software Should Have2

Integrations your CRM Software Should Have2

Live chat has become immensely popular over the past few years. By providing personalized, immediate, and relevant feedback, it allows companies to boost customer experiences and build stronger relationships with them. 

When integrated with your live chat tool, a CRM tool will capture all prospects that use your live chat functionalities and add them to your list of leads. That way, you will learn more about your potential customers and be able to provide personalized user experiences.

Ecommerce Integrations



With the rapid expansion of the e-commerce landscape, online retailers need to focus on providing impeccable customer experiences. And, that is where integrating your e-commerce platform with a CRM tool shines. 

Ecommerce integrations will help you automatically synch your products, leads, contact data, and orders so you can access them directly from your CRM platform. This will provide you with consistent and accurate customer data, allowing you to make faster and user-oriented marketing decisions.

Accounting Integrations

Small businesses with limited budgets often decide to invest in a cloud-based accounting tool to help them with their cash flow. If you already use accounting tools like Xero or QuickBooks, why not get the most out of them by integrating them with your CRM software?

Accounting software integrations let you add invoicing, sales quotes, order forms, and expense forms to your CRM and keeps this data up-to-date. You will get end-to-end insights into the customer journey, from a visitor to paid customer invoice, without having to switch screens. 

Lead Gen Form Integrations

Adding a fully-optimized web form to your website or dedicated landing pages is critical for generating qualified leads. However, manually entering lead data may be extremely frustrating. That is why you should consider integrating a CRM tool with your web form software, such as Mailchimp or Unbounce. That way, you ensure your leads are captured and synched automatically, while your contact list will always be up-to-date.

Sales Prospecting Integrations

If you have already invested in a sales prospecting tool, such as LinkedIn Sales Navigator, Leadfeeder, or Followerwonk, you will want to integrate it with your CRM tool. 

Namely, users do not always fill out lead gen forms when visiting your website. With the help of CRM tools, they do not have to do so anymore. By integrating your sales prospecting tool with CRM software, you will automatically populate your CRM with the individuals that a sales prospecting tool identified on your site.

Over to You

Integrations with third-party tools are one of the most significant features your CRM software offers. They will streamline many repetitive tasks, save you a lot of time, and help your system run smoothly. By collecting and synchronizing customer information automatically, you will be able to provide highly personalized experiences and do what you are passionate about – selling.