Real Bi-Directional Sync, Not Batch ETL
Workato pushes changes the moment they happen in either system — not on a nightly batch job that leaves data stale for hours.
Cloud & Integration — Workato Integration Services
Salesforce Runs Your Business.
Workato Makes It Talk to Everything Else.
Workato is the iPaaS platform that connects Salesforce to your ERP, finance, support, and marketing stack without custom code. Twopir designs and builds the recipes, so the automation holds up in production, not just in the demo.
500+
Client Deployments
12+
Years Experience
40+
Person Team
Partner
Salesforce & HubSpot
AI Delivery
Trusted by
RevOps Teams Salesforce Admins Finance & Ops Leaders IT Directors Customer Support Ops Sales Operations Systems Integrators Marketing Ops RevOps Teams Salesforce Admins Finance & Ops Leaders IT Directors Customer Support Ops Sales Operations Systems Integrators Marketing Ops
Where Firms Stall
The Real Cost Is Operational Friction.
🗄️
Data Trapped in Silos
Sales, finance, and support systems each hold half the customer picture, and nobody trusts the numbers because no two systems agree. Reps end up re-entering the same record two or three times before a deal closes.
⏳
Manual Handoffs Break Under Volume
A spreadsheet export or a "someone checks this every morning" process works fine until volume doubles. Then records get missed, duplicated, or updated a day late.
🧩
Point-to-Point Integrations Nobody Understands
Every new connection gets built as a one-off script or an undocumented automation chain. When it breaks at 2am, the person who built it left the company eighteen months ago.
⚠️
Recipes That Work in Sandbox, Not Production
Workato is easy enough that anyone can build a recipe. Ownership, error-handling, and access don't happen automatically — firms without a testing regime find that out in front of a customer.
🕳️
No One Owns the Integration Layer
Salesforce has an admin. Workato often doesn't. Error alerts get ignored, connectors go stale on expired tokens, and workflows quietly stop running until someone notices the gap in the pipeline.
Platform Context
Workato Isn't Just Another iPaaS. We Build It Around Yours.
1,000+ Pre-Built Connectors
Salesforce sits alongside NetSuite, QuickBooks, Slack, Zendesk, and SAP, so you're not custom-coding every API from scratch.
Recipes an Admin Can Actually Read
The visual builder means integration logic lives in a diagram, not buried in a script that only one person has ever opened.
Enterprise-Grade Governance
Role-based access, audit logs, and error-handling built to survive an actual compliance review — not just a sales demo.
Platform Capabilities
What Workato Puts Inside Your Salesforce Org.
↔️
Bi-Directional Real-Time Sync
Every create, update, and delete in Salesforce mirrors instantly to connected systems and back — no polling delay.
Core Module📚
Pre-Built Connector Library
We configure Workato's connectors for NetSuite, QuickBooks, Slack, Zendesk, HubSpot, and SAP against your actual object model.
Integration🧠
Custom Recipe Logic
Multi-step recipes with conditional branching handle the exceptions your process actually has — not just the happy path.
Automation🚨
Error Handling & Alerting
Failed jobs retry automatically and route to a Slack or email alert, so nothing silently stops running.
Reliability🗺️
Data Mapping & Transformation
Field-level mapping normalizes formats, currencies, and picklists so records land clean on both sides of the sync.
Data Integrity🔑
Enterprise Key Vault & SSO
Credentials and API keys stay encrypted, and access is scoped by role instead of shared logins passed around a team.
Security🗂️
Recipe Version Control
Every change to a live recipe is tracked, so you can roll back a bad deploy without rebuilding the whole thing from scratch.
Governance🤖
Workflow Bots & Approvals
Human-in-the-loop approval steps route through Slack or email without ever leaving the automated flow.
Automation📊
Monitoring Dashboards
Job history, run times, and failure rates in one place — so you know what's running before a client tells you it isn't.
Visibility Delivery Model
We Don't Deploy Software. We Build Operating Infrastructure.
Phase 01
Discovery & Process MappingMapping Every System That Touches Salesforce Data
We map every system that touches your Salesforce data — ERP, billing, support, marketing — and document the actual data flow, not the one in the org chart. This is where we find the manual workarounds nobody mentioned in the kickoff call.
Phase 02
Recipe ArchitectureDesigning the Logic Before a Connector Gets Touched
We design the recipe logic — triggers, conditions, error paths, and approval steps — before a single connector gets configured. Architecture first means you're not rebuilding the whole thing after go-live.
Phase 03
Build & Sandbox TestingStress-Testing Against Real Data Volumes
Recipes get built and stress-tested in a sandbox against real data volumes, not sample records, so edge cases surface before your team ever sees a broken sync.
