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Workato Workbot®: A Slack Deal Desk Bot for Salesforce®
An intelligent bot that gets your work done in Salesforce right from Slack.
Overview
Workbot® is an intelligent Slack bot used by over 5,500 organizations. It understands your Salesforce implementation and adapts to your needs. Get direct notifications, stay on top of your targets, and take action.
See How Workato Workbot®: A Slack Deal Desk Bot for Salesforce® Works
Get notifications that matter. Swamped with unrelated notifications in the various Slack channels? Workbot will ping you directly with relevant notifications when: - A new lead is assigned to you - The status your accounts changes
Track your sales targets from Slack. You can receive automated daily progress charts so you can easily monitor your progress towards hitting your sales target.
Get work done in Salesforce without leaving Slack. Workbot brings the entire power of Salesforce right into Slack. You can command Workbot to: -Create Salesforce opportunities - Approve deal requests - Get a summary of leads and opportunities
Workbot® is an intelligent bot for Slack that understands your specific Salesforce implementation and adapts to your needs. We understand that every business is different and so is every Salesforce implementation. That’s why we’ve made Workbot adaptable for your unique business needs. Workbot is powered by Workato’s powerful integration recipe platform. You can use the bot as-is from this package, or customize it easily to make it work for you in Slack. For advanced users, Workbot gives you the ability to: - Gain a 360° view of your customers. You can connect multiple apps including your Support, Accounting or Project Management apps to obtain a comprehensive view of your customer data across all your apps. - Create custom commands and notifications for Workbot in minutes. - Browse and run any of the 400K recipes created by the Workato community & integration experts - Receive data and automate 150 apps all from Slack
Categories
- Business Needs
- Productivity
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsManaged Package