Data trapped in silos
Sales, finance and support each hold half the customer picture, and nobody trusts the numbers because no two systems agree. Reps re-enter the same record two or three times before a deal closes.
Salesforce · Integration & iPaaS
Workato connects your stack. We architect what runs inside it.
Workato is the enterprise integration platform that moves data between Salesforce and the rest of your systems without custom API code. Twopir designs the recipe architecture, the error handling and the governance behind it — so the automation still runs at real volume, not just in the demo. Implementation, configuration and custom development, quoted separately.
12+
500+
40+
98%
Integration work delivered for 500+ clients across the US, Canada, the UK, the UAE, Australia and New Zealand — by a team that has been building on Salesforce for 12+ years.
Where Our Workato Recipes Connect
- Salesforce Partner
- HubSpot Partner
- NetSuite
- QuickBooks
- SAP
- Zendesk
- Slack
- DocuSign
Where the integration layer breaks down
Almost nobody buys an integration platform because integration sounds interesting. They buy it after one of these six things has already cost them a quarter.
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 control do not happen automatically — teams without a testing regime find that out in front of a customer.
No one owns the integration layer
Salesforce has an admin. Workato often does not. Error alerts get ignored, connectors go stale on expired tokens, and workflows quietly stop running until someone notices a gap in the pipeline.
Onboarding still runs on a checklist
New client data has to reach Salesforce, the billing system, DocuSign and a provisioning tool. Today that means five people, a shared checklist, and no way to tell which step silently did not happen.
What Workato is, and who it is for
Workato is an enterprise integration platform as a service — an iPaaS — that connects Salesforce to the other systems a business runs on and automates the work that moves between them. Instead of custom API code, integration logic is built as recipes: visual sequences of triggers, conditions and actions that an administrator can read without opening a codebase.
The Salesforce connector supports real-time triggers through outbound messages and Change Data Capture rather than polling on an interval, which is what makes "the moment the stage changes" a real design option instead of a nightly batch job. Workato has since extended the platform beyond classic integration into agentic orchestration — Agent Studio, agents that can be called from inside a recipe, and an enterprise Model Context Protocol implementation. Full connector behaviour, trigger types and edition limits are documented by the vendor at docs.workato.com.
It is worth being blunt about fit. Workato earns its licence cost when you have several systems that genuinely need to talk to each other, real transaction volume, and someone accountable for the result. If you need two apps connected once and never touched again, a lighter tool will cost you less — and we will tell you so on the call rather than after the statement of work.
What Workato does
Provides the connectors, the recipe engine, the job history and the security model. It is the platform. You licence it directly from Workato — Twopir does not resell it.
What Twopir does
Maps the process, designs the recipe architecture, builds and tests it against your real data volume, and stays on the job logs after go-live. The platform is the tool; the architecture is the work.
What you end up owning
Documented, named, version-controlled recipes inside your own Workato workspace, plus the runbook and the training to maintain them. Nothing is locked to us.
Implement, configure, or build on top of it
These are three different services for three different situations, and they are priced differently. Knowing which one you are actually buying is most of the value of the first call.
Implement
You have bought Workato, or are about to, and there is nothing in the workspace yet. We stand the platform up properly the first time.
- Workspace, environments and release process
- Connector authentication and the key vault
- Role-based access and the governance model
- First production recipe chains, end to end
- Runbook, naming conventions and admin training
Configure
You already own Workato and it is underperforming — recipes fail quietly, nobody trusts the sync, or it was built by someone who has left.
- Audit of every live recipe and its failure modes
- Error handling, retry logic and alert routing
- Consolidating one-off scripts into governed recipes
- Re-mapping fields against your real object model
- Version control and rollback you can actually use
Build On
You have hit the edge of what the recipe builder does out of the box, and the next thing you need does not exist yet.
- Custom connectors via the Workato connector SDK
- Callable recipes and API endpoints for other teams
- Salesforce-side Apex, Flow and bulk-safe handling
- Agent orchestration called from inside a recipe
- Multi-system recipe chains with approval steps
Where configuration ends and development begins. If the logic can be expressed in Workato's recipe builder against a connector action that already exists, it is configuration, and it is quoted by the recipe. The moment you need a connector nobody has written, a transformation the builder cannot express, or logic that has to execute inside Salesforce — Apex, Flow, or bulk handling written around governor limits — it is custom development, and it is quoted as a build.
