CRM integrations
On this pageWhat it is
What it is
A CRM integration is a built-in connection between the tool and the system where your sales team keeps its accounts, contacts and deals, such as Salesforce or HubSpot. Once connected, data flows between the two. A customer success platform such as Gainsight or Vitally can, for example, show the renewal date and deal owner from the CRM next to its own health score, and write notes back to the account record.
Why it matters
Without a connection, someone has to export and import spreadsheets, and the two systems drift apart within weeks. Customer success, sales and finance then argue over whose numbers are right. A solid integration gives everyone one view of the customer and lets teams act on changes, such as a renewal approaching or a usage drop, from the system they already work in.
It matters most when several teams touch the same accounts. A very small team with a few dozen customers can often live with a shared spreadsheet.
What to check
- Which CRMs are supported natively, and which only through a generic connector or a third-party automation tool?
- Is the sync one-way or two-way, and how often does it run?
- Which fields and objects can be mapped, and can you choose which side wins when values differ?
- What happens to the data when a record is merged or deleted in the CRM?
Tools with CRM integrations
Spots churn risk early with health scoring, automated plays, and renewal forecasting for subscription businesses.
Brings customer data, usage and health scores together so B2B teams can onboard, retain and grow accounts.
Consolidates customer data, health scoring and team workflows in one workspace for customer success.
Track product usage and account health to flag churn risk and automate customer retention workflows.
Centralises customer data from CRM, billing and support tools to reveal churn risk and growth opportunities.
Combines product analytics, in-app engagement, surveys and session replay to drive user activation and retention.
Also in other categories
Tools filed under other categories that have CRM integrations.