A Step-by-Step Guide to Successful SaaS Integration

SaaS (software as a service) is a convenient way of delivering applications over the Internet instead of installing and maintaining software on a computer or other device.

These platforms include business communications (like Slack), project management (Trello), and streaming (Netflix). By 2025, we expect nearly 85% of business apps to be SaaS-based.

Because the tech is always evolving, things get dicey. What’s the common denominator? The integrations that are required when using multiple applications in harmony.

Let’s discuss how you can successfully integrate all the SaaS applications your business needs.

Real-life SaaS Integration Examples

Just to get you started, here are a few examples of SaaS integrations.

1. Syncing leads between Hubspot and Salesforce

Lead generation has various touchpoints, and the smooth integration between Hubspot (marketing automation) and Salesforce (CRM) allows your marketing and sales teams to stay informed about the status of their leads at different stages.

2. Integrating a help desk solution with a Shopify account

For e-commerce retailers, offering robust customer support is critical for the success of their shop. Streamline customer service by integrating a tool like Zendesk into a Shopify account for a comprehensive solution to resolving issues.

3. Running accounting software and tracking inventory

Using accounting software is common practice, and tracking inventory levels with tools like Zoho can make for a complex SaaS integration. Once a sale is completed in QuickBooks, the integration should be seamless in updating the inventory tracker simultaneously.

The Most Significant Challenges in SaaS Integrations

75% of businesses say that their in-house integrations take over three months to complete. Fortunately, SaaS integration platforms step in to do the heavy lifting of all types of integrations and speed things along.

Here are the most common challenges we see when dealing with integrations between SaaS applications.

Data Security

Many companies and their shareholders stress about data being shared back and forth between applications. Integrations add access points between two applications, which can leave a business looking vulnerable.

Common solutions include using Two-factor authentication (2FA), firewalls, and encryption to boost security.

Data Consistency

As data is imported and shared through various platforms, consistency is critical. If duplications or inconsistencies occur, reporting can become skewed, leading to inaccurate decision-making. To combat this, data cleansing and standardization are key in your efforts.

Platform APIs

APIs (application programming interfaces) are how the platforms communicate and yield results. If the APIs can’t work compatibly, many issues can arise. Typically, custom solutions require additional coding and development to ensure each API can complete its tasks on the platform’s backend.

Adoption & Training

Adequate training and adoption is required for every team that utilizes these platforms. Many businesses fail to educate their staff on how the integrations work and what may change about their existing workflows, but proper training can rectify these issues.

SaaS Integration Platforms

Here are a few standout platforms that can make your SaaS integrations seamless.

Paragon: The Swiss Army Knife

Paragon supports developers and teams with quick SaaS integrations through various CRM, marketing, sales, analytics, e-commerce, project management, social media, and office suite tools.

You’ll find the big names, including Google, Salesforce, Hubspot, Mailchimp, Slack, Quickbooks, Marketo, DropBox, and more as pre-built connectors for quick integrations.

Paragon reduces the need for configuration on your team’s end by handling all the data mapping with their proprietary connectors.

From original authentication to on-premise deployment for security, Paragon guarantees a seamless user experience. Security risks are extremely low even as more access points are created throughout any integration, thanks to Paragon’s impressive security protocols.

SmartConnect: The Magic Wand

SmartConnect seamlessly integrates data from applications like Google, Microsoft, HubSpot, and Shopify.

Thanks to SmartConnect’s data connectors (similar to Paragon), manual configuration is nearly obsolete. It can even transform data into a standardized view across various platforms, eliminating the headaches associated with data inconsistencies as it is transferred between platforms.

Zapier: The Chaos Tamer

Zapier offers ready-made integrations for many of the most widely used programs, such as Google Docs and Microsoft 365, Slack, Mailchimp, Trello, and more.

Pre-built Zaps make integration a breeze by defining triggers in one app and events in another to automate a workflow with assigned tasks.

From lead capture to customer retention processes, accounting, and email, Zaps can make it easy to route across multiple platforms to increase efficiency and productivity and drive different teams’ goals.

You’re probably wondering which one is our pick. While Paragon and SmartConnect have their value Zapier has been our tried and true choice for quite some time.

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Tim Jones

Tim has worked as a marketing professional for 10+ years. He earned his MBA with a focus in Digital Marketing in 2021. He's an expert in web development, SEO, PPC, and content marketing. He currently runs a successful marketing agency and works as a SVP for a national non-profit foundation.

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