Salesforce CPQ integrations and automations

Seamlessly connect Salesforce CPQ with other tools. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Why you should automate with Salesforce CPQ

Quote to cash
  • Quote to cash
  • Revenue management
  • Order to cash
  • Human capital management

  • Why these integrations and automations matter:

    Salesforce CPQ is a unified system that helps you move customers from quote to cash quickly. Integrate Salesforce CPQ with your other apps to accelerate quotes, approvals, and invoices.

  • Accelerate quotes

    Use Salesforce CPQ’s guided selling, pricing engine, and solution configurator to pitch to and negotiate with customers. Then, quickly process the quote by integrating Salesforce CPQ with an ERP like NetSuite or SAP ERP.

  • Get approvals

    Don’t let a deal get tied up in the approval stage. Integrate Salesforce CPQ with Workbot for Slack or Microsoft Teams to automatically request approvals from managers and send periodic reminders until the request is approved or denied.

  • Generate invoices

    Integrate Salesforce CPQ with an accounting platform like Sage Intacct or Quickbooks Online to automatically create invoices for your closed deals.

Streamline your Salesforce CPQ integrations

  • Need to connect your product to Salesforce CPQ?

    Leverage the power of the Workato Embedded platform to access 1200+ pre-built connectors to the apps your customers are requesting. 
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    • Build powerful workflows, fast

    Triggers

    When this happens…

    Salesforce CPQ
    • Object created
      Object created in Salesforce CPQ
    • Daily object review
      Daily Object review in Salesforce CPQ
    • Object created/updated
      Object created/updated in Salesforce CPQ

      • Any other trigger you can think up

    Actions

    Do this…

    Salesforce CPQ
    • Custom action
      Custom action in Salesforce CPQ (Custom)
    • Create object
      Create object in Salesforce CPQ
    • Get related objects Batch
      Get related object list in Salesforce CPQ
    • Search objects Batch
      Search for objects in Salesforce CPQ
    • Update object
      Update object in Salesforce CPQ

      • Any other action you can think up

    One platform

    • Power
    • Agility
    • Speed
    • Innovation

    Streamline your Salesforce CPQ integrations

    Related Solutions & Content

    About Salesforce CPQ Integrations

    Salesforce CPQ helps your sales team close complex deals faster, while giving your customers a better buying experience. It provides a single source of truth for your revenue data by helping you manage customers and partners through the configure, price, and quote process.

    How you can integrate Salesforce CPQ

    • Control parameters and pricing for complex product packages
    • Solidify your customer base through increased visibility of sales data
    • Automate downstream financial operations to save time and reduce errors
    • Speed Q2C by providing sales with intelligent customer insights
    • Blog Article

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    • Blog Article

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    • Solution

      Sales Automations.

      Sales Automations.

    Let’s start automating

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