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Create Salesforce CRM Workflows in Minutes

Add email label in Gmail on a New lead in Salesforce CRM
Create contact in Outlook on a New contact in Salesforce CRM
Create customer in Jira Service Management on a New contact in Salesforce CRM
Create customer in Jira Service Management on a New lead in Salesforce CRM
Create customer in Jira Service Management on a New task in Salesforce CRM
Create issues in JIRA from new Salesforce CRM cases
Create request in Jira Service Management on a New contact in Salesforce CRM
Create request in Jira Service Management on a New lead in Salesforce CRM
Create Microsoft Azure AD and ServiceNow workflow in minutes

Trigger

Contact Updated

Contact update in Salesforce CRM

Lead Updated

Lead update in Salesforce CRM

New Contact Created

New contact in Salesforce CRM

New Event Created

New event in Salesforce CRM

Actions

Add Contact

Create contact in Salesforce CRM

Add Event

Create event in Salesforce CRM

Add Note

Create note in Salesforce CRM

Add Opportunity

Create opportunity in Salesforce CRM

cahe_manager

Robert Zeitz

Director of Cloud Applications & Service Delivery

Quotes

After using a few different automation workflow programs, we decided to go with Workativ for its easy-to-use interface and systems integration. Using Workativ feels like it was truly designed with the user in mind. More importantly, the Workativ team has shown tremendous customer support, allowing us to continue to expand their software’s capabilities to meet our needs.

The Workativ team always considers the users feed backs and needs to create brand new features allowing us to design out the exact workflow we need. With their support we have been able to automate our onboarding, offboarding, and up keeping our employee data across all systems.

We look forward to further exploring the world of automation with their help!

Why Workativ Automate?

Most workflow products are complex, expensive, and bloated with things that you don’t need. Workativ Automate is purpose built iPaaS to help you connect and automate your workplace tasks. It’s easy to use yet powerful, and affordable to all.

join leading innovators

Simple and Intuitive

Create app integrations and workflows using simple UI interface. No coding or developer support required.

Powerful Tools

Format data, add conditional logic, set approvals, or time intervals into your workflows.

100+ Connectors

Connect 100+ cloud apps. Use app triggers, webhooks to run your workflows.

Secure & Reliable

Data encryption at rest and transit, data retention controls and audit logs. ISO 27001 certified.

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Automate sales operations and contact management in Salesforce. Send automated notifications and messages to users or channels in Microsoft Teams.Do much more by connecting Salesforce CRM and Microsoft Teams.

Salesforce CRMOutlook

Automate sales operations and contact management in Salesforce. Send automated emails in Microsoft Outlook.Do much more by connecting Salesforce CRM and Outlook.

Salesforce CRMMicrosoft Dynamics

Automate sales operations and contact management in Salesforce. Automate sales operations and contact management in Microsoft Dynamics.Do much more by connecting Salesforce CRM and Microsoft Dynamics.