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20 Best Workflow Automation Tools that Integrate with Salesforce (2026)

The 20 highest-ranked workflow automation tools that list Salesforce as an integration in our data.

Key Takeaways
  • HubSpot is our overall pick for workflow automation tools that list Salesforce in 2026, and our free pick. Overall and free pick: Free plan; cheapest paid plan Starter, $15/mo. Rated 3.9/5 across Trustpilot, TrustRadius, PeerSpot and more (19,150 ratings, Sep 2026).
  • We evaluated 1,020 workflow automation tools, then kept the 20 highest-ranked that list Salesforce as an integration.
  • 6 of the 20 tools listed here have a free plan.
workflow automation tools tracked
1,020
of 20 have a free plan
6
median cheapest paid plan per month
$15

Ranked by editorial score plus external signals (G2/Capterra review volume and rating, and media mentions). Pricing checked October 2026. Methodology Editorial policy

About these listed integrations

What "listed" means

Each tool below lists Salesforce among its integrations in our data. Our data does not record whether a connection is built by the vendor or runs through a third-party connector, so open the setup link or the vendor's docs before you commit. Automation hubs such as Zapier, Make and n8n are left out, since they connect to almost everything.

Before you turn it on

Confirm sync direction (one-way or two-way), check which Salesforce plan or workspace permissions are required, and run a test record through before connecting production data.

Why Salesforce integration matters

Enterprise-grade CRM integration

Real-time data synchronization

Custom object and field mapping

Workflow automation triggers

Compare 20 Workflow Automation Tools with a listed Salesforce integration

Free plan and cheapest paid plan from stored pricing, checked October 2026. Ratings are aggregated from the review sites named in each row.

  • 1
    HubSpot logo
    HubSpot

    CRM platform for scaling businesses

    Free plan
    Yes (Free Tools)
    Cheapest paid plan
    Starter, $15/mo
    Rating
    3.9/5 across Trustpilot, TrustRadius, PeerSpot and more (19,150 ratings, Sep 2026)
  • 2
    Dropbox Sign logo
    Dropbox Sign

    Send and sign documents with ease, integrated with Dropbox

    Free plan
    No
    Cheapest paid plan
    Essentials, $10.05/mo
    Rating
    4.7/5 on G2 (2,283 ratings, Sep 2026)
  • 3
    Zapier MCP logo
    Zapier MCP

    Connect AI models to 8,000+ apps and automate real-world actions instantly.

    Free plan
    Yes
    Cheapest paid plan
    Professional, $19.99/mo
    Rating
    4.6/5 across G2 and SourceForge (2,062 ratings, May 2026)
  • 4
    Celigo logo
    Celigo

    Integration platform as a service

    Free plan
    No
    Cheapest paid plan
    Not published
    Rating
    4.7/5 on G2 (1,025 ratings, Mar 2026)
  • 5
    Nintex logo
    Nintex

    Automate and manage business processes with intelligent workflow automation and process intelligence.

    Free plan
    No
    Cheapest paid plan
    Not published
    Rating
    4.3/5 across G2 and Capterra (1,612 ratings, Sep 2026)
  • 6
    Encharge logo
    Encharge

    Automate email and marketing workflows with powerful integrations and simplified campaigns.

    Free plan
    No
    Cheapest paid plan
    Not published
    Rating
    4.8/5 across G2 and Capterra (670 ratings, Sep 2026)
  • 7
    Hive logo
    Hive

    The #1 Project Management Software For Teams.

    Free plan
    Yes
    Cheapest paid plan
    Teams, $12/mo
    Rating
    4.5/5 across G2 and Capterra (886 ratings, Sep 2026)
  • 8
    WalkMe logo
    WalkMe

    Interactive guidance to master any software

    Free plan
    No
    Cheapest paid plan
    Customer-focused, $1/mo
    Rating
    4.4/5 across SourceForge, G2 and Capterra (711 ratings, Sep 2026)
  • 9
    Skyvia logo
    Skyvia

    No-code data integration for 200+ apps and databases

    Free plan
    Yes
    Cheapest paid plan
    Not published
    Rating
    4.8/5 across G2 and Capterra (437 ratings, Aug 2026)
  • 10
    BoostUp.ai logo
    BoostUp.ai

    AI Revenue Agent and Conversation Intelligence for RevOps to maximize sales efficiency.

