{"id":1201,"date":"2018-07-18T12:13:39","date_gmt":"2018-07-18T16:13:39","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/workato-salesforce-automation\/"},"modified":"2026-09-29T06:43:17","modified_gmt":"2026-09-29T10:43:17","slug":"workato-salesforce-automation","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/workato-salesforce-automation\/","title":{"rendered":"Sales Reps Close Deals. Sales Automation Can Revolutionize What Comes Next."},"content":{"rendered":"\nThe most important part of any sale isn’t the close; it’s what happens next. A customer\u2019s satisfaction\u2014and therefore their willingness to renew or upsell\u2014depends on those first few minutes or days after they\u2019ve agreed to give you their business. In fact, according to a Gartner report, customers who have positive experiences are twice as likely to stay loyal than those who had poor experiences.\n\nCreating a great first impression can be tricky, however, because sales must gather important documentation like contracts\u2014a process known as booking<\/i>. Often, sales reps have to send and track this paperwork manually, which can slow everything down. Additionally, sales reps also have to coordinate with other teams like finance and customer success (CS), who will primarily responsible for the customer relationship going forward. This transition is often referred to as the handoff <\/i>(or kickoff).\n\nDuring both of these stages, there\u2019s a lot of information and documentation (such as contracts, purchase details, and special requests) that must be communicated effectively and accurately. Frequently, most of this information exists only in a CRM like Salesforce<\/a>, which other teams can\u2019t easily access.\n\nTo make it more accessible, the sales team often has to manually enter this information into other apps. But manually entering data increases the likelihood of mistakes or miscommunication, and it definitely adds a lot of administrative work to the sales rep\u2019s plate.\n\nAutomation and integration can help transform the initial customer experience and enable you to make an excellent first impression with any new customer. From streamlining the process of sending contracts to expediting and tracking payments, automation can eliminate manual work and provide you with increased visibility every step of the way. Here are a few ways that you can use Workato<\/a> to make both booking and the handoff from sales to service more enjoyable for everyone!\n\nRelated:\u00a0How a deal desk can improve the way sales works with support, finance, and other functions<\/a>.<\/em>\n

Using Workato and Salesforce to simplify booking<\/h2>\n

Automate contract deployment and storage for faster handoffs and smoother sales ops<\/h3>\nBefore you can officially transition a new customer from sales to CS, you have to make sure that you\u2019ve gathered all of the necessary documentation, including contracts. Contracts are many sales reps\u2019 least favorite part of the sales cycle, but you can make them less frustrating and faster with an automated contract deployment workflow.\n\nThe workflow kicks off when an opportunity is marked as \u201cClosed Won\u201d in Salesforce. Workato will then instruct your eSignature app, like DocuSign<\/a>, to send the right contract to the customer.\n\nBut the sales ops automation doesn\u2019t stop there! When the customer submits the signed contract, Workato can attach it to the correct Salesforce account and notify you via Slack. And if you want to store a backup of the signed contract, Workato can also create a new Box<\/a> folder and automatically upload the documentation. (In fact, Box uses a version of this workflow<\/a> to send and receive contracts from partner organizations!)\n\nWith this automation, it\u2019s much easier to send contracts and store signed paperwork correctly. You\u2019ll also know the instant a customer sends back signed documentation, so you can start the handoff process sooner!\n

Automate order-to-cash for quicker payments and more revenue<\/h3>\nOn the back end, closing a deal is just the beginning of the revenue cycle. Moving forward, you need to make sure that the customer is billed correctly, that invoices are properly logged and signed if necessary, and that your internal finance team has accurate information.\n\nInvoicing can be a real challenge\u00a0because it requires coordination between Salesforce\u2014which houses information about the sale\u2014and your finance app. Automation can help bridge the gap between the two programs. For example, you can create a workflow that begins whenever an opportunity is marked \u201cClosed Won\u201d in Salesforce.\n\nFrom there, Workato can automatically create an invoice in NetSuite<\/a>. (If the customer doesn\u2019t yet exist in NetSuite, Workato can create that, too.) Then Workato can update the opportunity in your CRM with the invoice number, so that you can see the customer has been billed. You can even set up Slack<\/a> notifications for invoices, so you can see when they\u2019ve been sent or paid!\n\nIf your business offers an e-payment option (through a platform such as Stripe<\/a> or Zuora<\/a>), you also want to make sure those transactions are captured and reported correctly in other apps like NetSuite and your CRM. Automation can help here, too, by automatically creating payments in your accounting app whenever a customer pays online.\n\nRelated: 5 ways that a chatbot can drive sales<\/a>\u00a0<\/span><\/em>\n

