Best Tools with Salesforce Integration (2026)
CRMs, helpdesks, and customer tools that integrate with Salesforce — sync accounts, push cases, and extend the Salesforce data model without writing Apex.
Why a Salesforce integration is the deciding factor
If you already run Salesforce as the system of record, every other tool in your stack lives or dies on its Salesforce integration. A helpdesk that doesn't surface the Account, Opportunity, or Case object inside the agent view forces context-switching. A marketing tool that doesn't write back to a custom object means the campaign attribution model is broken on day one. The tools below ship first-party Salesforce integrations on AppExchange, bidirectional sync with custom-object support, and the ability to extend Salesforce without forcing your admin team to write new Apex triggers.
What to prioritize
- AppExchange-listed apps. First-party means it survives Salesforce's quarterly releases without breaking.
- Custom object support. If you've modeled your business in Salesforce with custom objects, the integration must respect that — not just sync standard objects.
- Bidirectional sync. Tickets, conversations, and activities should round-trip cleanly without orphan records.
- Permission-aware. The integration should respect Salesforce sharing rules and field-level security, not blow through them.
When Salesforce integration is non-negotiable
- Enterprise sales orgs already on Sales Cloud where the CRM is the source of truth for revenue.
- Customer service teams running Service Cloud that need a helpdesk extending the platform, not replacing it.
- Multi-product enterprises with a Salesforce admin team in place.
If you're not on Salesforce today, picking a tool primarily for its Salesforce integration is the wrong move — pick a CRM that fits the rest of your motion. The tools below are for teams whose Salesforce decision is already made.
Below: Tools with Salesforce integration in our directory
Apollo.io
Sales EngagementB2B contact database of 240M+ people and 30M+ companies, with email sequences, a dialer, enrichment and AI agents for outbound sales teams.
ChurnZero
Customer SuccessCustomer success platform for SaaS and subscription businesses with health scores, automated plays, in-app messages, surveys, renewal forecasting and AI agents. Prices are quote-based.
Clay
Sales EngagementData enrichment and outbound workflow platform for GTM teams: tables pull from 200+ data providers, AI agents research accounts, and results sync to CRMs, sequencers and ad audiences.
Gainsight
Customer SuccessCustomer success platform for B2B and SaaS companies with health scores, renewal tracking, journey automation and AI agents. Sold in Essentials and Enterprise tiers on quote.
Gong
Sales EngagementRevenue intelligence platform that records and analyses sales calls and emails, with modules for sales engagement, forecasting and enablement.
lemlist
Sales EngagementOutbound tool for sales teams: a 650M+ lead database plus sequences across email, LinkedIn, calls, WhatsApp and SMS, with built-in email warm-up.
Outreach
Sales EngagementSales engagement platform for enterprise revenue teams: email and call sequences, conversation intelligence, deal management, forecasting and AI agents.
Planhat
Customer SuccessCustomer platform for B2B companies that combines a customer success platform, a sales CRM and professional services automation on one data model. Prices are quote-based.
Salesloft
Sales EngagementSales engagement platform with cadences, a dialer, conversation intelligence, deal management and, since the Clari merger, Clari Forecast.
SmartSuite
CRMNo-code work platform where teams build CRM, project, IT and GRC apps from templates. Team plan from $15/seat/mo (annual, 3-seat minimum).
Vitally
Customer SuccessCustomer success platform for B2B teams with health scores, playbooks, shared docs, projects and AI meeting summaries. Used by 600+ B2B teams; prices are quote-based.
Shuttio
IntegrationCRM migration into Attio. Moves HubSpot, Pipedrive, Affinity, Salesforce or a CSV with relationships, notes and optional field history. Built by the weekcrm team.
AscendixRE
Real Estate CRMCommercial real estate CRM built on Salesforce, with commission processing, geo search, stacking plans and an AI suite. The price includes a Salesforce license.
Propertybase
Real Estate CRMReal estate CRM built natively on Salesforce, now part of Lone Wolf. For agents, teams and brokerages, with lead routing, deal tracking and a mobile app.
BoldDesk
Help DeskHelp desk with AI agents and ticketing across email, live chat, WhatsApp, SMS, voice, Teams, Slack, Facebook and Instagram. Sold as one plan to support teams of any size.
Capacity
Help DeskAI support automation platform for mid-market and enterprise contact centers. Virtual agents handle voice, chat, SMS and email, with 270+ integrations to systems of record.
