Why you should automate with Anaplan

Plan better with cleaner data

Plan better with cleaner data
Plan as an organization by sharing insights
Unify your data with custom migrations
Keep stakeholders in the loop

Why these integrations and automations matter:

Ensure that those making decisions have access to accurate sales and financial data by integrating Anaplan with your CRM and ERP. Then, add approvals in a communication platform like Slack to verify key data points and prevent incorrect data from corrupting your models.
Sync sales data

Sync sales data, like orders and accounts, across platforms by integrating Anaplan with a CRM like Salesforce or Microsoft Dynamics. Delete duplicate entries and standardize regional fields, like the date field, with custom integration logic.
Sync financial accounts

rack spending accounts across your organization for an enterprise-level look at your budget. Integrate Anaplan with an ERP like NetSuite and SAP ERP to sync data and give stakeholders the most up-to-date financial data.
Add approvals

Keep bad data from corrupting your models. Instead, make it easy to verify key information using Workbot, Workato’s platform bot for Slack, Microsoft Teams, and Workplace from Facebook. Workbot lets managers manually approve important data points, like a new order or payment, before they’re factored into your models in Anaplan.

Do everything in one place

Customize your Anaplan integration with the following triggers and actions.

Actions

Do this…

Anaplan

Custom action
Custom action in Anaplan (Custom)
Download dump file
Download dump file from Anaplan
Download file
Download file from Anaplan
Run deletion Batch
Run deletion in Anaplan
Run data export Batch
Run data export in Anaplan
Run data import Batch
Run data import in Anaplan
Run process Batch
Run process in Anaplan
Upload file
Upload file to Anaplan

Any other action you can think up

Let us tailor your Anaplan integrations

The wonders of Workato

Easily set up as many intelligent automations you need.

1000s of ready-to-use templates
Accelerate work with intelligent automation
Do it yourself, faster
Build bots. Put them to work

Market leaders run on Workato

About Anaplan Integrations

Anaplan is a business planning software that applies hyperscale computing to your operational insights, forecasts, and business strategies. It makes it possible for your business to extract insights from its data, plan effectively and realistically, and succeed at any scale of complexity.

How you can integrate Anaplan

Build business user–owned models to plan, budget, and forecast effectively
Monitor performance, drive growth, and pivot quickly with granular insights
Stay balanced in shifting markets with Anaplan’s flexible modeling engine