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Workato: A Recipe for Efficiency

May 19, 2020 9:15:00 AM

We'd like to feature one of our partners, Workato, and showcase just a few of the many reasons why we love working with them. Workato is a cloud-based automation and integration platform. We've told you about how we used Workato as an integral part of a full Enterprise Service Management (ESM) solution, and in this post, we cover how we leverage Workato at Praecipio Consulting to connect Jira and Salesforce. 

Our use case

Most of our use of Workato internally is in support of our Business Development and Account Management team. As an Atlassian Platinum and Enterprise Solution Partner, you might have guessed that we do a lot of work in the Atlassian suite. Between Jira and Confluence, we cover the vast majority of what we do as a business. However, there are some use cases internally that are better suited for other tools - specifically Salesforce. Even though we're using a variety of tools, Jira and Confluence remain our single source of truth, we need a platform that integrates Salesforce with Jira, and Workato helps accomplish this. We've got a wide variety of recipes to this end, but there are two I'd like to feature in this post. 

Lead management

One of the primary reasons that we see organizations trying to shift their work into the Atlassian suite (apart from all of the other reasons that Jira is great, of course) is cost, and we are no exception. We don't have Salesforce licensed for the entire company, as many non-Sales folks don't need to interact with it very often. We do use Salesforce for lead and opportunity management, though, and we all know that leads can come from anywhere in the company, not just Sales. 

With that in mind, we have Workato working behind the scenes so that any Jira user can create a lead in Jira, which is then immediately pushed to Salesforce. On top of that, we've got bi-directional sync set up so that when a lead that requires more effort comes into Salesforce, like a process demo or technical questionnaire, the issues are created and assigned out for the appropriate people to complete. This allows for both a more dynamic user experience (for example, I can create tickets in the tools I'm used to, and I don't have to bug someone on the sales team to create a lead for me in Salesforce) as well as better reporting since all of the information lives in one tool. 

Client contact information

Additionally, we also track all of our project management in Jira (seriously, we use it for just about everything). When we start a new project, we track it in Jira, but all of our client contact information is stored in the Salesforce. To solve the problem of syncing information in different tools, once we create an Epic for a client, Workato automatically pulls the contact information from Salesforce based on the customer selected. This way the project resources have access to everything that they need to hit the ground running, and we don't have to manually update information in multiple tools.

These are just a few examples of how we use Workato. Truly, the possibilities are endless. In a world where your daily work involves multiple tools, Workato makes the entire process move more smoothly so that your team can focus more on their actual work and spend less time working within the tools used to get it done. 

Want to learn more about this versatile, does-it-all tool? Check out Praecipio Consulting's solution in Workato's Automation Portal, or watch this Webinar that shows exactly why we love Workato.

Written by Morgan Folsom

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