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Salesforce Integration Made Easy with Workato Part 1

Part 1 of 2 – Salesforce Integration Made Easy with Workato

Connect dozens of apps like Quickbooks, Zendesk, SurveyMonkey, and more to Salesforce without code

What is Workato?

About two years ago I got turned on to a consumer app called IFTTT (short for If This Then That) now known as “IF”.  It quickly became one of my favorite productivity tools because it made it dead simple to connect my favorite tools to one another and automate actions, namely my FitBit, Google Sheets, Evernote, Facebook, Twitter, Nest…on and on. The premise is simple, when something happens in one app do something in another (or the same in some cases).  For example, I log my daily steps from  FitBit to a Google Spreadsheet so I can track my activity over time.

I remember thinking when I first came across IFTTT that it would be awesome if there were a similar tool for business applications – chief among them Salesforce.  It has been well publicized that Intuit, maker of Quickbooks, has recently deprecated their integration tool that connected their flagship product to the popular CRM application.  In search of another tool to accomplish this task I stumbled upon Workato.

Like IF, Workato makes it easy to integrate your apps without code using trigger events in one system to perform an action in another.

Keep reading or learn more HERE.

What can you connect?

While we are most interested in Salesforce integration it is important to mention that Workato supports the interconnection of a ton of different web applications.  The list will continue to grow over time.  As of the time of this post the following apps are supported:

Active RegOnline

ADP2

BambooHR

Basecamp

Box

BrickFTP

Capsule CRM

Clock*

Concur

Dropbox

Email*

Eventbrite

Evernote

Facebook

Feedley

FullContact

Gmail

Google Calendar

Google Contacts

Google Sheets

Goombal

HubSpot

Infusionsoft

Instagram

Jobvite

LinkedIn

Marketo

Namely

Nationbuilder

People Task

Quickbooks

Replicon

Salesforce.com

Service Now

Shopify

SMS*

SurveyMonkey

Twilio

WordPress.com

Wufoo

Xero

Zendesk

Zoho CRM

*Clock allows you to schedule actions, email allows for the sending of emails, and SMS allows for the sending of emails.

Salesforce Integration Made Easy with Workato - Integrated Apps- Salesforce, Quickbooks, Zendesk, SurveyMonkey and more

How does it work?

Workato “recipes” are combinations of trigger events and actions.  These actions could be within the same system or from one system to another.  For example, if an Opportunity in Salesforce is Closed Won, create a new Invoice in Quickbooks or when a Case is closed trigger a new customer service satisfaction survey in SurveyMonkey.

In our next post we will walk through how to build a recipe in Workato.

Did I mention that there is no code involved in setting up these integrations?

Salesforce Integration made easy with Workato - Build a Workato recipe with Salesforce and Quickbooks

This sounds AWESOME, so what does it cost?

You’re probably thinking – “this is awesome, it must cost a ton.” The great news is that Workato offers several plans to fit to your budget including, wait for it, a free option.  As you can see in the chart below support levels vary from plan to plan.  Additionally, the Professional plan includes Workato services to help you build custom recipes to match your specific use case.  Venn Technology can help build recipes as well.

Workato pricing

Where do I go from here?

In our next post we will walk you through how to build a recipe in Workato step by step. Additionally, Workato is holding a FREE webinar  on April 16, 11 AM Pacific time on how to build your first recipe. Register HERE.

If you are really eager to get started you can sign up HERE.

Scott Hollrah - Managing Partner - Venn Technology

Scott Hollrah

Managing Partner

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About the author

CRM consultant with a passion for customer success. Past experience includes a wide variety of industries including energy, retail, nonprofit, finance, construction, and more. Specialties: Salesforce Certified Administrator Salesforce Certified Advanced Administrator Salesforce Certified Developer Salesforce Certified Sales Cloud Consultant Salesforce Certified Service Cloud Consultant

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