If you’re reading this, you’re probably familiar with CRM systems and might even be using one already, but did you know that there are hundreds of thousands of integrations out there that could be making your life easier?
Thanks to handy dandy APIs, most customer relationship management systems are fully customizable to suit your needs.
Maybe you would like to integrate your CRM with an external platform or maybe you want to automate certain mundane, internal processes. There is virtually no limit to what these integrations can do to maximize your marketing (and sales) performance.
So finally, the question you’ve been waiting for – what are some of the best CRM integrations on the market?
Our top picks for CRM marketing integrations
- Surfe (ex-Leadjet)
For the revenue teams out there, this one’s for you. (You can thank us later).
Building prospect lists and connecting with business professionals on LinkedIn is fairly simple, but transferring all of this data to the CRM can be time consuming and inefficient – which is where Surfe comes into play.
Surfe builds a bridge between your CRM and LinkedIn, saving you time when building contact lists and enriching prospects for your next digital marketing campaign. Say goodbye to bounceback emails and hello to Surfe.
- Synchronize LinkedIn interactions, messages, and data to the CRM
- View and update HubSpot, Salesforce, Copper, and Pipedrive pipelines from LinkedIn
- Embed custom fields in LinkedIn
- Enrich LinkedIn prospects (phone and email) and export contact lists to the CRM
- Receive notifications when CRM data becomes stale (and update it with one click)
- Assign notes and tasks to LinkedIn profiles
- Customizable message templates
With Surfe, you never have to worry about copy and pasting information or switching tabs to update your CRM again. The extension takes all of the grunt work out of customer relationship management so you can reallocate that time into prospecting, creating engaging content, and boosting those conversion rates.
The LinkedIn Chrome extension connects to HubSpot, Salesforce, Salesloft, Pipedrive, Copper, and Sales Navigator and has been downloaded over 9000+ times on the Chrome Web Store.
Pros: Highly customizable to suit your needs, ensures 100% data accuracy in the CRM, can be rolled out across teams to standardize CRM data
Cons: Limited to the LinkedIn interface, only available for HubSpot, Salesforce, Salesloft, Pipedrive, Copper, and Sales Nav users
Pricing: Starts at €23 per month. (Free plan available)
- Seventh Sense
Limited to HubSpot users, but a serious must have if HubSpot is part of your marketing tech stack.
Sending out email campaigns is risky. Bouncebacks and failed deliveries can cut your chances of success in half before even reaching the intended recipient – but not for long.
Seventh Sense uses artificial intelligence to bring precision to your email marketing campaigns. The integration can actually detect the hours that your prospect is most active on HubSpot and trigger the campaign to be sent during this time window to increase the likelihood of reception and engagement.
- Email engagement metrics
- Artificial intelligence for deliverability optimization
- Staggered email sending
- Editable email blasts
With Seven Sense, your open and click through rates are bound to skyrocket. Send out email campaigns with confidence, knowing that you’ve maximized the chances of your recipient receiving your message.
As of right now, Seventh Sense only connects with HubSpot and Marketo, but hopefully there will be more CRM integrations in the future!
Pros: Allows mass email campaigns to be tailored to a users specific needs, prevents email throttling
Cons: Isn’t compatible with date-based workflows in HubSpot, limited to HubSpot users
Pricing: Starts at $64 per month. (No free trial, but Split Test Automation and Deliverability Audit tools are free)
Collecting data and insight from your consumers has never been easier.
Multi channel marketing has slowly become an industry standard over the past decade. Information is constantly being thrown at us from all different directions, and without a centralized place to harness this data, it’s essentially useless.
Whether it be for decision making purposes, feedback, or simply furthering the day-to-day activities of your operation, Jotform is a great tool that simplifies the processing of information. Not only does Jotform handle the acquisition of data, but it also synchronizes the responses to your CRM so that you can take action immediately.
- Google Analytics data tracking
- Data submission export
- Custom CSS
- Email validation
- Electronic signatures
- Payments, subscriptions, and coupons
With hundreds of pre-made templates and a very intuitive interface, Jotform makes it easy (and fun) to collect information. The tool is not limited to forms, but can also be used to build online stores, apps, tables, reports, PDFs, and more.
Jotform connects to almost 20 CRMs with HubSpot, Pipedrive, Salesforce, Zoho, Keap, and Zendesk being the most popular.
Pros: Versatile in terms of functionality, mobile responsiveness and app, very engaged support team
Cons: Must upgrade plans to increase your monthly submission limit and add users
Pricing: Starts at $29 per month. (Generous free trial and free plan available)
Conversational insights don’t have to be exclusive to your sales teams.
Having a call with one of your prospects or clients is one thing, but being able to extract the right information and use it to guide your marketing decisions is another.
Modjo is a conversational analysis tool that can be used to collect insights from your calls with prospects, clients, partners, and more! With Modjo, your conversations will be analyzed and evaluated with all relevant data being recorded in the CRM automatically.
- Record calls and transcribe conversations
- Identify which topics were most prevalent in a call
- Track how much time was spent discussing each topic
- Access your sales pipeline as you speak
- Organize calls by subject and team in your library
- Take notes during calls
With Modjo, you can quickly identify the habits of your most successful performers and use the recordings and transcriptions to mirror them. Thanks to the video recording software, you don’t have to worry about forgetting what was said and can use the insights to optimize your performance.
Modjo connects to CRMs such as HubSpot, Salesforce, Pipedrive, Zoho, Sellsy, and Zendesk.
Pros: Fosters collaboration, connects with common tools such as Slack, Zoom, and Google Meet (not limited to CRMs)
Cons: Limits privacy, transcription is not always accurate
Pricing: Quote provided upon request. (No free trial or free plan available)
Quickly determine who’s hot (and who’s not) amongst your website visitors.
Imagine being able to deliver a customized experience to all of your prospects.
Instead of wasting time and energy on trial users that aren’t likely to convert, MadKudu helps you prioritize your leads so that you can focus on the most engaged visitors. The best part is that you can set your own criteria to determine how you rate individual users.
- Lead scoring
- Predictive models based on data analytics
- Website visitor tracking
- Customer profile enrichment
- Data import
MadKudu optimizes the consumer journey by adapting your website in real-time to respond to a visitor’s overall fit and likelihood of conversion. In doing so, you can encourage the most qualified leads to take immediate action.
MadKudu integrates with HubSpot and Salesforce and can be connected to various other apps using an API key.
Pros: Connects with many apps via API, constantly releasing new features, very engaged support team
Cons: Behavioral modeling can be slow at times, expensive for individual users
Pricing: Starting at $1999 per month. (Free for HubSpot users *up to 100 contacts*)