25 Software Integrations for SMBs: Time to Thrive in 2025

Business technology strategies have evolved quickly over the first quarter of the century. Have you been keeping up? Organizations from small to enterprise have witnessed a digital shift. It turns out, siloed legacy systems no longer work in a world where consumers want instant gratification with their purchases and experiences.

The disconnectedness of a business’s tech stack creates a domino effect on its teams. When software isn’t integrated, people rely on manual workarounds to get the data and information they need—sometimes hand-keying the wrong thing. Accidents happen, but sometimes they cost a business $79 million to fix.

Today's business applications are built on the cloud, making it easier for developers to access APIs and other tools needed to build software integrations. The availability of software solutions means more opportunities for small- and medium-sized businesses (SMBs) to level up their internal processes. 

Every business has unique use cases, so it is not uncommon for organizations to use dozens or hundreds of software applications. However, the larger your tech stack is, the more places for data to live. Software integration brings systems together, creating a more comprehensive view of business operations.

Ready to unlock more efficiency for your team? Take a look at some of the most popular app integrations we’ve seen in the last year:

Integrations in this List:

Microsoft Teams Sage Intacct Integration

Simplify your workflow by creating expenses directly in Teams, eliminating the need to switch between applications. Access and manage expenses on any device with Microsoft 365, giving you complete flexibility whether you're in the office or on the go.

Key features:

• Create & sync expense entries through Microsoft Teams 
• Spend less time on manual workarounds between systems
• Manage expenses from anywhere on any device that runs Microsoft 365
  
  

Learn more about the Sage Intacct for Teams integration and install it for free on the Microsoft AppSource.

Bonus: If your organization uses Slack, a Sage Intacct integration is also available. Our team has successfully used Slack to automate workflows between Intacct and other business applications.

Zoom Salesforce Google Drive Integration

Never miss a crucial conversation with automatic recording and storage of your Zoom meetings. The integration backs up each recording to Google Drive and links them directly to Salesforce Opportunities, ensuring easy access for sales teams and more.

Key features:

• Build a comprehensive archive of team, client, and partner conversations
• Tie meeting recordings (+ Zoom AI meeting summaries) to records in Salesforce
• Capture recordings for marketing material (with the client’s permission of course)
  
  

Pro tip: For Slack users, set up automated notifications that alert team members when new recordings are available for review. This feature is extremely valuable for busy team members on back-to-back calls.

Business Central Stripe Integration

Keep your customer data and financial records perfectly synchronized between Stripe and Business Central. Customer profiles and products automatically update between platforms. When invoices and credit notes are created in Stripe, they appear instantly as posted entries in Business Central. Need to collect a quick payment? Stripe-hosted payment links are generated on each invoice—just copy and send it directly to the customer to receive their payment.

Key features:

• Maintain perfectly synchronized customer records between Stripe and Business Central
• Ensure products and items stay consistent between Business Central and Stripe
• Automatically convert Stripe invoices into posted sales invoices in Business Central
• Keep records aligned as credit notes created in Stripe automatically sync with their corresponding Business Central invoices
• Generate Stripe payment links directly from Business Central invoices, with automatic payment synchronization upon completion
• Bonus: Calculate sales tax within Business Central using Stripe Tax
  
  

HubSpot Slack Integration

Let’s improve that lead response time. Never miss a lead with instant Slack notifications for HubSpot leads, website form submissions, and live chat conversations—all manageable within Slack.

Key features:

• Handle incoming HubSpot leads instantly through dedicated Slack channels, enabling faster engagement
• Receive immediate Slack notifications when visitors complete website contact forms
• Engage with website visitors in real-time by managing live chat conversations directly within Slack
  
  

Formstack Salesforce Integration

Streamline your document workflow by automatically generating and collecting e-signatures on Formstack documents using Salesforce data, while ensuring all form submissions seamlessly sync back to records in Salesforce.

