Question

What software do you keep connected with integrations?

Some software can stand alone, no other tools needed. You could use Photoshop or PowerPoint on their own forever without missing out on much.

Other tools thrive with connections. You could use a form app like Typeform by itself, but it's much better when connected to other apps to, say, share survey results into Slack and store them in a spreadsheet. And some software—integration tools like Segment, data tools like Amplitude, even document management tools like WebMerge—would scarcely be useful without some integrations.

What software do you keep connected, and what integrations could you not live without?

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sander's avatar
9 months ago

Slack and Salesforce can be really powerful. One simple example we use is whenever we have a new customer (e.g. a closed-won deal in Salesforce) we send that information to Slack so everyone at the company knows about our newest customer. They can see the name of the customer, the ARR, city, country, the AE, SDR, etc. It's also a great way to celebrate those wins and bring people together - virtually in Slack. Lots of other examples though with Slack and Salesforce. Another one would be when a deal progresses to deal desk. The deal is sent to a specific Slack channel and a sales manager can review the deal (approve or reject it).

3 points
maguay's avatar
@maguay (replying to @sander )
9 months ago

@sander Sounds like a great setup! Some of my favorite Slack automations are similar things, where apps can notify the team of new signups, support tickets, important stats, and so on. And by putting them in unique Slack channels, you can cut down on information overload since the people in your company who need the info can follow the channel, and everyone else can ignore it.

Are you building these with native Salesforce/Slack integrations, or using a 3rd party app to build the integrations?

1 point
sander's avatar
@sander (replying to @maguay )
9 months ago

We use Tray.io (I work there) so have lots of workflows.

1 point
maguay's avatar
@maguay (replying to @sander )
9 months ago

@sander Ahhh perfect!

2 points
AirianKl2342f-2j's avatar
@AirianKl2342f-2j (replying to @sander )
9 months ago

I hate Slack and notifications because it all just becomes noise. Instead of a notification in Slack, I'd create an onboarding sequence on clickup and assign the task to the relevant people. Then go from there and share the details with the team that is involved with the next steps.

1 point
maguay's avatar
@maguay (replying to @AirianKl2342f-2j )
9 months ago

Intersting, I've never thought to build onboarding sequences for internal processes; only have used them to onboard customers and other external uses.

I think the two ideas could fit together, as you could have a dedicated Slack channel for notifications, and only have the team members who went through onboarding follow that specific Slack channel.

Curious, what would you use to share notifications of new customers and such other than Slack?

1 point
abbybarsky's avatar
9 months ago

I've connected several things with HubSpot because we're using that as our CRM for sales and marketing at Cord. For example, I'm using Typeform + HubSpot for website sign-ups for the time being. Typeform recently added this integration natively in their app (I was using Zapier/Automate.io before) and it works really smoothly. I also use a HubSpot + Automate.io + Google Sheets integration to bypass HubSpot's clunky import UI, but it can be finicky.

Similarly, in the past I've used Webflow + MailChimp + Typeform for website sign-up flows.

There are a lot of great Twitter integrations too! You can create some for really custom or specific use cases, rather than or in addition to using something like a Sprout Social for monitoring. For example, I created a IFTTT-Twitter-Google Sheets setup to capture tweets about a specific event that we could then engage with on Twitter.

3 points
maguay's avatar
@maguay (replying to @abbybarsky )
9 months ago

Nice, super cool to hear how you've used automations to make HubSpot into even more of a hub for your work!

Isn't it funny how crucial forms + spreadsheets are to almost every workflow? Seems like at least half of the automations I build use either Typeform or Google Sheets (or both) at some step of the process.

2 points
MikeRaia's avatar
9 months ago

Hubspot<-->Salesforce is the backbone of our marketing efforts. Marketing and biz dev live in Hubspot while Sales and Finance live in Salesforce. Fortunately, the integration is seamless.

2 points
maguay's avatar
@maguay (replying to @MikeRaia )
9 months ago

That's great to hear the integration is working seamlessly for your team! Is this a native integration, or a 3rd party tool you're using to keep data synced between the two?

1 point
maguay's avatar
9 months ago

Some of my favorite automations have always been some of the simplest—like using a Google Sheets, Gmail, and Zapier automation as a quick mail-merge, or building Slack bots with Zapier to share bits of info into channels. A few we rely on right now include sharing new Capiche FM shows into Slack, and adding new Capiche community members to a Twitter list. They're tiny, simple things we could do by hand, but automations make things simpler. Another one we recently setup was a Typeform and Front integration. Front's forms are quite limited, and so we built a support form for our help docs in Typeform, and connected it to Front so the support tickets show up along with other messages. Speaking of, Front is essentially an integration hub, with our Google Group support address, Twilio SMS support messages, and Typeform support form entries all coming into one place.

2 points
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