Salesforce 통합과 자동화

다양한 솔루션을 매끄럽게 연결하세요. Workato로 워크플로를 자동화하고 효율성을 향상시켜 보세요.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

자동화를 해야하는 이유 Salesforce

영업과 마케팅 연계

영업과 마케팅 연계
O2C(order-to-cash) 자동화
중앙 집중식 데이터베이스 구축
고객 지원

관련 통합과 자동화가 중요한 이유:

영업과 마케팅은 매우 밀접한 관계입니다.
리드 데이터 동기화

Salesforce의 새로운 리드나 연락처를 Marketo 또는 Hubspot 에서 동기화하세요.
인바운드 리드에 대한 신속한 후속 조치

데이터가 보강된 리드를 Slack 또는 Microsoft Teams 의 영업 담당자에게 실시간으로 라우팅하여 응답 시간을 최적화하세요.
Marketo 통합을 사용하여 리드 응답 시간을 단축하는 H2O.ai

H2O.ai는 통합 기능을 사용하여 <100>Intercom, Dropbox, Eventbrite, Salesforce 의 리드를 신속하게 Marketo로 전달합니다

Do everything in one place

Triggers

When this happens…

Salesforce

Monitor changes in a record Real-time
Monitor changes in a record in Salesforce
New record
New record in Salesforce
New record Real-time
New record in Salesforce
New Outbound message Real-time
New Outbound message in Salesforce
New platform event Real-time
New event in Salesforce
New PushTopic event Real-time
New PushTopic event in Salesforce
Scheduled record search using SOQL query WHERE clause Batch
Scheduled record search using SOQL query WHERE clause in Salesforce
Scheduled records search using SOQL query Batch
Scheduled records search using SOQL query in Salesforce
New records Batch
New records in Salesforce
New/updated records Batch
New/updated records in Salesforce
Threshold met for new records created Batch
Threshold met for new records created in Salesforce
Deleted record
Record deleted in Salesforce
New/updated record
New/updated record in Salesforce
New/updated record Real-time
New/updated record in Salesforce

Any other trigger you can think up

Actions

Do this…

Salesforce

Custom action
Custom action in Salesforce (Custom)
Approve record in approval process
Approve a record in approval process in Salesforce
Create records in batches Batch
Create records in batches in Salesforce
Update records in batches Batch
Update records in batches in Salesforce
Create record
Create record in Salesforce
Publish platform event
Publish platform event in Salesforce
Delete record
Delete record in Salesforce
Download attachment
Download attachment from Salesforce
Download file
Download file from Salesforce
Get record details by ID
Get details of specific record in Salesforce
Get related list by parent record ID Batch
Get list of related records in Salesforce
Get report by ID
Get report details in Salesforce
Get object schema
Get object schema in Salesforce
Create records in bulk from CSV file
Create records in bulk in Salesforce from CSV file
Create records in bulk from CSV file (API 1.0)
Create records in bulk in Salesforce from CSV file
Reject record in approval process
Reject a record in approval process in Salesforce
Retry bulk job for failed records from CSV file
Retry objects bulk job in Salesforce from CSV file
Search records Batch
Search for records in Salesforce
Search records using SOQL query WHERE clause Batch
Search records using SOQL query WHERE clause in Salesforce
Search records in bulk using SOQL query (API 1.0)
Search records in bulk using SOQL query (API 1.0) in Salesforce
Search records in bulk using SOQL query (API 2.0)
Search records in bulk using SOQL query (API 2.0) in Salesforce
Search records using SOQL query Batch
Search for records using SOQL query in Salesforce
Submit record for approval
Submit a record for approval in Salesforce
Update records in bulk from CSV file
Update records in bulk in Salesforce from CSV file
Update records in bulk from CSV file (API 1.0)
Update records in bulk in Salesforce from CSV file
Update record
Update record in Salesforce
Upload file
Upload file to Salesforce
Upsert records in bulk from CSV file
Upsert records in bulk in Salesforce from CSV file
Upsert records in bulk from CSV file (API 1.0)
Upsert records in bulk in Salesforce from CSV file
Upsert records in batches Batch
Upsert records in batches in Salesforce
Upsert record
Upsert record in Salesforce