    Free plan
    No
    Cheapest paid plan
    Not published
    Rating
    4.4/5 across G2 and Capterra (638 ratings, Sep 2026)
  • 11
    Certinia logo
    Certinia

    AI-powered cloud platform for professional services automation, financial management, and customer success.

    Free plan
    No
    Cheapest paid plan
    Not published
    Rating
    4.3/5 across SourceForge and G2 (741 ratings, Sep 2026)
  • 12
    M-Files logo
    M-Files

    AI-powered, metadata-driven document management for context-first work.

    Free plan
    No
    Cheapest paid plan
    Essentials, $65/mo
    Rating
    4.4/5 across SourceForge, G2 and Capterra (615 ratings, Sep 2026)
  • 13
    CoRecruit logo
    CoRecruit

    AI assistant for recruitment agencies, automating notes, ATS updates, and candidate submittals.

    Free plan
    Yes
    Cheapest paid plan
    Not published
    Rating
    4.7/5 on G2 (404 ratings, May 2026)
  • 14
    FormAssembly logo
    FormAssembly

    Transform data collection into an AI-powered automation engine with secure, compliant forms.

    Free plan
    No
    Cheapest paid plan
    Not published
    Rating
    4.4/5 across G2 and Capterra (528 ratings, Sep 2026)
  • 15
    Gravity Forms logo
    Gravity Forms

    The most powerful solution for building custom forms and flows to connect with your users in WordPress.

    Free plan
    No
    Cheapest paid plan
    Basic License, $4.92/mo (billed yearly)
    Rating
    4.7/5 across G2 and Capterra (338 ratings, Sep 2026)
  • 16
    Anrok logo
    Anrok

    Automated global sales tax compliance for modern, fast-growing businesses.

    Free plan
    No
    Cheapest paid plan
    Physical nexus monitoring for remote teams, $300/mo
    Rating
    4.5/5 on G2 (308 ratings, Sep 2026)
  • 17
    HappyFox logo
    HappyFox

    AI-powered support platform for customer service, IT, and operations teams.

    Free plan
    No
    Cheapest paid plan
    Basic, $24/mo
    Rating
    4.5/5 across Trustpilot, G2 and Capterra (233 ratings, Sep 2026)
  • 18
    Accounting Seed logo
    Accounting Seed

    Unify your front-office CRM with real-time financial management, natively on Salesforce.

    Free plan
    No
    Cheapest paid plan
    Not published
    Rating
    4.3/5 across SourceForge, G2 and Capterra (372 ratings, Sep 2026)
  • 19
    Juro logo
    Juro

    AI-powered contract management for in-house legal teams

    Free plan
    No
    Cheapest paid plan
    Not published
    Rating
    4.5/5 on G2 (248 ratings, Sep 2026)
  • 20
    Nanonets logo
    Nanonets

    AI-powered intelligent document processing and workflow automation for businesses.

    Free plan
    Yes (Pay as You Go)
    Cheapest paid plan
    Not published
    Rating
    4.7/5 across Trustpilot, G2 and Capterra (179 ratings, Sep 2026)

Detailed picks: Workflow Automation Tools that list Salesforce

1
HubSpot logo

HubSpot

CRM platform for scaling businesses

Free plan

3.9 /5 across Trustpilot, TrustRadius, PeerSpot and more · 19,150 ratings, Sep 2026

2
Dropbox Sign logo

Dropbox Sign

Send and sign documents with ease, integrated with Dropbox

Paid

4.7 /5 on G2 · 2,283 ratings, Sep 2026

3
Zapier MCP logo

Zapier MCP

Connect AI models to 8,000+ apps and automate real-world actions instantly.

Free plan

4.6 /5 across G2 and SourceForge · 2,062 ratings, May 2026

4
Celigo logo

Celigo

Integration platform as a service

Paid

4.7 /5 on G2 · 1,025 ratings, Mar 2026

5
Nintex logo

Nintex

Automate and manage business processes with intelligent workflow automation and process intelligence.

Paid

4.3 /5 across G2 and Capterra · 1,612 ratings, Sep 2026

6
Encharge logo

Encharge

Automate email and marketing workflows with powerful integrations and simplified campaigns.

Paid

4.8 /5 across G2 and Capterra · 670 ratings, Sep 2026

7
Hive logo

Hive

The #1 Project Management Software For Teams.

