Marketing Automation Edition

Elevate marketing outreach across every stage

Package details

Starter workflows

Campaign Management

Streamline campaign launches and performance tracking

Get live visibility into all marketing activities on a single platform with automated reporting, performance tracking, event management, and campaign launch coordination.

Chat

Events

Marketing

Project Management

Demand Generation

Automate lead syncing

Avoid duplicate work and fragmented leads. Automatically populate your opportunity data by syncing leads from all sources and carry out lead scoring to streamline lead outreach and qualification.

Channels

Marketing

Sales

Cross-selling & Upselling

Get automated insights for upsell/cross-sell based on user behavior

Capture in-product data from multiple sources and automatically analyze these interactions. Workato will deliver packaged insights and segmented user behavior to automate targeted user data driven upsells.

Analytics

Chat

Marketing

Analytics

Capture multi-touch revenue attribution

Track every touchpoint in the marketing funnel from ads to events to signups. Automate the ROI of campaigns for multi-touch attribution.

Channels

Marketing

Sales

Custom solution

Don’t see what you’re looking for?

  • ?
<90
seconds

Go live implemention

Vision to production in weeks

  • 1

    Discovery Workshop
    (1-2 hrs)

    Discuss best practices from market leaders

    Outcome: Prioritized Automation Plan

  • 2

    Collaborative building session (1-4hrs)

    Outcome: Working Automation

  • 3

    Pre-roll out testing & business unit training

  • 4

    Go live!

Package includes

  • Connectors for Marketing related systems
  • Starter Marketing workflows & 10,000+ community automations
  • Implementation workshops
  • AL/ML Workbot
  • Forum, email, chat and phone support (concierge service available)
Starting at $1499/month

billed annually