Consult and update Salesforce via Slack
Do you want your employees to be able to access and update information available in your Salesforce CRM but you don't need them to have full access and users are too expensive? With Workbot you can create a Slack channel where you offer a menu of commands, such as:
- TICKETS: you will be able to ask Workbot which support tickets are open in the CRM for a contact or an account and, if you wish, they will be able to modify or add information to the ticket.
- OPPORTUNITIES: you can check the opportunities that a contact or account has, the status, or any information you wish.
- SEARCH: your employees will be able to search for contacts, leads or accounts and perform the actions you want to allow them to perform..
Self-Service Webinar Creation
Your company organizes many webinars and the Marketing team can't keep up with the necessary speed. Yet you can't afford to hire more Recording . You need your internal clients to be able to do 80% of the work needed to create a complete webinar campaign without accessing Hubspot. With Workato the solution is easy:
- Create a form in Google Forms where you will ask for all the necessary information to create the webinar (title, description, agenda, date, speakers, etc.).
- When you complete the form Workato will consolidate all the information and send you an email for you to authorize the creation.
- If the information is complete, you can click the accept button in the email and Workato will connect to Hubspot to create all the necessary assets and workflows. It will also connect to Zoom to create the webinar. You just need to check in Hubspot and Zoom that everything is created correctly and launch the campaign.
- If the information is incomplete, you can click on the reject button and you will indicate to the requester what information is needed to resubmit the request successfully.
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