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How Workato is Using Integration & Automation in Its Marketing

by Ant Sh
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How Workato is Using Integration & Automation in Its Marketing

What allows organizations to outperform their peers isn’t so much the tools they buy because anyone can buy from the same vendors. Most likely, it’s how their tools work together.

Using integration and automation technology, you can combine your business applications, mobile apps, IoT-enabled devices, and services provided by business partners in creative and unique ways, leading you to transform your operations and gain a competitive advantage for years to come.

Workato has taken this to heart by transforming the company’s lead nurturing workflow. Here’s an example of how it works:

  1. Once a prospect looks at either a competitor’s page or one of Workato’s in G2 (a 3rd-party software review site), the automation gets triggered.
  2. Rev Bot, a customized Workbot, gathers information on the lead from the company’s CRM and marketing automation platform, and it enriches the lead with additional data via a tool like ZoomInfo.
  3. Rev Bot then shares the lead with the assigned sales rep in Workato’s business communications platform, where the rep can add the lead to a specific sequence in Outreach, launch Google Ads to their account, and send them a gift via Sendoso—all with the click of a button.

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