Common Room
Sales EngagementBuyer-intelligence and revenue platform for go-to-market teams. It merges CRM, product and engagement signals into person profiles, then scores prospects and runs email sequences.
Deskpro
Help DeskHelp desk for customer support, IT and HR teams, with email, chat, voice, SMS, WhatsApp and social channels. Deskpro Cloud is hosted, and Deskpro Private runs on your own servers.
Dixa
Customer MessagingCustomer service platform for ecommerce and consumer brands, with phone, email, chat, WhatsApp and social in one queue, plus an AI agent called Mim that resolves routine requests.
Ergo AI
CRMRevenue operations tool that records calls and meetings, updates Salesforce or HubSpot records automatically, flags deal risk and drafts follow-ups. Y Combinator-backed.
Gleap
Help DeskSupport and feedback platform for software teams: in-app bug reports with session replay, live chat, a knowledge base and Kai AI agents. Built for SaaS and app teams.
HappyFox
Help DeskHelp desk, IT service desk and CRM products from one vendor, with AI agents for ticket resolution. Built for support and IT teams, including education, ecommerce, healthcare and real estate.
Help Scout
Help DeskShared inbox and help desk that looks like email, with a knowledge base, live chat and the Compass AI agent. Built for support teams of 2 to 50 agents.
HelpDesk
Help DeskTicketing system from Text (formerly LiveChat) that merges email, live chat, Messenger and SMS into one inbox, with AI agents and reply suggestions. Built for small and mid-sized support teams.
Helply
Help DeskAI-native help desk with a shared inbox and AI agents that investigate and resolve tickets. Charges for AI work in credits, with unlimited users on every plan.
Hiver
Help DeskCustomer service platform with a shared inbox, ticketing, AI agents and channels for email, chat, Slack, voice and WhatsApp. Sold as Hiver Omni or as Hiver in Gmail.
Kapture CX
Help DeskKapture CX is an AI customer experience platform for enterprises, built around AI agents on voice, chat, email and social channels. Pricing is quote-based.
Kayako
Help DeskKayako One is a help desk with unified inbox, ticketing, knowledge base and live chat, plus Kay, an AI agent billed at $1 per resolved ticket with no seat fees.
Pipeline CRM
CRMSales pipeline CRM for small and mid-size B2B teams, with custom pipelines, weighted forecasting, email sync and 64 integrations. Founded in 2006 as PipelineDeals.
ProProfs Help Desk
Help DeskTicketing help desk with a shared inbox, AI response drafts and automation rules, from ProProfs. Has a free single-user plan and per-user paid plans.
Pylon
Help DeskSupport platform for B2B companies that works in Slack, Microsoft Teams, email, Discord and chat, with AI agents that investigate and answer tickets.
Scoro
CRMWork management and professional services platform that combines projects, resource planning, quoting, time tracking and invoicing. Sold as modular apps from $17 per user.
Sprinklr Service
Customer MessagingEnterprise contact center platform covering 30+ voice, social and digital channels, with AI agents and analytics. Quote-based; aimed at large brands.
Thena
Help DeskAI support platform for B2B teams that turns Slack, email, MS Teams, web chat and Discord conversations into tickets. Built for SaaS companies that support customers in shared channels.
Trengo
Customer MessagingShared inbox for WhatsApp, email, Instagram, Facebook, TikTok, live chat, SMS and voice, with AI agents. Built for support and sales teams in SMBs.
Unthread
Help DeskAI-native help desk that turns Slack and Microsoft Teams messages into tickets. For IT, HR, support and RevOps teams that take requests in chat.
Vivantio
Help DeskITSM and service desk platform with ITIL incident, problem and change management, a CMDB and no-code workflows. For IT teams and shared-services teams such as HR and facilities.
Freshdesk
Help DeskHelp desk from Freshworks that turns email, WhatsApp, social and chat messages into tickets, with AI agents and a knowledge base. Built for support teams of 5 to several hundred agents.
Attio
CRMCRM that logs email, calendar and call data automatically and adds AI agents, workflows and reporting. Built for startups and revenue teams.
HubSpot CRM
CRMHubSpot is a CRM platform with Sales, Marketing, Service, Content and Data hubs on one contact database. It fits SMB and mid-market teams that want a free CRM to start and paid hubs later.