Combine data from spreadsheet to capture all existing customer billing activity



Export prospect and client engagement data from Marketo



Extract survey results from last four NPS surveys



Import all prospect and client billing, engagement and survey data into Salesforce for a unified view of historical data


How this Wrkflow will help you

Share Rich Insights

With customer data from Sales, Customer Ops, Marketing, and client-facing departments all in one place, your teams will gain deeper, actionable insights into client needs and expectations.

Pinpoint Inconsistencies

Organizing your data with automation will allow you to quickly identify any inconsistencies and ensure that all customer data is accurate and up-to-date, and that customer-facing teams are fully aligned.

Simplify Syncing

Our Wrkflow automatically syncs and centralizes incoming customer data from every source, ensuring all departments can access the same data in Hubspot or the CRM of your choice.

Make this Wrkflow work for you

Thanks to our Hybrid Automation approach, Wrk can connect to any software that you currently use for centralize customer data, and in many cases our pre-configured Wrk Actions cover the entire cost of industry-leading tools your team already pays for. Two birds, one platform.

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Popular Wrk Actions to Improve your Centralize Customer Data Process

  • 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 Attachment to a Deal in HubSpot
    Attach any document to an existing deal in Hubspot
  • Add Image in Powerpoint
    Add and format image in a slide in Microsoft Powerpoint
  • Add a Deal in Pipedrive
    Create a new deal in Pipedrive
  • Add Note in Salesforce
    Add a note to a lead, account, contact, or opportunity in Salesforce
  • Call Lead from Contact List with HubSpot
    Call lead in Hubspot with customized script
  • Call to Inform
    Place a phone call with a provided script to relay information
  • Combine Data in Google Sheets
    Concatenate contents of multiple cells within a Google Sheets spreadsheet
  • Combine Data in Excel
    Concatenate contents of multiple cells within a Microsoft Excel spreadsheet
  • Convert PDF to Excel
    Convert a PDF file to a Microsoft Excel spreadsheet
  • Copy Google Slides
    Make a copy of an existing Google Slides presentation to create a new one
  • Delete Row in Google Sheets
    Delete a duplicate row or contact in Google Sheet
  • Delete Duplicate Record from Hubspot
    Delete a duplicate contact, company, or deal in Hubspot CRM
  • Edit Text in Acrobat
    Edit text in a PDF in Adobe Acrobat
  • Edit Text in Google Docs
    Add, replace or delete text in Google Docs

Did you know?

Wrk is proven to reduce cost per process by an average of 20% and reduce delivery time by 65%.