Ratings
4.9
Peer Insights™
100%
Customer Recommendation
Total
100+
active users
Avg
2 min
to connect
Custom connections
Available
via HTTP connector
Why you should automate with Anaplan
Plan better with cleaner data
Why these integrations and automations matter:
Ensure that those making decisions have access to accurate sales and financial data by integrating Anaplan with your CRM and ERP. Then, add approvals in a communication platform like Slack to verify key data points and prevent incorrect data from corrupting your models.Sync sales data
Sync sales data, like orders and accounts, across platforms by integrating Anaplan with a CRM like Salesforce or Microsoft Dynamics. Delete duplicate entries and standardize regional fields, like the date field, with custom integration logic.Sync financial accounts
Add approvals
Keep bad data from corrupting your models. Instead, make it easy to verify key information using Workbot, Workato’s platform bot for Slack, Microsoft Teams, and Workplace from Facebook. Workbot lets managers manually approve important data points, like a new order or payment, before they’re factored into your models in Anaplan.
Streamline your Anaplan integrations
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Actions
Do this…
Anaplan
- Custom actionCustom action in Anaplan (Custom)
- Download dump fileDownload dump file from Anaplan
- Download fileDownload file from Anaplan
- Run deletion BatchRun deletion in Anaplan
- Run data export BatchRun data export in Anaplan
- Run data import BatchRun data import in Anaplan
- Run process BatchRun process in Anaplan
- Upload fileUpload file to Anaplan
Any other action you can think up
One platform
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Streamline your Anaplan integrations
Related Solutions & Content
About Anaplan Integrations
Anaplan is a business planning software that applies hyperscale computing to your operational insights, forecasts, and business strategies. It makes it possible for your business to extract insights from its data, plan effectively and realistically, and succeed at any scale of complexity.
How you can integrate Anaplan
- Build business user–owned models to plan, budget, and forecast effectively
- Monitor performance, drive growth, and pivot quickly with granular insights
- Stay balanced in shifting markets with Anaplan’s flexible modeling engine
