Anaplan integrations and automations
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 dataSync 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 approvalsKeep 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.
Do everything in one place
Customize your Anaplan integration with the following triggers and actions.
- Custom actionCustom action in Anaplan (Custom)
- Download dump fileDownload dump file from Anaplan
- Download fileDownload file from Anaplan
- Run deletionRun deletion in Anaplan
- Run data exportRun data export in Anaplan
- Run data importRun data import in Anaplan
- Run processRun process in Anaplan
- Upload fileUpload file to Anaplan
Any other action you can think up
Let us tailor your Anaplan integrations
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work
Market leaders run on Workato
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