Workato + Salesloft: Convert Buyer Signals into Predictable Revenue
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Enterprises that embrace the complexity of the modern marketplace know that there's no one-size-fits-all solution to operationalizing their go-to-market (GTM) processes — from attracting and converting leads to managing best practices throughout the sales process. While revenue operations leaders work hard to perfect these processes, siloed systems, scattered data, and missed opportunities often keep frontline sellers from activating timely, relevant buyer signals.
According to a recent Semarchy report, 98% of organizations have experienced data quality issues that are affecting AI adoption, with respondents stating that data concerns are leading to “decreased trust in AI outputs, project delays, and increased costs.”
Every business has data, but this data is only as valuable as the story hiding within it. With information spread out across multiple systems, disconnected workflows, no real intelligence to make sense of available signals, businesses waste an important opportunity to create value for their teams. Which is why having the right data orchestration solution is essential.
That’s where Workato + Salesloft come in.
Together, Workato and Salesloft help you find and activate those critical buyer signals hidden in your data. Imagine your sellers always knowing the perfect moment a prospect is ready to talk, when a customer is primed for growth, or when a key relationship needs a bit of nurturing.
With powerful automation, integration, and AI capabilities, turn fragmented data into sales-ready insight, so engaging the right buyers, at the right time, with the right message feels effortless.
What is data orchestration?
Data Orchestration is the automated management and coordination of data workflows across various systems and platforms. It plays a crucial role in ensuring efficient data processing, integration, and transformation, particularly in complex environments involving multiple data sources and destinations.
Activate the right signals, at the right time
Workato connects siloed systems through intelligent workflows to create a clearer picture of your data, extract meaningful buyer intent, and surface it directly in the Salesloft platform. Through Workato’s low-code/no-code automation, revenue operations teams can connect any data source directly to Salesloft via Workato to quickly create and customize advanced workflows — no complex implementation required.
Here’s how: A custom signal defined in Workato will trigger an AI-powered workflow in Salesloft. AI agents will instantaneously and automatically research the account, identify potential leads, and draft personalized, compelling emails. After this crucial groundwork is laid, sellers will receive a notification that it’s time to activate a signal-driven Salesloft play. This sets sellers up for seamless engagement with the customers.
Scale signal-based selling
Salesloft’s custom fields integrate directly with Workato to make signal-based selling scalable. From upsell triggers to churn risk indicators, your team can define, activate, and refine custom signals that drive engagement. Sellers stay in flow, informed, and focused on closing deals with the right message at the right moment.
By eliminating context switching between applications and enabling instant action where sales teams already work, Salesloft and Workato reduce friction in the sales process and unlock the full value of your data.
Ready to see it in action?
Automation and AI work together to power seamless, seller-friendly workflows.
Step 1: Unlock data sources via data orchestration
- Fully customize signals with advanced workflow automation in Workato.
- Sync to Salesloft account, person*, or opportunity fields.
Step 2: Unlock workflow creation with custom signals for plays
- Create a play using an account, person*, or opportunity updates as the signal.
- Use criteria to select the field updated by your Workato recipe. Fine tune the signal with any other important criteria using and/or logic.
Step 3: Activate seller action
- Choose an action for your play. Here are the most popular options:
Add to cadence: Prompts the rep to select contacts for ongoing nurture. With Salesloft account agents, the rep can also review AI-generated account research and select from AI-recommended buyers for the cadence.
- AI dynamic email: Prompts the rep to immediately email their contact,using an AI generated email that captures relevant buyer signals, activity history, conversations, and account details for a compelling first draft
- Complete the play configuration, and click Save!
*Plays with “person updated” signals coming this summer!
With Workato + Salesloft, revenue teams can:
- Leverage automation and AI to create effortless workflows.
- Build, test, and manage flows without costly IT and developer resources.
- Turn signals into action with smart agents handling the prep work for your reps.
Maybe your company’s “secret sauce” has more ingredients than the average marinara. Or the size of your enterprise inherently introduces complexity. When out-of-the-box solutions can’t address your bespoke business challenges, Workato + Salesloft will empower your sellers to move faster, engage smarter, and win more by connecting all of your data to turn signals into your strategic advantage.
Ready to get started? Visit the Salesloft Partner Marketplace to learn more and enable the integration today.