Best Salesforce Integrations for Revenue Operations

Salesforce CRM sits at the heart of most revenue operations strategies. Companies use it to track prospects, manage deals, and store customer data. But Salesforce alone can’t do everything.

Revenue operations teams need data from marketing, sales, service, and finance departments. Each team uses different tools. Marketing runs campaigns in HubSpot. Sales reps make calls through Outreach. Support agents handle tickets in Zendesk. Finance tracks payments in Stripe.

The result? A mess of disconnected data that slows everyone down.

Integration tools fix that. They pull customer and revenue data into Salesforce so teams see the same story instead of fighting through silos. When the right apps are connected, Salesforce becomes more than a customer relationship management software. It turns into the command center for business processes and revenue operations.

That alignment fuels faster deals, smoother renewals, and healthier revenue growth.

This guide breaks down the best Salesforce integrations across marketing, sales, customer service, and finance. Think of it as a short list of tools that actually move the needle for RevOps.

Marketing integrations for Salesforce

Marketing teams generate leads, but sales teams need context to close them. These integrations connect marketing campaigns to Salesforce so both teams see what works.

HubSpot

HubSpot tracks every interaction with prospects before they become leads. The Salesforce integration syncs contact records, activities, and lead scores every 15 minutes. Sales representatives see which emails prospects opened, which forms they filled out, and what pages they visited.

This context changes sales conversations. Instead of cold outreach, reps reference specific content interests during each customer interaction. They know which prospects are research-ready versus purchase-ready. Opportunities sync back to HubSpot deals so marketing can measure true ROI. One nuance: Salesforce Campaign objects don’t sync to HubSpot Campaigns, though you can work with campaign membership through workflows and data mapping.

Marketo Engage

Marketo handles complex B2B marketing automation that basic tools can’t match. Lead scoring, program responses, and key fields sync with Salesforce on a rolling cycle. For multi-touch attribution, pair Marketo Engage with Marketo Measure to connect campaigns to pipeline and revenue.

The platform excels at account-based marketing campaigns. Marketo’s ABM features and Adobe’s buying-group tools help identify engagement across multiple contacts at target accounts. When integrated with Salesforce, sales teams see the complete account engagement story before making their first call.

Pardot (Marketing Cloud Account Engagement)

Pardot lives inside the Salesforce ecosystem natively. No third-party integration needed. Lead scoring updates automatically with prospect behavior. Campaign ROI reports pull directly from opportunity data. Marketing and sales teams work from identical dashboards.

The native connection means faster data access and fewer technical issues. Completion actions can create Salesforce tasks and send instant alerts to reps when prospects hit key engagement thresholds. That automated workflow connection cuts lag on hot leads.

LeanData

LeanData solves lead routing chaos. It matches leads to the right sales reps based on territory, product interest, company size, or custom rules. The integration prevents leads from falling through cracks or getting assigned to the wrong territories.

The platform also handles lead-to-account matching. It connects new leads to existing Salesforce accounts automatically. This gives sales teams a complete account history instead of treating every lead as a new opportunity.

DemandScience

DemandScience, formerly Terminus, runs account-based marketing campaigns and feeds engagement data into Salesforce account records. Sales teams see which target accounts viewed ads, visited the website, or downloaded content.

The integration includes Visitor ID to identify anonymous website visitors from target accounts, even accounting for remote work patterns. It reveals which companies are researching solutions before they fill out forms. Sales teams can prioritize outreach to accounts showing early buying signals.

Sales integrations

Sales teams spend too much time switching between tools. These integrations bring key sales functions directly into Salesforce so reps can focus on selling instead of managing software.

DealHub CPQ

Recently named the #1 RevOps platform in the Salesforce ecosystem by The San Francisco Tribune (September 2025), DealHub handles configure-price-quote processes without leaving Salesforce. Reps build quotes, apply discounts, and route approvals from opportunity records. The integration eliminates spreadsheet quoting and speeds up deal cycles.