Creating painless handoffs with Workato, Salesforce, and Jira<\/h2>\n

Give the customer success team all the information they need<\/h3>\nA key part of closing a deal is making sure that the customer success (CS) team has all the information they need to start working with the new customer. This is especially important if your company uses account-based customer service, where CS agents are assigned to specific customers and work with them throughout the customer lifecycle.\n\nFor most businesses, this transition means that essential information (such as which apps the customer uses) must flow from Salesforce over to a project management app like Jira<\/a>. But moving this information can be tedious and time-consuming, and doing it manually also makes mistakes more likely.\n\nTo make this handoff easier and reduce manual work, you can use several automations to streamline the process. The workflow starts when a sales rep fills out some fields in their Salesforce opportunity records to create a project for their customer. They enter custom details\u2014like which plan the customer is on and how many hours of each service should be provided. They also fill out an \u201cestimated hours\u201d field, which allows tracking of a CS agent\u2019s workload.\n\nThen the automation magic begins: the rep simply has to tick a \u201cCreate Jira Project\u201d checkbox inside of Salesforce, and Workato will move all the relevant information into Jira. The entire process happens instantaneously!\n\nAfter the customer\u2019s details are in Jira, a CS rep still needs to be assigned to the account. Workato can also automate this process, assigning new projects to CS reps based on their workloads. Then Workato can send the CS agent a Slack message saying, \u201cYou\u2019ve been assigned to an account\u201d with critical information on the account and a link to the Jira issue.\n\nThis automated workflow enables you to seamlessly transition a customer from the sales team to CS\u2014without any phone calls, emails, or duplicate data entry.\n

Using Workato with Salesforce can make booking and handoffs more enjoyable\u2014for everyone<\/h2>\nThe sales to service handoff doesn\u2019t have to be complicated or unpleasant. It can be simple, straightforward, and quick\u2014if you use the right tools. Automating your sales ops is key to making sure that everyone involved in the customer relationship is kept up-to-date and prepared with accurate information. The less back-end work you do during the handoff process, the more seamless the customer\u2019s experience will be!\n\nAutomation can streamline more than just the handoff process. <\/i>See how it can revolutionize your sales ops from end-to-end ><\/i><\/a>\n","protected":false},"excerpt":{"rendered":"

The most important part of any sale isn’t the close; it’s what happens next. A customer\u2019s satisfaction\u2014and therefore their willingness to renew or upsell\u2014depends on those first few minutes or days after they\u2019ve agreed to give you their business. In fact, according to a Gartner report, customers who have positive experiences are twice as likely […]<\/p>\n","protected":false},"author":15,"featured_media":11898,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[31],"tags":[],"class_list":["post-1201","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-automation-integration"],"acf":[],"yoast_head":"\nSalesforce Automation: Streamlining the Handoff from Sales to Service<\/title>\n<meta name=\"description\" content=\"Automation can transform the initial customer experience. Here are a few ways that Salesforce automation can make booking and handoff more enjoyable!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog2workato.wpengine.com\/workato-salesforce-automation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Salesforce Automation: Streamlining the Handoff from Sales to Service\" \/>\n<meta property=\"og:description\" content=\"Automation can transform the initial customer experience. Here are a few ways that Salesforce automation can make booking and handoff more enjoyable!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog2workato.wpengine.com\/workato-salesforce-automation\/\" \/>\n<meta property=\"og:site_name\" content=\"Workato\" \/>\n<meta property=\"article:published_time\" content=\"2018-07-18T16:13:39+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-29T10:43:17+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/workato.com\/the-connector\/wp-content\/uploads\/2026\/09\/jeshoots-com-219386-unsplash1-e1531915886948.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"800\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Hannah Herman\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Hannah Herman\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/workato-salesforce-automation\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/workato-salesforce-automation\\\/\"},\"author\":{\"name\":\"Hannah Herman\",\"@id\":\"https:\\\/\\\/www.workato.com\\\/the-connector\\\/#\\\/schema\\\/person\\\/6b6ed6cb2cfe755e42bc6cad1071ab81\"},\"headline\":\"Sales Reps Close Deals. 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