We’ve got a range of embedded integration examples that can be used no matter what type of Enterprise you are. Each use case can be tailored to your customer’s needs and deployed natively in your application. This can all be achieved without adding to your developer backlog and upskilling existing employees.
These use cases are 10 relatively common workflows we’ve seen and encompass many typical vertical types. So, let’s take a look at the different embedded integration examples and demonstrate what is possible with an embedded integration platform.
Embedded Integration Examples for Enterprise
Email Marketing Use Case
Integration: Connect your SaaS to a CRM and email apps to keep the client’s customer data up to date
In this instance, a customer has requested an integration from your SaaS to a CRM and an email marketing app. This is so they can keep their user information up to date across apps in their tech stack.
This embedded integration is designed to trigger a “welcome” email marketing campaign after a new customer’s email has been added to the CRM from a new user being added or signing up to your SaaS.
Marketing Analytics Use Case
Integration: Connect your SaaS to Marketing Ad Platforms and paint a performance picture for customers
Next up is a marketing analytics use case, these will help your customers stay on top of their ad performance and campaign impact by connecting your platform to marketing ad tools.
This type of integration can be scheduled to run weekly or monthly and list the new deals from those campaigns, ad and keyword performance etc. Then create a central spreadsheet or dashboard for the customer to analyse. This will help them to make informed decisions for future campaigns.
Sales Use Case
Integration: Keep sales teams up to date with the latest deals by connecting your SaaS with your Sales Tools
Embedded integrations can make customers’ sales simpler by connecting your application to popular sales tools and design workflows that streamline customers’ sales pipeline.
These integrations can be triggered when a deal has been updated as well as notify a sales team when a deal has been won, created or lost.
Finance Use Case
Integration: Connect your platform to a range of finance systems
Streamline your customer invoicing processes by connecting your SaaS to finance solutions that’ll help your customers automate the creation of contacts, invoice generation, monthly billing, customer receipts etc.
The workflow could generate invoices after a new deal has gone through which creates a new CRM contact, then generates an invoice which is attached to the customer profile and emailed to the new customer.
eCommerce
Integration: Simplify content creation and connect your SaaS with eCommerce platforms
Save content teams time by developing integrations that develop draft content for eCommerce, social media or emails after a new product has been uploaded or updated.
For instance, an integration can compose a draft WordPress blog from new product descriptions uploaded. It can then send a message to a Slack ‘Content’ channel to notify the marketing team of a post to review and schedule.
Event Management Use Case
Integration: Increase ticket revenue for upcoming events
Help your customers increase ticket purchases by building integrations that share event details across multiple event and marketing applications.
For instance, when a new tour date for a musician, band, play, etc. has been added to your SaaS automatically create events and add in the artists details to external applications like Eventbrite. Then publish those event pages and create marketing campaigns based on the event page description to be sent to subscribers.
Facilities Management Use Case
Integration: Help customers keep their site and facilities up to date
Your SaaS is helping gyms, spas and other facilities by storing and maintaining customer information. This could be expanded further by building integrations with other apps.
For instance, when a new client joins or makes a booking an integration can help keep track of clients, classes and schedules. This will automatically update the site to which the client belongs as well as classes and how many spaces are available.
IoT Use Case
Integration: Trigger support communication based on IoT device performance
Help customers stay on top of their IoT performance by developing helpful integrations for service monitoring.
For instance, when an issue has occurred with an IoT device it can trigger a reaction, this could be positive or negative, a yes or no response for instance. Depending on the response it can create a ticket with a support platform to be picked up. If positive it can update the client’s dashboard.
Recruitment Use Case
Integration: Create workflows so customers can keep track of new job applications
Connect your SaaS to the latest HR and recruitment software so your customers can keep track of their applicants and employees.
For instance, when a new job application is received a workflow can send a simple, ‘Application Received’ email and then create a new contact in your CRM. Next, it can add the contact to the specific job opportunity and create a calendar event with a Zoom link with the applicant.
Project Management Use Case
Integration: Help customers track and manage projects across their teams
Ensure clients can keep track of their project management with useful integrations to popular task-orientated applications such as Trello or Jira.
For example, automatically create boards, and cards and add relevant teams or members. Then send a notification for when this all has been created.
This way teams are all on the same page and have one place to view what is being achieved.
In Summary
All these embedded integration examples are ways in which an enterprise can tackle customer integration requests without losing momentum on the core product roadmap. This is because an embedded integration platform can be utilised by non-developer roles. As a result, customer experience is improved due to an increase in integration release speed.
Not only can an embedded iPaaS help an enterprise tackle product integration expansion, but it can also help nudge the enterprise towards furthering its digital transformation efforts.
Do any of these use cases sound familiar?
Get in touch with the team to learn how you can utilise Cyclr, an embedded iPaaS to achieve your integration strategy.
