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Workato | Integrations & Workflow Automation For Salesforce®

Integrate Salesforce to all your apps with the leading automation platform

Overview

See How Workato | Integrations & Workflow Automation For Salesforce® Works

  • Workato is recognized as a leader by both Gartner and Forrester in the Enterprise Automation & iPaaS category.

  • Transform your order-to-cash process into a competitive differentiator by integrating Salesforce data (eg. purchase orders, customers, products, financials etc.) with ERPs including SAP, Oracle & Netsuite

  • Automate your sales & marketing operations to eliminate manual work, reduce friction in the buying process, and unlock customer data between CPQ, Marketing Cloud, Service Cloud and RevOps platforms Marketo, Drift, Outreach, Gong, Eloqua, and many more.

Workato supports all your integration needs including: Sales Cloud and Salesforce CPQ: ✓ Team collaboration with Slack & Office 365 ✓ End-to-end quote-to-cash integrations with Oracle, SAP, & NetSuite ✓ Order management via your ERP system with NetSuite, Shopify, Magento, & Glovia OM ✓ End-to-end customer onboarding & experience integrated with Zendesk, Gainsight, Sprinklr, & etc. Service Cloud: ✓ Intelligent support response with AI tools - IBM Watson, Workbot, & Forcebot ✓ Targeted responses to NPS surveys with Qualtrics & SurveyMonkey ✓ Customer support management with Zendesk, ServiceNow, & JIRA Sales & Marketing Apps: ✓ Capture & enrich your leads ✓ Capture online & offline customer touchpoints ✓ Abandoned shopping cart marketing campaigns ✓ Track metadata associated with digital assets ✓ Leverage API Management for e-commerce CDP and Customer 360: ✓ Power integrations across your marketing, finance, sales, & customer experience tech stack ✓ Aggregate data from Snowflake & simplify Tableau reporting ✓ Enable data-driven decisions with speed & low maintenance ✓ Create integration recipes between all your cloud & on-premise apps

Categories

Business Needs
Integration
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Lightning Ready