Salesforce Integration

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

Features:
Salesforce Integration with Workato

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.

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.

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.

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

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.