Introduction to Integration Automation

Apps and integration automations have changed how we do business, mainly for the better. Teams and employees in all departments can now use software tools and web apps to make their work easier, from internal and external communications to marketing and sales campaigns and customer support requests.

Even though each integration automation was made to improve a certain business process, many companies still needed help to use these different solutions in a productive and efficient way. According to the Association for Advancing Automation, workplace automation has gone up by 40% in the first quarter of 2022 alone. As one can imagine, the sheer volume of different apps used daily by a single business can become a little much. It can seem counterintuitive when the end goal is to automate and streamline.

Fortunately, there is a way to bring all these helpful tools together. Wrk designed the automation solution to integrate various apps into a user-friendly workflow. Keep reading to learn more about 5 widely used integration automations highly suited for connecting with Wrk.

Google Workspace

Google Workspace (formerly G Suite), Google's versatile software stack for boosting productivity. Gmail alone has over 1.2 billion users. With Google's tools, it's no wonder the collection of web-based tools has become so popular with businesses of all sizes. Companies use Google Workspace to talk to each other, hold meetings, gather data, work on projects together, and do other things.

To further enhance the efficiency of Google Workspace, each app can be integrated with other business systems and workflows using our Wrk Actions. This web app integration lets you schedule calls, manage contacts and data, and export projects without having to do them by hand. For example, your teams can save time in their day by integrating Google Workspace with Wrk for meeting scheduling. Our Hybrid Automation solution uses employees' Google Calendars, finds a suitable slot for all meeting members, sends out an invite via Gmail, and takes care of any necessary follow-ups and reminders. You can integrate Wrk Actions for data management and cleaning in another corner of Google's platform. Our solution can look at Google Sheets documents, find and delete doubled entries, and flag and remove contacts that don't answer from sales or customer files.

Wrkflows can be mixed with integration automations such as Google Workspace. You can use simple drag-and-drop commands and integrations to create a smooth, automated workflow.

HubSpot

HubSpot is software for inbound marketing and sales. It has become essential to many businesses' strategies because it helps them get more customers and make more money by generating and converting leads. HubSpot knows that it can only give its customers some of the tools and functions they need to automate their processes fully. It recognizes the importance of integrations to this end. As the company says: "by adding an integration, [the customer will] get that added feature or function while continuing to use your software."

Look at our Lead Nurturing Wrkflow, which combines HubSpot and Google integrations to guide prospective leads through the conversion funnel effectively. As soon as a new lead is added to HubSpot, this Wrkflow reviews and classifies the lead based on pre-set criteria. From there, a bot triggers a Google search for the lead's company to find additional information. We use this information to choose an appropriate use case for the lead. Wrk can then create slides automatically in Google Slides. Finally, using HubSpot data, our Wrkflow can create and send a personalized email to the lead with a use case. This email sequence keeps the prospect interested and shows them exactly what your business can do for them.

We tailor our Wrkflows to your business needs. With our HubSpot integration automations, you can automate lead scoring, schedule social media content, and handle customer support tickets.

QuickBooks

QuickBooks has transformed accounting processes for millions of companies worldwide. It is used to make things like keeping track of expenses, making invoices, and making reports easier. The most significant benefit of the software is that it centralizes all financial data on a single platform, which facilitates taxes and audits when the time comes.

Despite this, QuickBooks still relies mainly on human input. For instance, Finance teams are still tasked with time-consuming invoice processing. This recurring responsibility eats up valuable time and money. On average, a finance employee can process about 5 invoices an hour, with the average cost being about $15 per invoice. By combining Wrk bots with existing QuickBooks tools, businesses can speed up the billing process by automating the upload of invoice data to QuickBooks. Additionally, because our automation solution can process multiple invoices at once, Finance teams can save hours, freeing time to focus on more strategic tasks.

The Wrk team programmed the QuickBooks app integration to automate tasks like exporting client notes into any format, generating client invoices, and adding new employees to the payroll.

Salesforce

As a top customer relationship management (CRM) platform, Salesforce makes it easy for different departments to access and use customer data. In other words, Salesforce is an important place to store customer information. It gathers information about potential and current customers and tracks their journeys through the conversion funnel.

Our app integrations can make Salesforce workflows (the platform already leverages AI and automation for tasks like record approval, email alerts, and outbound messaging). For instance, our Sales Data and List Management Wrkflow can help to keep client lists fresh and updated by automatically importing relevant company contacts from LinkedIn into Salesforce. These contacts are also automatically screened based on the criteria you set. This process ensures that your marketing efforts and sales content are in the right hands.

Wrk Actions can also integrate Salesforce with other systems. For example, Microsoft Excel, facilitates the exchange and export of data between platforms without requiring manual data entry.

Zendesk

The integration called Zendesk is the champion of great service everywhere for everyone and powers billions of conversations. Connecting more than 100,000 brands with hundreds of millions of customers. Zendesk has made a name for itself in customer service by offering a scalable platform for putting all customer requests and questions in one place, organizing them, and responding to them. Even with this infrastructure, however, Customer Service teams need help to respond quickly to their inundated inboxes.

To put it into perspective, 88% of customers that reach out for customer support expect a response within an hour. For most companies, customer ticket response times are significantly longer, averaging just over 7 hours. Our automation app integrations can enable Customer Support teams to shrink and even eliminate this gap. Wrk's Ticket Resolution Wrkflow integrates with Zendesk to analyze past resolved tickets. It also annotates them using natural language processing (NLP) tools. From there, the Wrkflow exports the annotated data from customer ticket resolutions to train chatbots. This step allows them to respond better to recurring customer queries without help from customer service agents.

Other Wrkflows, including Ticket Routing and Escalation, also integrate with Zendesk to resolve customer issues more efficiently. The Wrkflow flags critical messages and routes them to the correct department based on specific criteria. This Wrkflow can also integrate with ServiceNow to find solutions to customer support problems. Finally, Wrk can help further develop big-picture customer support strategies. The Automation Platform lets you connect the Generate Wrk Actions with Zendesk to create valuable customer insight reports. Once the Wrkflow is in motion, it will enhance your business's customer relationships based on their feedback.

Bringing it all together

You might wonder whether Wrk's automation solution would be another tool to add to the growing collection of workplace productivity apps. That's understandable. But it's more accurate to think of Wrk as a link that connects and highlights existing apps while adding new features.

With our integrations with the five integration automations above and many more, as well as our unique Hybrid Automation solution, we can help you set up more unified and highly automated workflows in almost every department. In other words, app integrations play a key role in harmonizing various workplace apps. The chosen integrations let you link steps that talk to each other so that you can finish all tasks quickly.

Our Hybrid Automation solution stands out for its distinctly human element in the integration automations market. Our solution combines RPA, APIs, and proprietary bots with a skilled human community. Wrk empowers you and your team to automate and tackle more complex tasks and processes than traditional automated app integrations.

Learn more about our unique solution and explore our various app integrations. For a more hands-on introduction to our platform, book a demo.