Drag-And-Drop App Integrations With Workato

Published: January 14, 2015

Workato is an integration tool that is designed to help B2B marketing and sales teams have multiple apps work together based on trigger events.


Workato is positioned to help marketers and sales team personally integrate applications with a simple drag-and-drop interface. This is done by creating “recipes” that cause certain actions to take place when a trigger event happens.

For example, users can setup a recipe that automatically sends a customer satisfaction survey through SurveyMonkey once an open deal in Salesforce is closed. Recipes such as this intend to automate tasks within a user’s daily routine to enhance consistency and boost overall productivity.


The platform supports more than 50 applications, including:

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  • Salesforce;
  • Oracle Fusion;
  • SurveyMonkey;
  • LinkedIn;
  • Evernote;
  • Gmail; and
  • QuickBooks.



The tool is available for free via the company website. Additional features can be purchased starting at $99 a month.

Competitive Positioning

Workato is able to create multi-step, multi-app integrations to meet every B2B marketer or sales rep’s needs. The drag-and-drop interface is also web based, and requires no It or coding on the user’s end.

While users can create their own recipes, users can also tap into the Workato community and take advantage of hundreds of previously prepared recipes — some that can further simplify the way users have been working on a daily basis.

Contact Information

1601 S De Anza Blvd.
Cupertino, CA 95014

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Campaign Optimization Series
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