Sales

3 Ways to Experience Slack’s New Message Menus

Slack, a digital workplace that connects users to the people and tools they work with everyday, unveiled its new Message Menus feature today. Since its initial release in 2013, Slack’s popularity ha ...

4 Ways to Automate RingCentral Calls for Better Customer Service and Sales

Business communications have changed drastically over the last decade, and though both email and chat have provided new channels for Customer Service and Sales, a good old-fashioned phone call remains ...

Sales Automation: Opportunity Data Population and Smart Customer Onboarding

This piece is part of our series Inside Workato’s Kitchen where we show you how we use our own product to automate each section of the business. The process of lead gathering can fall into severa ...

No Code Needed: Using Apttus and Workato for Seamless Quote-to-Cash

Need to Integrate Apttus with your other apps? Apttus and Workato have a lot in common, especially the clicks-not-code mentality. So, while Apttus takes care of increasing sales productivity and maki ...

Enterprise Content Management (ECM) Integration with Box, Slack, and Salesforce

Where and how to store documents is an age-old business problem. In the past, storage meant rows of filing cabinets, keys distributed throughout the staff, and folders marked “confidential.” Thank ...

Serve Your Customers Better: Integrating Salesforce with ServiceNow Express

This is part of our series with ServiceNow. In this series, we’re bringing you the most popular automation workflows using ServiceNow Express. We’ll cover different integrations to boost your ...

Meet Forcebot: The Only Platform Bot for Salesforce

Custom objects and fields? No problem, the Forcebot is with you! Salesforce users can now work dynamically in Slack with Forcebot - the only Slack bot that can understand your specific Salesforc ...

What are the Top 4 Marketo Integrations?

Well, that depends on who you ask! We took a look at the top searches on Google for Marketo integrations and our own database of thousands of integration recipes to see what integrations with Marketo ...

How Box Streamlined Their Platform Partner Onboarding Process with Workato

Box is a leading content management and collaboration platform that integrates with thousands of apps to make it easy for users to share and collaborate on their most important content so, when they a ...

How to Automate Your Partner Program and Automatically Send Contracts

A contract makes your brand new job official, grants you shares in a start-up, forges a partnership between two organizations, or means that your agency landed a client. Just a mere decade ago a contr ...

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