The tools your team works in
Salesforce holds the record. The work happens somewhere else: in an inbox, on a project board, in a ticket queue, inside a campaign tool. When those stay separate, the record only ever shows part of what actually happened.
Connecting them is rarely about moving master data. That is the ERP and CRM conversation. This layer is about capturing context, removing double entry, and making sure a hand-off between two teams does not depend on someone remembering to copy it across.
How we connect the tools you already use
Each of these has its own page with the detail. This is the short version, including the part most suppliers leave out.
Salesforce Outlook Integration
Two ways to connect Microsoft 365 to Salesforce, doing different jobs. The Outlook add-in puts a Salesforce panel beside the email so a rep can log it, create a task or edit the record in one click. Einstein Activity Capture runs in the background, relating email and calendar to the matching contact, lead, account or opportunity automatically. Most teams want both, configured deliberately.
Salesforce Outlook IntegrationSalesforce Gmail Integration
The same architecture for Google-first businesses. Lightning for Gmail puts the record beside the message, and Activity Capture relates mail and calendar without anyone logging anything. Where a business runs a mix of Workspace and Microsoft, both connectors coexist perfectly well. The mixed estate is what needs designing.
Salesforce Gmail IntegrationSalesforce Teams Integration
More than notifications. Mention a Salesforce record in a channel and colleagues can open the full record without leaving Teams, edit it in line, and action approvals inside the conversation. Channel alerts keep people informed who hold no Salesforce licence at all.
Salesforce Teams IntegrationMonday Salesforce Integration
A native connector on the Enterprise plan syncs leads, contacts, accounts and opportunities to boards two-way, through recipes rather than code. A closed opportunity creates the project, status flows back, nobody maintains both by hand. We run C24 on monday.com.
Monday Salesforce IntegrationSalesforce Jira Integration
Two-way and real time through mature marketplace connectors. A case raises an issue carrying the context the developer needs, and comments, attachments, status and custom fields sync both ways, so the resolution reaches whoever has to phone the customer.
Salesforce Jira IntegrationSalesforce Mailchimp Integration
Contacts and leads flow to audiences; opens, clicks and bounces come back. Unsubscribes sync both ways and update the Salesforce opt-out field, which is what keeps you compliant rather than merely tidy.
Salesforce Mailchimp IntegrationDocuSign Salesforce Integration
Send an envelope from the record with Salesforce data merged in, get status back as it is viewed and signed, and store the signed document against the account. Completion can trigger the next step automatically.
DocuSign Salesforce IntegrationWhat can be connected
Six families cover most of what sits around a Salesforce org.
- Email and calendar Outlook, Gmail and Google Workspace
- Work and project management Monday.com, Asana, Smartsheet, Planner
- Service and engineering Jira, Zendesk, ServiceNow
- Marketing and campaigns Mailchimp, Account Engagement, HubSpot Marketing
- Collaboration Microsoft Teams, Slack, SharePoint
- Documents and signature DocuSign, Docomotion, Box
Anything with an API can be connected. Where the vendor offers a supported package we use it. Where they do not, we build it, and we tell you which one you are getting.
Why this layer matters
The argument here is not efficiency. It is that the record is incomplete, and decisions are being made on it anyway.
- Context never reaches the record. The detail that changed the deal was in an email thread. The objection that lost it was raised on a call. Neither is in Salesforce, so neither is in the forecast, the handover or the post mortem.
- Double entry, with neither copy trusted. The same piece of work exists as a Salesforce task and a board card. People update one. Reporting quietly diverges, and everyone learns to check both.
- Hand-offs depend on memory. Sales closes, delivery needs to start, and the trigger is someone remembering to raise a ticket. Integration makes that a system event rather than a favour.
- AI is only as good as what it can see. An agent grounded on a CRM that never saw the conversation will answer confidently and wrongly. This is the strongest commercial reason to close the gap now.
Who owns what
Most integrations at this layer fail on one question: which side is authoritative. This is the starting position we recommend, and the first thing we agree with you.
None of this is a rule. Getting it wrong is what produces two systems that argue with each other, so we settle it in scoping rather than discovering it in month three.
How we deliver it
Connect the tools your team already uses
Most businesses do not need every one of these. They need two of them working properly, and an honest answer about the third.
Legacy and in-house tools can be integrated too. Anything with an API can be connected, so get in touch if you would like to talk through your stack and what is worth doing first.
Salesforce tools and apps integration: frequently asked questions
We regularly integrate Outlook, Gmail and Google Workspace, Microsoft Teams, Monday.com, Jira and Mailchimp, alongside ERP and CRM platforms. Beyond those, anything with an API can be connected, including in-house and legacy tools. Where the vendor publishes a supported package we use it; where they do not, we build and support the connection ourselves.
Not as records you can report on. Einstein Activity Capture surfaces email and calendar events in the Salesforce interface, but it does not write them to the activity object as standard reportable data. Where reporting, automation or AI grounding depends on activity history being queryable, a different approach is needed. Better raised during scoping than after go-live.
Not if matching is designed first. Duplicates come from integrations that sync on email address alone, or that run before anyone agreed what makes two records the same. We define the matching rules, run them against your real data, and show you the collisions before anything is switched on.
No. Some clients keep an internal owner and buy specialist depth around them; others hand the platform to us entirely. Both work. We will give you an honest recommendation based on the shape of your team rather than what is easier to sell.
It depends on how many systems, how much data, and whether a supported package exists for your stack. We scope it as a fixed-price work package against an agreed specification, so you approve the cost before any build starts. Simple email and calendar connections are considerably cheaper than a two-way service and engineering loop.