Complex pricing rules live in DealHub but appear seamlessly in Salesforce. Sales managers approve deals through familiar Salesforce workflows. Contract generation happens automatically when deals close. The system tracks quote versions and approval history so teams can see what changed and why.

Outreach

Outreach manages email sequences and call campaigns from within Salesforce records. Reps see response rates, book meetings, and track engagement without switching platforms. All activity logs are automatically linked to contact and opportunity records.

The integration shows which prospects engage with sequences and which ones go cold. Sales managers get visibility into rep activity and sequence performance. Templates and cadences sync with Salesforce data so messages stay personalized at scale.

SalesLoft

SalesLoft combines sales engagement with pipeline management inside Salesforce. Reps run email campaigns, make calls, and update records from a single interface. The platform tracks every touchpoint and measures what drives meetings.

Call recordings and email responses sync to Salesforce automatically. Sales coaches can review conversations and provide feedback directly on opportunity records. The integration also reveals which activities correlate with closed deals so teams can replicate successful patterns.

Gong

Gong records sales calls and analyzes conversations for deal insights. The platform identifies risk signals, competitive mentions, and buying committee involvement. All findings sync to Salesforce opportunity records so managers can coach effectively.

The integration reveals talk-to-listen ratios, objection patterns, and next-step commitments from actual conversations. Sales teams see which messaging resonates with prospects and which questions uncover pain points. Deal forecasting improves when backed by conversation data instead of just rep opinions.

LinkedIn Sales Navigator

Sales Navigator brings LinkedIn prospecting directly into Salesforce workflows. Reps can research prospects, send connection requests, and track social engagement from contact records. InMail messages and profile views sync automatically.

The integration identifies warm introductions and mutual connections for each prospect. Sales teams can see recent job changes, company updates, and shared content without leaving Salesforce. Lead recommendations appear based on existing customer profiles and target account lists.

Customer service integrations

Customer service teams hold valuable data that sales and marketing need. These integrations connect support interactions to Salesforce so every team understands the complete customer experience.

Zendesk

Zendesk tickets sync with Salesforce accounts and contacts automatically. Support agents see customer purchase history, contract details, and past sales interactions. Sales reps can view support tickets when planning renewal conversations.

The integration creates a shared timeline of customer touchpoints. Support escalations trigger alerts in Salesforce so account managers can intervene early. Ticket resolution data feeds into customer health scores and renewal risk models.

ServiceNow

ServiceNow connects IT service management with Salesforce customer records. Technical incidents, change requests, and service catalog items link to accounts and contacts. Sales teams see which customers have system issues that might affect renewals.

The integration helps identify expansion opportunities through service requests. IT teams can spot customers who need additional licenses or upgrades. Service level agreement data flows into Salesforce so account managers can address performance concerns proactively.

Intercom

Intercom captures live chat conversations and customer messages within Salesforce contact records. Support-to-sales handoffs happen seamlessly when website visitors become qualified leads. Chat transcripts provide context for follow-up sales calls.

The integration identifies high-value prospects who need immediate attention. Chatbots can qualify leads and create Salesforce opportunities automatically. Support teams can escalate technical sales questions to the right account executives without losing conversation history.

Freshdesk

Freshdesk tickets appear on Salesforce account pages so sales reps understand customer satisfaction levels. Support agents access customer contract information and sales notes when resolving issues. Ticket volume and response times feed into account health metrics.

The integration reveals which customers submit frequent support requests and which ones rarely need help. Sales teams can use support data to identify renewal risks or expansion opportunities. Customer success managers get alerts when support metrics indicate problems.

Slack

Slack channels sync with Salesforce cases and opportunities for real-time collaboration. Support agents can loop in sales engineers or product specialists without leaving their workflow. Case updates and milestone notifications appear in relevant Slack channels automatically.