Free plan

4.5 /5 across G2 and Capterra · 886 ratings, Sep 2026

8
WalkMe logo

WalkMe

Interactive guidance to master any software

Paid

4.4 /5 across SourceForge, G2 and Capterra · 711 ratings, Sep 2026

9
Skyvia logo

Skyvia

No-code data integration for 200+ apps and databases

Free plan

4.8 /5 across G2 and Capterra · 437 ratings, Aug 2026

10
BoostUp.ai logo

BoostUp.ai

AI Revenue Agent and Conversation Intelligence for RevOps to maximize sales efficiency.

Paid

4.4 /5 across G2 and Capterra · 638 ratings, Sep 2026

11
Certinia logo

Certinia

AI-powered cloud platform for professional services automation, financial management, and customer success.

Paid

4.3 /5 across SourceForge and G2 · 741 ratings, Sep 2026

12
M-Files logo

M-Files

AI-powered, metadata-driven document management for context-first work.

Paid

4.4 /5 across SourceForge, G2 and Capterra · 615 ratings, Sep 2026

13
CoRecruit logo

CoRecruit

AI assistant for recruitment agencies, automating notes, ATS updates, and candidate submittals.

Free plan

4.7 /5 on G2 · 404 ratings, May 2026

14
FormAssembly logo

FormAssembly

Transform data collection into an AI-powered automation engine with secure, compliant forms.

Usage-based

4.4 /5 across G2 and Capterra · 528 ratings, Sep 2026

15
Gravity Forms logo

Gravity Forms

The most powerful solution for building custom forms and flows to connect with your users in WordPress.

Paid

4.7 /5 across G2 and Capterra · 338 ratings, Sep 2026

16
Anrok logo

Anrok

Automated global sales tax compliance for modern, fast-growing businesses.

Paid

4.5 /5 on G2 · 308 ratings, Sep 2026

17
HappyFox logo

HappyFox

AI-powered support platform for customer service, IT, and operations teams.

Paid

4.5 /5 across Trustpilot, G2 and Capterra · 233 ratings, Sep 2026

18
Accounting Seed logo

Accounting Seed

Unify your front-office CRM with real-time financial management, natively on Salesforce.

Paid

4.3 /5 across SourceForge, G2 and Capterra · 372 ratings, Sep 2026

19
Juro logo

Juro

AI-powered contract management for in-house legal teams

Paid

4.5 /5 on G2 · 248 ratings, Sep 2026

20
Nanonets logo

Nanonets

AI-powered intelligent document processing and workflow automation for businesses.

Free plan

4.7 /5 across Trustpilot, G2 and Capterra · 179 ratings, Sep 2026

How we ranked Workflow Automation Tools with Salesforce

Step 1

Filter for listed integrations

We start from our full database of 1,020 workflow automation tools and keep those that list a Salesforce integration in our data. Automation hubs (Zapier, Make, n8n and similar), discontinued products and duplicate listings are left out.

Step 2

Score each tool

Editorial scoring on utility, UX, value, support, and innovation, layered with external signals: G2/Capterra review volume and rating, and media mentions.

Step 3

Keep the top 20

We surface the top 20 so the list stays scannable. Pricing is re-checked on rotation and the page refreshes hourly so picks stay current as Salesforce integration listings change.

Salesforce integration FAQ

What is the best workflow automation tool with a Salesforce integration in 2026?

HubSpot ranks first in our list of workflow automation tools that list a Salesforce integration, rated 3.9/5 across 19,150 ratings aggregated from Trustpilot/TrustRadius/PeerSpot. Strong runners-up: Dropbox Sign, Zapier MCP, Celigo.

How does the Salesforce integration work in these workflow automation tools?

Each of the 20 tools on this page lists Salesforce among its integrations in our data. How the connection is built (a built-in connector, a marketplace app, or an API you wire up yourself) varies by vendor and is not recorded in our data, so check the vendor's documentation before you commit.

Are there free workflow automation tools with a Salesforce integration?

Yes. HubSpot, Zapier MCP, Hive have a free plan in our data; check whether the Salesforce integration is included on it. In total, 6 of the 20 tools on this list have a free plan.

How often is this list updated?

The list is rebuilt from our database at least hourly, so tools appear or drop off as their Salesforce integration listing changes. Pricing is re-checked on a rotation that touches every tool roughly monthly. Pricing on this page was last checked in October 2026.

Cite this page: Toolradar, "20 Best Workflow Automation Tools that Integrate with Salesforce (2026)", updated October 2026, https://toolradar.com/best/workflow-automation/integrates-with/salesforce

Explore more combinations

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