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Microsoft Teams Integration

Getting approvals consumes valuable time. Undoubtedly, as a growing company or large enterprise, you will use various solutions to manage various tasks. Workato’s Deal Desk Bot offers low-code/no-code integration for your cloud-based customer relationship management (CRM) and enterprise resource planning (ERP) systems. These applications can be integrated with Microsoft Teams to automate and speed up the approval process.

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Microsoft Teams Integration

Features of Workato’s Microsoft Teams Integration

Microsoft Teams Integration


Swift Approval Process

Consolidating data from multiple sources before approval can take time. Workato Deal Desk Bot integrations let you send Salesforce and Oracle NetSuite requests and actions to Microsoft Slack, simplifying Microsoft Slack approvals. Workato’s Approval Bots will complete all approvals in Microsoft Teams without switching apps.

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Retrieve Information Fast

When data is stored in disparate sources, Knowledge Workato’s Bot enables you to find everything you need without leaving Microsoft Teams. What if the information isn’t found? Like all Workato products, Knowledge Bot is comprehensive. If you can’t find it, create a Microsoft Teams ticket to send to your support apps.

Microsoft Teams Integration


Shorten Lead Response Time

Quickly respond to leads by retrieving their information from your marketing automation platform (MAP) solutions, such as HubSpot or your CRM system. Afterwards, the appropriate sales rep receives the information in Microsoft Teams. Lead Bot syncs with a solution like Clearbit to enrich the data before sharing.

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Benefits of Workato’s Microsoft Teams Integration

Microsoft Teams Integration
Lead-enriching automation
Microsoft Teams Integration
A single place for all approvals
Microsoft Teams Integration
Improve order booking
Microsoft Teams Integration
Automate search escalation

Microsoft Teams Integration

Do everything in one place

Customise Microsoft Teams integration with your other apps

Integrate systems and eliminate manual processes using Workato

Workato provides integration for over 1000 apps

Instantly connect your systems with thousands of applications – cutting across various departments

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Shearwater Asia | Finance and IT Digital Transformation Consultancy

Shearwater Asia is a leading one-stop finance and IT digital transformation consultancy in Asia with over 14 years of experience implementing financial automation projects and other cloud solutions that help businesses automate workflows. We are the FY23 Solution Provider of the Year Award – Rising Star of Workday partners with one of the region’s biggest teams of cloud consultants. Shearwater Asia offers a suite of cloud solutions that entail a cloud Enterprise Resource Planning (ERP), Enterprise Performance Management (EPM), account reconciliation and the financial close process automation, inter-company financial consolidation, stack integration and workflow automation platform.

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