The integration speeds up problem resolution by connecting the right people quickly. Sales teams get notified when major accounts open support tickets. Internal discussions about customer issues stay connected to the official Salesforce record.

Finance integrations

Finance teams track the money while sales teams chase the deals. These integrations connect financial data to Salesforce so both teams work from the same revenue numbers.

Stripe

Stripe processes payments and pushes transaction data directly into Salesforce. Sales reps see payment status on opportunity records. Failed payments trigger alerts so account managers can follow up quickly.

The integration connects subscription billing cycles to customer records. Finance teams can track monthly recurring revenue and churn rates without manual data entry. Payment method updates and billing address changes sync automatically so customer information stays current.

Zuora

Zuora handles complex subscription billing and revenue recognition rules. The integration syncs subscription metrics, billing schedules, and revenue forecasts with Salesforce accounts and opportunities. Sales teams see customer lifetime value and renewal dates on account pages.

Revenue recognition data flows from Zuora to Salesforce automatically. Finance teams can run reports that combine sales pipeline with recognized revenue. Subscription changes, upgrades, and downgrades appear in customer timelines so account managers can track usage patterns.

QuickBooks Online

QuickBooks connects accounting data with Salesforce customer records. Invoices, payments, and account balances sync between systems. Sales reps can see payment history before making renewal calls.

The integration eliminates double data entry between sales and accounting teams. Customer credit limits and payment terms appear in Salesforce so reps can set appropriate deal structures. Overdue invoices trigger follow-up tasks for account managers automatically.

Xero

Xero syncs invoicing and payment data with Salesforce accounts. Finance teams can track which customers pay on time and which ones need collection efforts. Sales reps see financial health indicators when planning account strategies.

The integration connects purchase orders to Salesforce opportunities. Invoice approval workflows can trigger in Salesforce when deals close. Payment reminders and collection tasks appear on account records so teams coordinate customer outreach.

Conga (Billing & Contracts)

Conga manages contract lifecycles and billing processes within Salesforce. Legal teams can track contract negotiations while finance handles billing schedules. Sales teams see contract renewal dates and terms on account pages.

The integration automates contract generation from closed opportunities. Billing milestones and payment schedules sync with Salesforce automatically. Contract amendments and renewals create new opportunities so sales teams can track expansion revenue accurately.

DealHub Subscription Billing

DealHub’s Subscription Billing solution integrates seamlessly with Salesforce, giving revenue teams a single source of truth across quoting, customer records, and billing. Instead of managing fragmented systems, businesses can automate the entire subscription lifecycle—from quote creation and order management to invoicing, renewals, and revenue recognition—directly within Salesforce.

Connecting CPQ, CRM, and Billing in one ecosystem streamlines the revenue process and every department works from the same real-time data. Quotes automatically align with contracts and billing, finance gains accurate reporting for compliance and forecasting, and customers enjoy greater transparency into their subscription terms and payment schedules. With DealHub’s billing integrated into Salesforce, companies reduce friction, improve efficiency, and create a smoother experience across the entire customer journey.

Building your connected revenue engine

The right integrations turn scattered tools into a unified revenue system. Marketing sees which campaigns drive deals. Sales reps get customer context before calls. Service teams access contract details instantly. Finance tracks payments automatically.

Each integration solves specific problems. But together they create something bigger. Complete visibility across the customer journey. Faster handoffs between departments. Better decisions based on real data.

To win, start with your biggest pain points and pick one integration to master first. Lead routing chaos? Try LeanData. Time-wasting quote builds? Add DealHub CPQ. Surprise customer churn? Connect Zendesk or Intercom. Your team needs time to adapt to better data flows before adding more tools.

Your revenue operations maturity determines which integrations matter most. Early-stage companies need basic lead management and payments. Enterprise teams require complex attribution and contract management. Don’t buy tools for problems you don’t have yet, but plan for growth so each new integration builds on existing foundations.

Finally, build your stack deliberately. Each connection makes the next one more valuable.