Salesforce Integration Made Easy with Workato Part 1
Written byScott Hollrah
April 8, 2015
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
Feedley
FullContact
Gmail
Google Calendar
Google Contacts
Google Sheets
Goombal
HubSpot
Infusionsoft
Jobvite
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.
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?
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.
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.
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About the Author
Scott Hollrah
Scott Hollrah pops out of bed every morning invigorated knowing that he adds tangible value to his clients’ businesses. He finds it gratifying, too, that he gets to work with people that push him to be better each day, motivating him along the way. If Scott were a lyric it would be “Hello my friend, it seems your eyes are troubled, care to share your time with me?” If that sounds like someone who, first and foremost, is in the people business — that’s because it’s more who Scott is than what line of work he’s in.