Phase 04
Go-Live & Managed OptimizationDeploying with Monitoring Active from Day One
We deploy to production with monitoring and alerting active from day one, then tune recipes against real usage for the first 60–90 days.
Outcomes
The Outcomes Firms Actually Come Back For.
Zero Manual Re-Entry Between Systems
Reps stop copying data between Salesforce and finance or support tools by hand.
Real-Time Visibility Across Departments
Sales sees support tickets, finance sees deal stage, without anyone requesting a report.
Fewer Data Errors, More Trust in the CRM
Field-level mapping and validation cut down on duplicate and mismatched records.
Faster Onboarding, Order-to-Cash, and Case Handling
Multi-step processes that used to take days now run in minutes.
An Integration Layer Someone Actually Owns
Monitoring and alerting mean issues get caught before they become a client-facing problem.
Room to Add Systems Without Starting Over
New connectors slot into the existing recipe architecture instead of triggering a rebuild.
Common Scenarios
Where We See Workato Deliver Most.
Finance & Sales Alignment
A deal closes in Salesforce, but the invoice takes three days to appear in NetSuite because someone has to key it in manually. We build the recipe that pushes closed-won opportunities straight into billing the moment the stage changes, with line-item mapping that matches your chart of accounts.
Support & Account Visibility
Reps have no idea a client has an open P1 ticket because Zendesk and Salesforce don't talk. We sync case status and ticket volume back to the account record in real time, so account health isn't reconstructed from memory before a renewal call.
Marketing-to-Sales Handoff
Marketing captures a lead in HubSpot or a webform, and it sits in a queue until someone exports it into Salesforce. We build the trigger-based recipe that creates and routes the lead the moment the form submits, with duplicate-matching before it ever hits a rep's queue.
Multi-System Onboarding
New client data needs to hit Salesforce, DocuSign, the billing system, and a provisioning tool — and today that means five people and a checklist. We replace the checklist with a recipe chain that fires each step automatically and only pings a human for approvals that actually need one.
Why Twopir
We're Not a Vendor. We're an Architectural Partner.
01
We're Salesforce-native first
Most Workato partners know the iPaaS. We know what happens on the Salesforce side of every field you map — governor limits, sharing rules, validation rules — before the recipe ever runs.
02
We build for the admin who inherits this
Every recipe is documented and named so the person maintaining it in year two isn't reverse-engineering your logic.
03
We test against your actual data volume
Sandbox testing uses realistic record counts, not ten sample rows, so scale problems surface before go-live, not after.
04
We don't disappear after deployment
Managed optimization means we're watching job logs for the first 90 days, not handing you a runbook and moving on.
05
12+ years, 500+ deployments, one team
The same architects who scope the project build it and support it. No handoff between sales and delivery.
"An integration is only as good as what happens when it breaks. We don't just build recipes that run — we build recipes someone can debug at 2am without calling us."
Twopir Consulting — Salesforce Partner & HubSpot Partner
- 12+ Years Salesforce & HubSpot Delivery
- 500+ Clients Served
- Serving: US | Canada | UK | UAE | Australia | New Zealand
- Salesforce Partner
- HubSpot Partner
- AI Delivery
Common Questions
Questions RevOps Leaders Ask Before We Start.
How long does a typical Workato-Salesforce integration take to build? +
Most single-workflow integrations, like syncing leads or opportunities to one external system, take 3 to 5 weeks from discovery to production. Multi-system integrations with several recipe chains typically run 8 to 12 weeks, depending on how many connectors and approval steps are involved.
Do we need a Workato license before you start, or can you help us choose one? +
You'll need a Workato account, since Twopir doesn't resell the platform, but we can walk you through which tier fits your recipe volume and connector needs before you commit to a contract.
What happens if a recipe fails in production? +
Every recipe we build includes error handling and retry logic, and failures route to an alert channel like Slack or email so someone knows immediately. During the first 90 days after go-live, our team monitors job logs directly as part of the managed optimization phase.
Can Workato replace our existing point-to-point integrations? +
In most cases, yes. We typically audit existing integrations during discovery and consolidate the ones built as one-off scripts or undocumented automation chains into a single, governed recipe architecture inside Workato.
Does this work with our Salesforce edition and existing customizations? +
Workato's Salesforce connector supports Professional, Enterprise, Unlimited, and Developer editions, along with Sales Cloud, Service Cloud, and Commerce Cloud. We map recipes to your existing custom objects and validation rules rather than asking you to change your org to fit the integration.
Who maintains the integration after launch? +
You can keep it in-house with documentation and training we provide, or add it to an ongoing managed services engagement where Twopir monitors and maintains the recipes directly. Most clients start with our support and transition ownership once their team is comfortable.
Get Started
Ready to Stop Copying Data Between Systems by Hand?
Book a discovery call and we'll map which of your workflows are the fastest win for a Workato recipe.
