Customer Success & Automation

In our Customer Success Hub, you can sift through our comprehensive Survive Today, Thrive Tomorrow white paper, watch an informative interview that we did with Stephanie LeBlanc, and explore our customizable Customer Success Wrkflows to your heart’s content.

If you want to delve deeper into what Wrk can do for your HR team, then why not book a meeting with one of our Automation Specialists?

Add Task in Asana
Create a new task in a project in Asana
Add Product to Google Business Listing Store
Add a new product into a Google Business Listing store
Add Row in Google Sheets
Add a row to an existing tab in Google Sheets
Add Text to a Google Slide
Add, replace, or remove text in a Google Slides presentation
Add Image in Powerpoint
Add and format image in a slide in Microsoft Powerpoint
Add Note in Salesforce
Add a note to a lead, account, contact, or opportunity in Salesforce
Add Tag to a Ticket in Zendesk
Add a tag to an existing ticket in Zendesk
Calculate Distance in Google Maps
Capture the travel distance between two locations using Google Maps
Call to Obtain Information
Make a phone call with a script to obtain information from the call recipient

Check Out How Businesses are
Using Wrk for Customer Success

Survive Today


Learn How Automation Can Help You Retain Customers

In this white paper, we outline why customer retention is more important now than ever before, and explore how your customer success team can adopt Wrk’s seamless automation platform to achieve their goals more effectively.


Managing Customer Success Teams During Unprecedented Times

Our Director of Marketing, Kelsea Gust, sat down with Stephanie LeBlanc, Director of Customer Success at Coveo, to unpack the impact of recent unprecedented times on Customer Success teams. Learn how Stephanie maintains strong ties with both her team and customers in this remote world, how constraints breed innovation, and what lessons she seeks to apply post-pandemic.

For sound, click the bars to the left of the gear icon in the video control bar.


Wrk integrates with all your favourite Customer Success Tools.

Need to integrate with software that doesn’t have a public API? No problem. Wrk doesn’t rely on APIs to connect to your systems, so there’s nothing standing between you and the data you need.

totango logo
skilljar logo
Workramp logo
Profitwell logo
planhat logo
Insided logo
Catalyst Logo
Awario logo
Google Slides logo

“Customer retention has always been a key strategy to foster a loyal client base. In fact, many experts believe that a 5% increase in customer retention rates can yield more than 25% in profit increases.”

Bipasha Sultana