Workato Completes Workday Certified Integration for Salesforce CRM and CPQ

Achievement expands the existing relationship between Workato and Workday and further helps joint customers accelerate their integrations

PALO ALTO, Calif.--(BUSINESS WIRE)--Workato®, the leader in agentic orchestration, has received Workday Certified Integration badges for its Salesforce CRM and CPQ accelerators. The packaged solutions, which offer pre-built workflows and documentation, help customers go-live faster with easier customization and lower total cost of ownership. Specifically, the CPQ accelerator addresses eight core Opportunity-to-Cash use cases (New Orders, Renewals, Cancellations, Add-ons, Co-terminations, Upgrades, Swaps, and Downgrades) while the CRM accelerator is focused on bilateral interoperability between Workday PSA and/or ServicesCPQ and Salesforce. Achieving Workday Certified Integration status for the Salesforce CPQ and CRM accelerators is a huge achievement for Workato and Workday’s technical teams.

“The CRM/CPQ integration with ERP systems can be notoriously difficult because every company deploys systems, configures workflows, and captures data differently," explains Tim Wakeford, Vice President of Product Strategy at Workday. "To realize the potential of a full 'Opportunity to Cash' transformation, our customers want a pre-packaged Salesforce integration that is easily extensible and that meets the needs of their ever-evolving businesses. We are delighted to partner with Workato to provide a world-class iPaaS solution that not only simplifies but optimizes SFDC integration, further helping us continue to transform the Office of Finance."

Key points about this integration include:

• Accelerated integration: By leveraging Workato's pre-built workflows, you can simplify and speed up integrations and custom configurations.
• Streamlined Sales Process: By integrating Workday with Salesforce CRM and CPQ, sales teams can quickly access relevant information, like contract terms, in their Workday opportunity.
• Data Consistency: The certified integration promotes data integrity by automatically syncing relevant information between Workday and Salesforce, reducing discrepancies and potential errors.
• Reduced Administrative Burden: Automating data transfer between systems frees up time for sales teams to focus on selling rather than managing data entry tasks.

“At Workato, we are constantly exploring bold and innovative ways to strengthen our long-term partnerships, pushing the boundaries of what is possible in delivering transformative solutions. Workato’s partnership with Workday signifies our commitment to delivering best-in-class orchestration and agentic solutions to a growing community,” said Chandar Pattabhiram, Chief Go-to-Market Officer at Workato. “Together with Workday, we are committed to helping enterprises accelerate their digital and AI transformation journeys with ease and confidence."

Workato enables enterprises to transform their business operations by orchestrating business processes end-to-end and operationalizing AI across the entire organization. Designed with best-in-class security and governance, scalability, performance, and availability, Workato’s low-code, no-code platform makes it easy for IT and business teams to orchestrate their applications, data, and experiences.

More information on Workato’s integration can be found on the Workday Marketplace, which provides easy access to solutions built by Workday and its software and content partners.

About Workato

Workato transforms technology complexity into business opportunity. As the leading agentic orchestration company, Workato empowers enterprises to connect and unify data, processes, applications, and experiences. Its AI-driven platform enables teams to navigate complex workflows in real-time, driving efficiency and agility. Trusted by more than 12,000 global customers, Workato empowers organizations of every size to unlock new value and lead in today’s fast-changing world. Learn how Workato helps businesses of all sizes achieve more at workato.com.

Source: Workato