Key features:

• Transform paper processes with digital forms that eliminate manual data entry
• Create Formstack documents and gather electronic signatures automatically using existing Salesforce data
• Keep records current with automatic synchronization between Formstack and Salesforce
  
  

Litify Sage Intacct Integration

Litify is a legal practice management solution built on Salesforce. The platform is an out-of-the-box solution featuring case management and workflow automation, document management, billing and time tracking, and client management. Litify and Sage Intacct work hand in hand, decreasing the need for manual data entry and synchronizing accounting information between Litify and Sage Intacct.

Key features:

• When expenses are approved in Litify, they sync to Intacct as bills. The finance team can print checks to pay the bills out of Sage Intacct
  
  
• When a settlement is received, the integration creates several transactions so that the receipt of funds is accounted for, case expenses are reimbursed, and the client can receive the remaining settlement balance
  
  
• Once paid, the bill and invoice details in Sage Intacct sync to Salesforce using a custom object, with relations to existing Litify records, for reporting/auditing purposes. If any changes were made in Intacct after something synced from Litify, you can see that here
  
  
• Matters, clients, vendors, employees, and more can sync to Intacct as dimensions, which is important for auditing client balances (and for reporting in general)
  
  
• An optional custom object can be configured in Salesforce for vendors, so vendors can be approved by the finance team and any existing parties for vendors can be de-duped without slowing down the expense entry process
  
  

Additional custom features:

• Reimbursements for internal expenses at settlement
• Attorney fees are split between multiple attorneys
• Syncing credit card expenses from Intacct to Litify
  
  

Shopify Sage Intacct Integration

Simplify financial operations by automatically syncing orders, payments, and inventory between Shopify and Sage Intacct, while enabling faster invoice collection and improved pre-order management.

Key features:

•  Maintain synchronization of transactions, orders, and inventory values
• Accurately update payment details in Sage Intacct for each order
• Automatically create invoices to expedite collection by teams
• Enable users to manage pre-orders and out-of-stock products effectively
  
  

Jira HubSpot Integration

Streamline project management and sales processes by synchronizing HubSpot deals with Jira issues. This integration reduces the time spent on manual data entry and enhances the ability to identify upsell opportunities. It also provides a comprehensive view of client and project lifecycles and offers rapid access to financial metrics, improving both forecasting and reporting capabilities.

Key features:

• Automatically synchronize Jira issues with HubSpot deals
• Reduce the time dedicated to manually updating project statuses and discovering upsell opportunities
• Achieve an accurate understanding of client and project lifecycles
• Quickly access financial metrics to enhance forecasting and reporting
  
  

PandaDoc Salesforce Integration

A PandaDoc Salesforce integration provides ready-to-use and customizable document templates in Salesforce, with fields auto-populated on the relevant object. It offers real-time updates on document status when comments or eSignatures are made in PandaDoc, and establishes centralized document storage rules in PandaDoc for attaching PDF copies in Salesforce's Notes and Attachments section.

Key features:

• Pre-made and customizable document templates with fields that automatically populate on Salesforce objects
• Immediate updates in Salesforce for document status changes when comments or eSignatures are added in PandaDoc
• Centralized rules for document storage in PandaDoc, allowing PDF copies to be attached in Salesforce's Notes and Attachments section
  
  

Salesforce Slack Integration

The Salesforce Slack integration keeps teams informed about key sales metrics, enables the creation of support tickets linked to Slack channels, integrates timesheet reminders with Salesforce project tracking, allows HR and hiring managers to manage job applications and hiring statuses in Slack, and more.

Key features:

• Teams remain updated on opportunities, projects, customer satisfaction scores, and various sales metrics
• Support request tickets are generated and connected to a Slack channel
• Timesheet entry and approval reminders are associated with projects and time tracking in Salesforce
• Human resources and hiring managers can access job applications and update hiring process statuses within Slack
  
  

Acumatica Stripe Integration

This integration ensures seamless synchronization of customers, products, invoices, transactions, credit memos, and notes between Stripe and Acumatica. It allows the incorporation of Stripe payment links into Acumatica invoices for easy customer payments.

