Connecting Salesforce to Other Apps for Productivity Boost

Salesforce itself is a powerful tool for customer management and sales operations. It could be even more effective when connected to other online and offline tools. For instance, you may consider Salesforce to SQL Server integration or Salesforce connection with HubSpot.

This article provides several popular integration scenarios of Salesforce with other popular tools. You’ll get to know how to connect Salesforce to a specific service and which benefits it provides to your business.

Salesforce and MySQL Connection

Given that Salesforce has a lot of mechanisms, including APIs and APEX code, it’s rather easy to connect to other tools. However, this process requires some time and plenty of technical expertise. As a good alternative to tech-wise integration, let’s consider third-party tools, such as Skyvia, for that.

Skyvia is a universal data platform designed not only for data integration but also for various data-related tasks. However, in this article, we focus on its Data Integration product as it’s designed for connecting different tools and data exchange between those.

With Skyvia’s Data Integration, you can:

• Import data from SQL Server to Salesforce or vice versa.
• Export Salesforce data into a CSV file and upload it to other apps.
• Synchronize SQL Server database with Salesforce tables.
• Replicate Salesforce data to SQL Server for data storage and consolidation.
• Build complex data integration pipelines and scenarios.

Skyvia has a range of benefits:

• Powerful data transformation options.
• Data mapping settings.
• No-code interface.
• 170+ supported connectors (cloud apps, databases, and data warehouses).
• Suitable plans for any kind of company.

Now, let’s have a look at the example of how to connect SQL Server and Salesforce using Skyvia.

1. Log into your Skyvia account or create a new one.
2. Make sure that both Salesforce and SQL Server connectors are already in the system. Otherwise, create connectors by going to the top menu and selecting Create New > Connection. Select Salesforce or SQL Server from the list of available options, and provide all the requested details there.
3. Go to Create New -> Import in the top menu.
4. Select SQL Server as a source and Salesforce as a target.
5. Click Add task to configure import integration.
6. Specify the object to transfer and define the DML operation.
7. Set the mapping between SQL Server and Salesforce, and click Save.
8. Create the task and click Run to start the integration immediately. Otherwise, indicate scheduling parameters to start integration at a definite point in time.

This integration might be of great value for those who want to enrich Salesforce data with information stored on SQL Server.

Slack and Salesforce Integration

Both Slack and Salesforce belong to the same company owner, so integrating them isn’t too complicated. There are several methods for that, including integrations on the Salesforce side as well as on the Slack side. Here, we’ll discuss how to connect two apps on the Slack side.

1. Install and configure the Slack app for Salesforce.
2. Visit the Salesforce page in the Slack App Directory.
3. Click Add to Slack. You’ll be redirected to the landing page of the Salesforce app.
4. Follow the instructions to authenticate with Salesforce and configure the integration properly.
5. In the Slack desktop app, click Apps at the top-left corner of the sidebar.
6. Search for Salesforce and select it.
7. In the app’s Home tab, click Connect account.

Such an integration could be beneficial for tracking and discussing the sales pipelines. It may also be very convenient to elaborate on the Salesforce records within the team without switching between two tools.

HubSpot Salesforce Integration

Integrating HubSpot with Salesforce enables organizations to streamline data synchronization. It also improves collaboration between teams and enhances marketing and sales automation processes. Find short guidelines for connecting these two services below.

1. In HubSpot, navigate to Settings > Integrations > App Marketplace.
2. Select Salesforce and click Connect.
3. Enter your Salesforce credentials and grant permissions to integrate HubSpot with Salesforce.
4. Define the sync direction (HubSpot to Salesforce, Salesforce to HubSpot, or both).
5. Select the record types to sync (Contacts, Leads, Opportunities, etc.).
6. Map custom fields between HubSpot and Salesforce for data synchronization.
7. Create and update records in HubSpot and Salesforce to ensure data synchronization works correctly.
8. Verify field mappings, data accuracy, and sync frequency.

Salesforce and DocuSign Integration

DocuSign connection to Salesforce enables organizations to automate and streamline the document signing process. As a result, it provides a great potential for enhancing collaboration with stakeholders. DocuSign functionality integrated into CRM also improves efficiency in managing contracts, agreements, and other documents directly within Salesforce.

1. Install a native DocuSign App to integrate eSignature capabilities directly within Salesforce. For that, go to Salesforce AppExchange, search for DocuSign, and install DocuSign eSignature for Salesforce.
2. Follow the on-screen instructions to connect DocuSign to your Salesforce instance.
3. Grant necessary permissions and API access to integrate DocuSign with Salesforce.
4. Configure DocuSign settings, templates, and user permissions within Salesforce.
5. Map Salesforce objects and fields to DocuSign templates and tags for automated document generation and population.

With this integration, you’ll be able to:

• Create or update Salesforce records (e.g., Opportunities, Contracts) and send documents for signature directly from Salesforce to initiate the DocuSign process.

• Monitor and track DocuSign document statuses, view signing history, and manage documents directly within Salesforce records.

• Set up automated workflows and triggers in Salesforce to initiate DocuSign processes based on specific events, criteria, or record updates.

Mailchimp and Salesforce Connection

Another fruitful integration for businesses is the connection between Salesforce and Mailchimp. It simplifies contact data synchronization and marketing campaign automation.

1. ​​In Salesforce AppExchange, search for Mailchimp and install it.
2. Follow the on-screen instructions to connect Mailchimp to your Salesforce instance.
3. Grant necessary permissions and API access to integrate Mailchimp with Salesforce.
4. Configure Mailchimp settings, lists, segments, and user permissions within Salesforce.
5. Map Salesforce objects and fields to Mailchimp lists and tags for data synchronization and segmentation.

Mailchimp Salesforce integration helps businesses to:

• Automatically synchronize Salesforce contacts, leads, and campaign data with Mailchimp lists and segments.

• Create and manage Mailchimp email campaigns directly from Salesforce.
• Design, schedule, and send targeted email campaigns to Salesforce contacts and leads using Mailchimp templates and automation features.

Summary

Salesforce is very popular, so it can easily integrate with other tools and platforms. You may use native integration methods or third-party services for integration.