Key things to know about integrating Drupal with Salesforce

07 Jul 2021

If your website runs on Drupal, you can count on seamless integrations with any third-party systems. This is due to Drupal’s API-first architecture and a wealth of contributed modules designed for connecting your site to specific tools.

One of the most popular website integration ideas for businesses is integration with a customer relationship management system (CRM). And, in the world of CRMs, Salesforce is definitely among the big names.

That said, we are now going to take a dive into the exciting topic of integrating Drupal with Salesforce. Read on to discover how you will benefit from connecting a CRM to your website, and how to integrate Salesforce with Drupal using the special module.

The benefits of integrating your website with a CRM

It is a known fact that establishing, managing, and improving the relationships between your business and your customers — both existing and prospective — reaches a new level if you are using a CRM. It can give you a better knowledge of customers, more effective communication with the anticipation of customer needs, higher customer retention, and much more. However, the truly unbeatable results come from connecting the two systems together — integrating your website with your CRM. Here are at least some of the great things a CRM integration can give you.

Saving your team’s time on data management

Your sales team may be wasting plenty of time on moving data from one system to another, either by exporting or, even worse, by manual copying and pasting. This kind of routine work is something you can totally avoid in the XXI century thanks to CRM integration. Your staff can focus on important things and creative ideas instead.

A more complete customer portrait

Just like having a single location for all data saves time, it also gives your team a single and more accurate view of each of your customers. The picture of their interactions with your organization becomes more complete and consistent. This helps your marketing and sales professionals better understand your customers and improves the efficiency of customer relationship management.

More sales from your marketing campaigns

After integration with your website, a CRM will be able to pull in the data from your website’s marketing campaigns. Potential leads get into the system quickly. This increases the data accuracy, improves the quality of leads, speeds up the sales process, and brings your more completed sales.

Connecting Drupal with Salesforce: how it works

Let’s see how we can connect Drupal to a leading customer relationship management platform — Salesforce. To integrate Drupal with Salesforce, you can rely on a special contributed module.

However, this integration embraces multiple aspects, so we need more than a simple module but a whole suite of modules — the Salesforce Suite. This complex tool is available for D7, D8, and D9. The module’s maintainers keep actively working on its improvements and updates, so its new 5.x branch has been released this year. See more details about the module’s features and the required Drupal Salesforce integration steps right now.

The key feature of the Salesforce Suite module

As follows from the above, the main mission of the Salesforce Suite set of tools is to seamlessly connect Drupal with the Salesforce CRM. The package is very rich in useful features thanks to a dozen modules it includes. The key module is the Salesforce Integration module, which is actually responsible for the main process. Other submodules in the SF Suite take care of various aspects of the integration, and here are the key features they bring.