4.9

Salesforce CPQ integrations and automations

Why you should automate with Salesforce CPQ

Quote to cash
  • Quote to cash
  • Revenue management
  • Order to cash
  • Human capital management

  • Why these integrations and automations matter:

    Salesforce CPQ is a unified system that helps you move customers from quote to cash quickly. Integrate Salesforce CPQ with your other apps to accelerate quotes, approvals, and invoices.

  • Accelerate quotes

    Use Salesforce CPQ’s guided selling, pricing engine, and solution configurator to pitch to and negotiate with customers. Then, quickly process the quote by integrating Salesforce CPQ with an ERP like NetSuite or SAP ERP.

  • Get approvals

    Don’t let a deal get tied up in the approval stage. Integrate Salesforce CPQ with Workbot for Slack or Microsoft Teams to automatically request approvals from managers and send periodic reminders until the request is approved or denied.

  • Generate invoices

    Integrate Salesforce CPQ with an accounting platform like Sage Intacct or Quickbooks Online to automatically create invoices for your closed deals.

Do everything in one place

Customize your Salesforce CPQ integration with the following triggers and actions.

Triggers

When this happens…

Salesforce CPQ
  • Object created
    Object created in Salesforce CPQ
  • Daily object review
    Daily Object review in Salesforce CPQ
  • Object created/updated
    Object created/updated in Salesforce CPQ

    • Any other trigger you can think up

Actions

Do this…

Salesforce CPQ
  • Custom action
    Custom action in Salesforce CPQ (Custom)
  • Create object
    Create object in Salesforce CPQ
  • Get related objects
    Get related object list in Salesforce CPQ
  • Search objects
    Search for objects in Salesforce CPQ
  • Update object
    Update object in Salesforce CPQ

    • Any other action you can think up

Let us tailor your Salesforce CPQ 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

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  • adobe
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Related Solutions & Content

About Salesforce CPQ Integrations

Salesforce CPQ helps your sales team close complex deals faster, while giving your customers a better buying experience. It provides a single source of truth for your revenue data by helping you manage customers and partners through the configure, price, and quote process.

How you can integrate Salesforce CPQ

  • Control parameters and pricing for complex product packages
  • Solidify your customer base through increased visibility of sales data
  • Automate downstream financial operations to save time and reduce errors
  • Speed Q2C by providing sales with intelligent customer insights
  • Blog Article

    3 automations that can help optimize your quote-to-cash process

    Workato’s Response to COVID-19: Why Digital Tools Are Important
  • Blog Article

    3 Quote-to-Cash Apps that Can Fuel Your Sales Reps’ Success

    Workato’s Response to COVID-19: Why Digital Tools Are Important
  • Blog Article

    How Finance Automation Has Evolved and 4 Steps for Implementing It

    Workato’s Response to COVID-19: Why Digital Tools Are Important
  • Solution

    Sales Automations.

    Sales Automations.

Let’s start automating

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