Salesforce Integration

Workato facilitates automation in Salesforce through its low-code/no-code integration
with solutions such as Marketo, Shopify and Hubspot.

Salesforce Integration with Workato

Align Sales and Marketing

Align Sales and Marketing

Any organisation’s sales and marketing departments have a symbiotic relationship. Workato helps these two by helping integrate the various solutions that may be used and then setting in motion automation that helps improve conversion rates.

Automate Order-To-Cash

Automate Order-To-Cash

The order-to-cash process is one of the most crucial aspects in the sales journey, and automating this task ensures human errors are done away with. Integrating and automating the solutions used in the order-to-cash process prevents loss orders and processing delays.

Centralise Databases

Centralize Database

Having a centralised database is of paramount importance. Syncing data to and from Salesforce with other data warehouses such as Snowflake, Amazon S3 or Redshift enables you to provide your team with a centralised database.

Customer Support Automation

Customer Support Automation

By integrating Salesforce with ticketing and other customer support applications such as Jira and Zendesk, you are presented with a consolidated view of your customers. This also prevents churn by enabling you to resolve tickets faster.

Benefits of Salesforce CRM Automation With Workato

Quick response to leads

Accelerate response
to leads

Improve efficiency and analytics

Improve efficiency and analytics

Identify hot upsell and cross sell

Upsell and cross-sell opportunities

Keep data in sync across all systems

Keep data in sync across all systems

Do Everything in One Place

Customise your Salesforce integration with Workato

Give your business the extra edge and enable automation with Workato’s Salesforce integration.

Salesforce Integration is available for over 1000 applications

Instantly connect Salesforce with thousands of applications – cutting across various functions including sales, marketing, finance and many more – using Workato.

Why Choose PointStar?

PointStar Consulting is a leading cloud services provider in the Asia Pacific region. As a Workato Gold Partner, PointStar Consulting has helped companies in Singapore to seamlessly integrate different solutions and automate workflows across their organisation. In addition to being Workato’s Gold partner, PointStar Consulting is also a 5 Star Oracle NetSuite Partner and has a regional presence in Singapore, Indonesia and Malaysia.

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