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A true powerhouse tool to complement our Marketo environment
What do you like best about the product?
I can use Workato to retrieve data from, and write back to , objects that are not available through the native Marketo-Salesforce sync. This eliminates the need to stage data on the Contact record to make it consumable by Marketo, and reduces reliance on IT support. Also the tool is very handy for some data normalization activities, and handling API connections to other software tools.
What do you dislike about the product?
I'm a big fan, so there isn't much to complain about. My one minor issue is that I wish it were easier to share recipes within an organization without needing to upgrade to an Enterprise account. Otherwise, the tool is a no-brainer.
What problems is the product solving and how is that benefiting you?
As above, complements our Marketo/Salesforce sync and reduces reliance on IT.
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Workato - Building Integrations
What do you like best about the product?
The service.
Besides being a great tool that makes integrations easy, the Workato Staff (Especially Ryan from Workato) is eager to assist and responds quickly to our questions/needs.
They are quick to implement fixes and upgrades and makes it easy for us to use the tool.
Besides being a great tool that makes integrations easy, the Workato Staff (Especially Ryan from Workato) is eager to assist and responds quickly to our questions/needs.
They are quick to implement fixes and upgrades and makes it easy for us to use the tool.
What do you dislike about the product?
There are some restrictions to using the tool and at times you would need to use Ruby to get exactly what you need. However the tool is constantly growing and making it easier for users to adapt without coding.
We had some issues handling large loads but the Workato team came up with solutions to make it work.
We had some issues handling large loads but the Workato team came up with solutions to make it work.
What problems is the product solving and how is that benefiting you?
We are using Workato as a tool to build integrations. The greatest benefit is that you don't need to be a technical/developer to build solutions. Any analyst can do it.
Easy to use and powerful
What do you like best about the product?
The fact it can talk to Salesforce without having to buy the extra expensive Salesforce API. This was a huge benefit, because adding the API to a Salesforce license can provide extremely costly if you have a LOT of users.
What do you dislike about the product?
Documentation isn't the best. This made it difficult to work out some issues I had with recipes myself. Support were a little bit slow at replying, but we got there in the end.
What problems is the product solving and how is that benefiting you?
Synchronising systems, to keep them all up to date without manual intervention.
Recommendations to others considering the product:
Take your time setting up a recipe. It can be a bit tricky to get working at first. Support are very helpful, so reach out if need be.
Great for organizations!
What do you like best about the product?
I like the flexibility of the platform - without necessarily being a developer. I'm a pretty serious data person - but not a developer or coder. This system provides me with a way to connect disparate systems, make transformations and automate processes that otherwise would be ugly and/or manual.
What do you dislike about the product?
The costs. Your pricing model changed - and it makes sense for larger organizations with big infrastructure headaches, but for my large number of small nonprofits - who have small #s of staff and need the workflow automation - it is getting to be (if not already) prohibitive in cost. Yes, even with your nonprofit discount.
What problems is the product solving and how is that benefiting you?
Connecting multiple systems to automate workflow and data transfer to (and in some cases from) Salesforce NPSP to make it easier for 501c3's to accomplish their work and still have a central source (one source) of the truth for their donors, volunteers, advocates, etc.
Recommendations to others considering the product:
Take your time - figure out your logic and go through the training before sitting down to actually do the recipe.
Helpful Integrations
What do you like best about the product?
Workato is very user friendly and connects with many apps.
What do you dislike about the product?
Troubleshooting can be a little complicated.
What problems is the product solving and how is that benefiting you?
Our organization has been able to automate several business processes using Workato.
Good integration with Salesforce
What do you like best about the product?
We liked that we had control over how we wanted to integrate Eventbrite and Salesforce. We could customize it to our liking without being forced into a prearranged configuration.
What do you dislike about the product?
Even though it does have a lot of customization, there are some little features that are missing. For instance, you can't choose to update just ANY field in Salesforce, there are pre-picked ones that you must choose from.
What problems is the product solving and how is that benefiting you?
We needed a way to have our Eventbrite events replicate to Salesforce as Campaign's. Workato does this perfectly and as a result we have saved time and money while also gaining insight into what types of people attend our events and how they relate to our organization.
Best Integration App Available
What do you like best about the product?
I like the easy of use, flexibility, and the wide selection of apps.
What do you dislike about the product?
Wish there was a better way to track errors
What problems is the product solving and how is that benefiting you?
We are able to integrate apps that otherwise would take a significant amount of code. It allows non-developer users to perform complex integrations through clicks.
Recommendations to others considering the product:
It's the best integration app on the market. You won't find another one with as much functionality and the number of available apps.
Endless possibilities for automation, and connect otherwise incompatible applications with ease.
What do you like best about the product?
I love how easy it is to get up and running with Workato. Their quick start service has been wonderful to work with.
What do you dislike about the product?
While Workato is more of a front end app interface than many of its competitors, some things aren’t as intuitive as you might expect. That’s not to say it’s not easy to use- there’s just a bit of a learning curve.
What problems is the product solving and how is that benefiting you?
As a nonprofit organization, we have to keep our overhead costs as low as possible. The automation we’re able to do with Workato has saved the organization from having to hire more staff, which allows us to keep that overhead lower. The cost is easily justified when you consider the cost of hiring people to do the same work.
Recommendations to others considering the product:
This software is much more user friendly than the competitors we considered, but it’s just as robust.
integration to QB - super easy!
What do you like best about the product?
user interface - extremely easy - even for non IT guy like me.
What do you dislike about the product?
very hard to find 3rd party vendors in Israel
What problems is the product solving and how is that benefiting you?
integration from SF to QB. super easy and saves a lot of time to our finance department.
Steep learning curve but customer success team and free expert hours make it happen.
What do you like best about the product?
The customer success team is very quick to respond and willing to walk you through anything via chat. If chat is not enough then they invite you on to the daily 1-hour screen share session known as the expert hour. Screens are shared and they walk you through setting up or troubleshooting the needed recipes or they can drive for you while explaining the process.
What do you dislike about the product?
Not a good idea to rely on the templates too much. Every business is different and most of the templates are specific to those businesses. We have found that it is generally better to start from scratch so not that much is saved as anticipated.
What problems is the product solving and how is that benefiting you?
Less data entry. Systems across all areas of the business communicating with each other.
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