SalesForce Workflow Re-Imagined
Add sophisticated process automation to supercharge your SalesForce workflow
Integrify SalesForce Workflow Integration: World-Class Workflow and State-of-the-Art CRM Meet
Integrify customers can integrate Integrify workflows with SalesForce, adding powerful process automation tools and workflow rules to SalesForce’s robust CRM.
Integration examples:
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Kick off an Integrify process when an opportunity is created.
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Send dynamic notifications to SalesForce users based on workflow status.
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Update SalesForce objects with information captured in processes.
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Design processes to push information to SalesForce as a step in the workflow.
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Set workflow rule criteria.
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Send alerts, reminders, and escalations with a custom email template designer.
SalesForce Workflow Use Case Example
A large security infrastructure client of ours needed to automatically assign a team to respond to sales opportunities. This meant gathering staff from the implicated tech teams, sharing materials related to the opportunity, supporting communications among team members, and then passing information to an approval matrix based on dollar amount, territory, technologies, etc.
Integrify worked with the team and an outside consultant to design a solution that leveraged Integrify’s API to:
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Automatically launch an Integrify workflow action when a new SalesForce Opportunity was created.
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Send time trigger or action trigger alerts to SalesForce and non-SalesForce users as workflow tasks were completed.
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Perform a field update of SalesForce records related to the Opportunity with real-time status data.
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Use evaluation criteria to determine the path of any request.
Integrify's Platform
Process Builder
Integrify provides workflow software for you to design workflow processes and build user request forms. You don’t need to know any code to get the job done. Integrify is designed to be easily used by anyone who wants to streamline their processes and increase productivity. Use multiple types of actions within any workflow. Read More
Form Designer
Easily create Web-based forms using drag and drop to capture information and feed user data into your workflows. Read More
Custom Self-Service Service Portal
Integrify provides a unified front-end experience for your most valuable asset— your employee. Integrify provides a custom self-service portal for request management including submitting and real-time tracking of requests. See which tasks are completed, pending, or in progress. Read More
Process Reporting
Integrify tracks and maintains an audit trail of all your workflow processes, form data, and user actions. Your data and metrics are stored in a relational database (SQL Server or Oracle). Reports and information can be displayed in real-time and scheduled for distribution when users need them. Use visual reports to paint a complete picture. Read More
Process Integration
Integrify's open architecture provides opportunities for our customers and partners to create their own workflow applications with process integration into existing enterprise systems. Our standalone web service allows other applications to initiate a workflow, complete a list of tasks, update process statuses, and conduct other bi-directional activities. As an administrator, you can even define a task within a process that starts a new process. Read More
Turbocharge SalesForce with powerful, intelligent workflow from Integrify and take control of your sales and service processes.
What Is Integrify?
Interested in Automating Your Workflow?
We have a variety of resources to help you on your journey to an automated workflow.
Automate Any Business Process
To see how quickly you can begin automating your business processes, request a demonstration or trial of Integrify.
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