SaaS, the great equalizer.
Thanks to SaaS (software-as-a-service) countless businesses of all sizes have moved to cloud-based apps to solve everyday problems in ways only available before to big companies willing to shell out thousands for software licenses. Smart startups can harness the power and efficiency of larger teams by cutting out the robotic admin work from their processes and zeroing in on what really matters: generating leads, closing deals and keeping customers happy.
Organizing yourself and your team is made so much simpler when the apps you use sync to the cloud. This means the apps are accessible from any device, data coming in and out can be seen by whoever you choose, and apps can integrate with each other, doing more with less human input.
The cloud became the perfect setting for a CRM, and that is where you will find all major products today. A CRM exists for one reason: to make salespeople more productive. However, before integrations were widespread, sales teams were forced to update their CRMs manually (then enter the same info into whichever other apps they used!).
By building integrations into the way you naturally work, tasks can be triggered behind the scenes without leaving the CRM, losing focus or getting swamped with the salesperson’s nemesis: data entry. Even before integrations became widespread, most mid-sized firms already used more than three SaaS applications, and integration apps make it simple for non-developers to connect their CRMs with pretty much everything.
SaaS adoption has grown steadily for years. Cloud-based apps are becoming vital for sales teams because work happens faster, on a larger scale and more collaboratively than ever. If you need help deciding on a CRM, check out The Best CRM for Small Businesses.
Now I am going to run through a list of useful CRM integration examples to help you take control of your sales funnel and tighten up any unoptimized processes. A bigger list of integrations for more apps you might use can be seen in this post on workflow automation.
Salesforce
Salesforce, the first major CRM (after the digital rolodex!) and one of the first cloud-based apps in the world, is unsurprisingly one of the most popular and powerful candidates for integration. Its opportunity records, stage paths and activity timelines give every deal a clear route to closed-won.
Take a look at how you can use Salesforce to trigger other apps, and how other apps can update Salesforce data. Salesforce integrates with Process Street to automate workflow creation and track team activity. Actions in Salesforce can automatically run and assign checklists, notifying your team of a set of tasks to complete and ensuring sales processes run smoothly. Find out more ways to integrate with Process Street in this post on workflow automation.
Agile CRM
On the other end of the spectrum to Salesforce, Agile CRM has a smaller user base, in-built marketing automation features and can be used for free. Agile CRM’s flowchart-style marketing automation can really be powerful, especially when linked with Mailchimp, TypeForm and Process Street.
Get the most out of your marketing automation by integrating Agile CRM with Process Street. Creating and assigning checklists automatically at automation milestones gives your team a way to collaborate with each other and make light work of tasks that need human input, like personalized messages and contacting suspects.
Close
Close was born out of a frustration for CRMs and the time-wasting data entry tasks that come with them. Popular with people who have problems with Salesforce, Close features one-click calls, email tracking and zero data entry, and every plan comes with unlimited contacts, leads and opportunities. Close’s workflow streamlining can be put to even better use by integrating it with Slack, Gmail, MailChimp and Process Street.
See more ways to integrate Close with Process Street in our workflow automation article, and qualify the leads it captures with a clear BANT sales qualification process.
Capsule CRM
Capsule CRM is for small businesses who want the power of an enterprise product without the cost. Integrate Capsule CRM with Process Street to start triggering sales workflows like call schedules and demos without leaving Capsule.
The simple design of Capsule CRM lends itself well for integration with Process Street. Process Street is the simplest way to manage your team’s recurring workflows with checklists. Linking it to your CRM means you can automatically create checklists when certain things happen inside Capsule.
Zoho CRM
Integrating your CRM with the other apps you use lets you focus on generating leads, not data entry work. Zoho CRM was built on those principles before integrations became widespread, so it has an emphasis on helping sales teams follow efficient workflows.
Take a look at how you can integrate Zoho CRM with Wufoo, WooCommerce, MailChimp and Process Street. By using Process Street to trigger workflows when new contacts or leads are added to Zoho CRM, you make things easy for your team and keep them on track. Process Street’s simple user interface communicates team progress in an immediately visible way.
Pipedrive
If you use Pipedrive for taking control of the sales process, you will already know its power. When integrated with the apps you already use, this pipeline-based CRM can easily manage every aspect of your sales workflows with ease thanks to its unique and intuitive timeline view. For those looking for a highly sales-focused CRM, Pipedrive keeps every deal and its next action in plain view.
Triggering collaborative checklists has never been simpler for Pipedrive users. Integrating Process Street with Pipedrive makes checklist creation and assignment automatic, keeping your team aware of unfinished tasks and tracking their progress.
Automate Your Workflows with CRM Integration
Have you ever found you have too many tasks but no structure? That is because you do not have a checklist. A core part of every business is a set of standard operating procedures. Not only do checklists stamp out human error, they also make sure you are able to repeat your big successes and avoid your greatest failures.
That is where Process Street comes in. Process Street is an AI-powered Compliance Operations Platform: Process Street Ops runs your recurring workflows and approvals, Process Street Docs keeps your policies and knowledge in one place, and Cora, the built-in AI, answers questions and drafts the work for you. If you have ever used to-do list software, or even paper checklists, you will be able to use it. The major difference is that you can have as many templates for recurring tasks as you need, building out hundreds of procedures for your business, because now you do not have to worry about managing stacks of paper or wasting time writing to-do lists. Thanks to CRM automation, it all happens behind the scenes with zero hassle.
Connecting it to your CRM is the easy part. Process Street has direct, universal integrations to more than 5,000 systems, and when you need one that does not exist yet, an AI agent builds it on the fly, so a workflow can fire automatically from any CRM event with no code required. If you want to go further, pair your CRM with the best sales automation software to take even more manual work off your team.
If you are not already using Process Street for your sales workflows, create an account and connect it to your CRM in minutes.
Keep Learning About Workflow Automation
Want to automate the stuff you hate doing at work? These guides go deeper on connecting your apps and running your processes automatically:
- What is Zapier: A Brief Introduction to Business Automation
- The Real Power of Automation: Lookups, Filters and Multi-Step Workflows
- Zapier vs IFTTT: The Best Way to Automate Your Work?
- 222 Automations You Can Start Using Right Now
- 50 Examples of Business Process Automation from the World’s Most Innovative Companies
- 50 More Examples of Workflow Automation using Process Street