Integrations
Seamlessly & Reliably Integrate Playbooks With CRM and Other Tools
Playbooks syncs natively with your CRM and other tools with near-perfect uptime, freeing up your team to sell and focus on customers. InsideSales offers the most reliable, scalable integration that treats CRM and Playbooks data with best-in-class security and governance, including data encryption in transit and at rest and data anonymization in use.
Integrations
Seamlessly & Reliably Integrate Playbooks With CRM and Other Tools
Playbooks syncs natively with your CRM and other tools with near-perfect uptime, freeing up your team to sell and focus on customers. InsideSales offers the most reliable, scalable integration that treats CRM and Playbooks data with best-in-class security and governance, including data encryption in transit and at rest and data anonymization in use.
CRM Integrations
Amplify Your CRM
InsideSales doesn’t replace, or store data outside, your CRM. Rather, we augment it and enrich your data to drive ROI. By not creating a shadow CRM, we’re able to amplify your investments by capturing data that can guide your activities and ensure that your reps are spending their time in the most effective ways.
Stable Bi-Directional Sync
All activities in Playbooks are automatically recorded in your CRM in real time, and vice versa, eliminating the need for manual data entry. With consistency across platforms, leaders across your organization have more visibility into your team’s performance, including real-time cadence-level and outcome-level insights .
Secure and Optimized Connections
InsideSales’ dedicated CRM integration team has built features from the ground up for CRM. Our team knows the API’s to use better than anyone—that includes which ones to avoid and how to optimize connections so they are as fast and efficient as possible. InsideSales closely monitors connections and has built proactive troubleshooting tools that both customers and support use when needed.
“I'm able to track leads better, i.e. which leads convert better than others for future business. I can set up a play determined on how often I should reach out to the contact and when to email or send text. System can be integrated with Salesforce to streamline best with internal CRM.”
G2 Review
“Very well integrated to both Salesforce and Microsoft CRM systems. The 'sidebar' makes it very easy to use in combination with the CRM. No data will be lost, and your CRM info can easily be used for your calls and emails.”
G2 Review
Other Integrations
Chorus
Leverage automatic transcription, theme detection, commenting, and other functionalities from Chorus for your rep’s calls.
ExecVision
Get more insights from your rep’s calls—identify what’s working and align messaging.
Gong
Utilize AI to determine what allows top sellers to go above and beyond the average sales conversion rate.
Highspot
Centralize all emails sales collateral in one place and utilize centrally managed sales content.
Tap into LinkedIn insights throughout the sales process to save time and use data to deliver personalized experiences to customers and prospects.
OneMob
Record and send personalized or pre-made videos to your prospects straight from the OneMob feature in Playbooks.
Owler
Utilize firmographic data from Owler on Playbooks. This includes information like revenue estimates, company size, industry, URLs, logos, social profiles, and more.
Sendoso
Send physical or virtual personalized gifts or Touches to prospects through Sendoso.
Get more insight into your clients and prospects by seeing their posted tweets in their contact information.
VidYard
Produce personalized videos directly through Vidyard GoVideo or simply upload an existing video to impress prospects.