Workato

Workato is the leading data orchestration platform that enables both businesses and IT to integrate their apps and automate complex business workflows with security and governance. With powerful automation, integration, and AI capabilities, turn fragmented data into sales-ready insight, so engaging the right buyers, at the right time, with the right message feels effortless.

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Description

With Workato + Salesloft, businesses can cleanse, unify, and unlock critical signals hidden within first- and third-party data—so sellers always know when a prospect is ready to talk, when a customer is ready to grow, and when a relationship needs attention. Through Workato’s low-code/no-code automation, revenue operations teams can connect any data source directly to Salesloft via Workato to quickly create and customize advanced workflows—no complex implementation required. When out-of-the-box solutions can’t address your bespoke business challenges, Workato + Salesloft will empower your sellers to move faster, engage smarter, and win more by connecting all of your data to turn signals into your strategic advantage.

Key benefits

Signal-Based Selling: Use enriched data and buyer signals to personalize messaging at scale. Salesloft plays powered by Workato automation help teams engage the right personas with the right message, every time.
Lead Automation: Automatically capture, enrich, and route leads from multiple sources directly into Salesloft. This reduces manual entry, speeds up response times, and ensures every quality lead gets timely attention.
Data Orchestration: Keep CRM, MAP, and sales engagement platforms perfectly in sync. With bi-directional data flows, reps always have the most accurate and up-to-date customer information at their fingertips.
Workflow Efficiency: Trigger complex, multi-step workflows—like lead scoring, account research, or follow-up touchpoints. Workato eliminates busywork so teams can focus on high-value selling activities.
Enhanced Visibility: Gain clear insight into campaign and workflow performance across your GTM stack. Unified reporting helps revenue teams optimize engagement while IT retains visibility into every integration.

How It Works

Automation and AI work together to power seamless, seller-friendly workflows.

Unlock data sources via Workato data orchestration
- Fully customize signals with advanced workflow automation in Workato.
- Sync to Salesloft account, person, or opportunity fields.
Unlock workflow creation with custom signals for Salesloft plays
- Create a play using an account, person, or opportunity updates as the signal.
- Use criteria to select the field updated by your Workato recipe. Fine tune the signal with any other important criteria using and/or logic.
Activate seller action
- Choose an action for your play. Here are the most popular options:
  - Add to cadence - prompts the rep to select contacts for ongoing nurture. With Salesloft account agents, the rep can also review AI-generated account research and select from AI-recommended buyers for the cadence.
  - AI dynamic email - prompts the rep to immediately email their contact, using an AI generated email that captures relevant buyer signals, activity history, conversations, and account details for a compelling first draft
- Complete the play configuration, and click Save!