Key features:

• Synchronize records of customers, products, invoices, credit notes, and transactions between Stripe and Acumatica
• Generate Stripe payment links on Acumatica invoices, allowing teams to copy and send to customers for faster collection
• Bonus: Calculate sales tax within Acumatica using Stripe Tax
  
  

Planning Center Sage Intacct Integration

A Planning Center Sage Intacct integration automatically syncs donations and payments to Sage Intacct, allowing for easy allocation to general ledger batches or specific funds. It also facilitates tracking individual donors and their contributions, while enabling faster and more accurate generation of year-end giving statements.

Key features:

• Automatically synchronize donations and payments with Sage Intacct
• Transfer donations to a general ledger batch and/or assign them to particular funds
• Monitor individual donors and access their giving details
• Create year-end giving statements more quickly and accurately
  
  

Zoom Slack Integration

Slack has a great free add-on for Zoom users, allowing teams to initiate Zoom meetings and access recordings from Slack—perfect for busy professionals with back-to-back calls every day.

Key features:

• Instantly initiate impromptu Zoom meetings using Slack commands
• Get notified in Slack about meetings and recordings when they become available
• Join Zoom meetings through Slack when it's time for the call
• Leverage Zoom AI to send meeting summary insights to Slack
  
  

Stripe Sage Intacct Integration

Stripe Sage Intacct integrations enhance data quality with real-time transaction access, automate invoice creation for faster payment collection, and simplify the refund process. It also improves customer experience by offering multiple payment options. As a Stripe and Sage Tech Partner, we assist in tailoring the right solution for your team. Learn more about our Stripe and Intacct integration.

Key features:

• Enhance data quality and gain real-time access to transactional data in Sage Intacct
• Automatically generate invoices to speed up payment collection
• Process refunds faster with less manual effort
• Offer a better customer experience with more payment options & details
  
  

Cvent Sage Intacct Integration

Cvent Sage Intacct integrations synchronize event registrations, sponsorships, and accounting information. This ensures consistency across platforms, providing teams with real-time insights into the revenue, expenses, and billing of events or initiatives.

Key features:

• Automated financial data transfer from Cvent to Sage Intacct
• Real-time visibility to event financial performance
• Simplified and streamlined financial reporting
  
  

Salesforce Acumatica Integration

This integration syncs customer and transactional data, enhances collaboration between sales and finance teams, provides accurate insight into product performance, customer behavior, and inventory levels, and reduces the time spent on manual data entry between systems.

Key features:

• Ensure 24/7 synchronization of customer and transactional data
• Enhance collaboration between sales and finance teams
• Obtain an accurate understanding of product performance, customer behavior, and inventory levels
• Reduce time spent manually entering data across different systems
  
  

Procore Sage Intacct Integration

Automatically sync payables generated in Procore with Sage Intacct, linking them to relevant projects and vendors, while creating dimensions in Sage Intacct from Procore data. This solution eliminates the need for double data entry and provides financial oversight for both construction management and accounting teams.

Key features:

• Automatically sync payables created in Procore with Sage Intacct and associate them with corresponding projects and vendors
• Enable automatic dimension creation in Sage Intacct using data from Procore
• Eliminate the need for duplicate data entry
• Provide financial oversight for members of both construction management and accounting teams
  
  

Smartsheet Sage Intacct Integration

This integration automatically generates a Smartsheet for tracking project progress when a project is initiated in Salesforce, accurately reflects billed time in both platforms for improved real-time reporting, and facilitates a seamless onboarding process for team members and clients involved in projects.

Key features:

• Automatically generate a Smartsheet when a project begins in Salesforce to allow clients to monitor progress
• Ensure accurate reflection of billed time in both Salesforce and Smartsheet for enhanced real-time reporting
• Facilitate a smooth onboarding experience for both team members and clients engaged in a project
  
  

Asana Salesforce Integration

An integration between Asana and Salesforce synchronizes tasks and projects in Asana to Salesforce records such as accounts, contacts, or opportunities. This integration facilitates real-time updates and visibility across both platforms, improving collaboration between teams, reducing manual data entry, and enhancing productivity.

