CRM (customer relationship management) software functions well on its own. But to really get the most out of these tools, you need to understand CRM integrations.
Integrating your CRM software with other business tools can make your life easier and take the system’s functionality to the next level.
By leveraging CRM integrations, your team will limit the number of times they need to bounce back and forth between multiple platforms. Integrating with the right tools can streamline your workflow and improve the data within your core CRM solution.
If you’re interested in getting started with CRM integrations but don’t know where to start, you’ve come to the right place. This guide will explain everything you need to know about CRM integrations.
What Are CRM Integrations?
In short, a CRM integration connects your CRM software with a third-party tool or application.
By integrating two or more business tools, you’ll benefit from extended functionalities, automated actions, and a streamlined workflow in your CRM process. The CRM software can pull data from multiple sources and compute everything in a single source of truth.
Integrations also help eliminate wasted time switching between platforms and manually entering data.
5 Tools to Improve CRM Integrations
Lots of CRM platforms and business solutions support integrations. But these five systems are my favorite.
1 — Zoho CRM