New Integration Platform

We’re excited to inform you about an important upgrade to our New Integration Platform.  We’ve listened to our customers and we’re upgrading to a New Integration Platform to enhance the accuracy, flexibility, and overall performance of our integration capabilities.

What This Upgrade Means for You Going Forward

• Enterprise-Level Integration: The new platform will offer robust, enterprise-grade data synchronization, ensuring your data is more accurate and up-to-date across all systems.

• Integration Templates: We've included pre-configured integration templates to make the setup process easier and faster, allowing you to quickly leverage the new integration capabilities.

• Improved Notifications & Logging: Stay informed with enhanced notifications and detailed logging, providing you with greater visibility into your data integration processes.

• Future Access To More Integrations: The new Integration Platform will provide future access to more integrations. https://www.workato.com/integration.

The New Integration Platform will be rolled out to our customers in 3 phases:

Phase 1 - CRM Integration Migration and Support

For Phase 1, only CRM integrations with Salesforce, HubSpot, Zoho, or Pipedrive will be included and supported by the ClientSuccess Team until we get our customer base migrated to the New Integration Platform.  During this time 

Phase 2 - Customer Access and Usage of the Integration Platform

Customers have access to the Integration Platform today, and those who have expertise in setting up and configuring Workato integrations and automation workflows are welcome to use it.  However, we would ask that customers DO NOT make any changes to the CRM integrations without consulting with our Support team while we are in the transition of moving our customer base over in Phase I.

Phase 3 - Access To Additional Integrations

Our new Integration Platform will allow us to enhance and expand the number of integrations we offer our customers. In the long term, we’ll roll out a variety of new integrations based on customer demand and enhance other legacy integrations beyond those being delivered in Phase 1.  We have already begun leveraging the new Integration Platform internally to create POC’s for future integrations and look forward to delivering new innovative integrations and solutions to our customers in the new year.

Documentation & Training
Documentation for the ClientSuccess implementation of the new Integration Platform will be available in the coming weeks.  However, there are training materials provided by our vendor partner to help you get started on how the system works and what functionality will be available in future phases of the Integration Platform implementation.

Integration Platform Documentation & Resources

• Workato Success Center

• Workato Youtube Channel

Connecting To Your CRM

To connect the integration, you will need to authenticate your CRM that's currently syncing with ClientSuccess, found in Global Settings > Integrations (New), via the new Integration Platform. This process should take less than five minutes and requires a CRM user with administrator access. If needed, feel free to forward this information to your CRM administrator.

Please watch this short video on how to authenticate your CRM to the new integration.

For detailed instructions tailored to your specific CRM, click the links below.

Salesforce
HubSpot
Zoho
Pipedrive

If you have any questions, please refer to the FAQ or email 

We’re committed to making this transition as smooth as possible. Our team is available to assist you during this upgrade to ensure minimal disruption to your operations. Please don't hesitate to reach out to our Support Team with any questions or schedule time for a detailed review.

Thank you for your continued partnership. We look forward to delivering these enhanced capabilities to you.