Key features:

• When deals close in Salesforce, relevant tasks in Asana are generated to facilitate smooth client onboarding and team transitions
• Keep teams in sync by setting up automatic notifications, comments, and collaborator assignments whenever changes occur to connected opportunities
• Enhance visibility into sales performance by automatically syncing revenue data from opportunities directly into Asana's project management interface
  
  

HubSpot Sage Intacct Integration

An integration connecting HubSpot and Sage Intacct allows new deals to automatically generate accompanying invoices in Sage Intacct, giving users visibility to payment statuses within the CRM and ERP. Customer data is synchronized in real-time, ensuring an accurate view of customer interactions, subscriptions, products, and service performance.

Key features:

• Automatically create an invoice in Sage Intacct when a deal is made in HubSpot
• Enable HubSpot users to see invoices and payment statuses directly within the CRM
• Synchronize customer data in real-time for accurate insights into customer interactions
• Gain an accurate understanding of the performance of subscriptions, products, and services
  
  

Salesforce Sage Intacct Integration

This solution streamlines management of orders, inventory, and time allocations, while automatically generating invoices in Sage Intacct linked to Salesforce accounts. It also provides real-time synchronization of opportunity data. 

With extensive experience in Salesforce customization and integration, explore our pre-built and custom Salesforce solutions.

Key features:

• Improve visibility of orders, inventory, time allocations, and other operations
• Automatically create invoices in Sage Intacct and associate them with Salesforce Accounts
• Ensure real-time synchronization of opportunity data
• Sync any custom object from Salesforce to Sage Intacct, including inventory, timesheets, commissions, and more
  
  

Virtuous Sage Intacct Integration

Virtuous CRM is a fundraising platform designed to help nonprofits track donor relationships and increase their mission’s impact. Integrating Virtuous and Sage Intacct keeps donors, gifts, and projects/funds in sync between platforms. For busy nonprofits, automation is a must.

Key features:

• Sync projects and funds between Virtuous and Sage Intacct
• Process donations automatically in Sage Intacct
• Split donations between multiple projects & funds
• Streamline financial reporting and analysis
  
  

Square Sage Intacct Integration

Square Sage Intacct integrations ensure a smooth payment processing experience for internal teams and customers. Completely automate and synchronize sales, products, customers, and more between platforms and manage financial operations with more peace of mind.

Key features:

• Sync products, customers, and inventory between Square and Sage Intacct
• Automatically update data in Sage Intacct once a payment has been made
• Gain a more comprehensive view of financial operations, without the manual effort
  
  

PayPal Sage Intacct Integration

Accept PayPal payments and automatically sync transactional data to Sage Intacct. This integration helps busy teams with invoice generation and distribution, notifications for failed payments, and seamless reporting.

Key features:

• Generate new invoices in Sage Intacct for PayPal payments
• Automatically reconcile payments in Sage Intacct
• Identify successful, failed, and fraudulent transactions
• Build financial reports with accuracy and less manual effort
  
  

Stripe HubSpot Sage Intacct Integration

Subscription services are on the rise. If your teams are stuck with siloed systems, they likely have to spend hours on manual data entry to ensure accuracy. Automated workflows between Stripe, HubSpot, and Sage Intacct can address pain points for teams manually managing recurring billing, contracts, and more. Plus, teams gain real-time visibility to cash flow, using subscriber data to analyze trends and predict future revenue.

How it works:

1. New subscriptions created in HubSpot will generate invoices in Stripe and Sage Intacct
2. A Stripe-hosted payment link populates on the invoice in Sage Intacct
3. On the contact view of the customer in HubSpot, users will have visibility to invoice details and payment status
4. Once an invoice is paid, transactional data syncs between systems, providing detailed visibility of recurring payments
   
   

Need help integrating your business apps?

Venn Technology builds custom software integrations for busy teams looking to automate their most painful, time-consuming manual processes. We consult with your team to identify unique pain points and then collaborate to create automated workflows that scale with business objectives. 

Our mission: Integrate. Automate. Be Free!