We draw that line in writing during discovery, before the statement of work, because it is the single most common place an integration budget gets doubled after it is signed.
What we actually build inside your workspace
Bi-directional real-time sync
Creates, updates and deletes in Salesforce mirror to connected systems and back, on real-time triggers rather than a polling interval.
Pre-built connector library
We configure Workato's connectors for NetSuite, QuickBooks, Slack, Zendesk, HubSpot and SAP against your actual object model, not a generic template.
Custom recipe logic
Multi-step recipes with conditional branching that handle the exceptions your process actually has, not only the happy path.
Error handling & alerting
Failed jobs retry automatically and route to a Slack or email alert, so nothing silently stops running.
Data mapping & transformation
Field-level mapping normalises formats, currencies and picklists so records land clean on both sides of the sync.
Key vault & access control
Credentials and API keys stay encrypted, and access is scoped by role instead of a shared login passed around a team.
Recipe version control
Every change to a live recipe is tracked, so a bad deploy rolls back instead of being rebuilt from scratch.
Workflow bots & approvals
Human-in-the-loop approval steps route through Slack or email without ever leaving the automated flow.
Monitoring dashboards
Job history, run times and failure rates in one place, so you know what is running before a client tells you it is not.
What actually moves between Salesforce and your stack
| Connected system | Direction | What moves | Why it matters |
|---|---|---|---|
| NetSuite | Salesforce → NetSuite | Closed-won opportunities, line items, chart-of-accounts mapping | The invoice is raised the moment the stage changes, instead of three days later when someone keys it in. |
| QuickBooks | Bi-directional | Customer records out, invoice and payment status back | Finance and sales stop disagreeing about what has been billed and what has actually been paid. |
| Zendesk | Zendesk → Salesforce | Case status, open ticket volume, priority flags on the account | A rep can see there is an open P1 before walking into a renewal call, rather than reconstructing account health from memory. |
| HubSpot | HubSpot → Salesforce | Form submissions, lead source, campaign attribution | Leads are created, deduplicated and routed on submit, instead of sitting in a queue until someone runs an export. |
| Slack | Bi-directional | Approval requests out, decisions and failure alerts back | Humans approve in the channel they already live in, and a failed job is noticed by a person rather than a log file. |
| SAP | Bi-directional | Customer master data, orders, fulfilment status | One customer record across ERP and CRM, so the account team and the plant are working from the same row. |
| DocuSign | Salesforce → DocuSign → Salesforce | Envelopes out, completion status and signed documents back | Onboarding advances on its own instead of waiting for somebody to watch an inbox and update a checkbox. |
Workato ships a connector library well past a thousand applications, so the list above is a sample of demand, not a limit. The design question is never whether a connector exists — it is which direction the data should move, which system owns each field, and what happens on the day one side rejects the write.
We do not deploy software. We build operating infrastructure
Discovery & process mapping
We map every system that touches your Salesforce data — ERP, billing, support, marketing — and document the real data flow, not the one on the org chart. This is where the manual workarounds nobody mentioned in the kickoff call turn up.
Recipe architecture
Triggers, conditions, error paths and approval steps get designed before a single connector is configured. Architecture first is what stops you rebuilding the whole thing after go-live.
Build & sandbox testing
Recipes are built and stress-tested in a sandbox against real data volumes rather than ten sample rows, so edge cases surface before your team ever sees a broken sync.
Go-live & managed optimization
We deploy with monitoring and alerting active from day one, then tune the recipes against real usage for the first 60 to 90 days instead of handing over a runbook and leaving.
Honest timelines. A single-workflow integration — syncing leads or opportunities to one external system — typically runs 3 to 5 weeks from discovery to production. Multi-system integrations with several recipe chains run 8 to 12 weeks, depending on how many connectors and approval steps are involved. Anyone quoting you a fortnight for the second one has not asked enough questions yet.
Integration work we have actually shipped
Both engagements below are Salesforce integration builds delivered by the same architects who build our Workato recipes. Neither one used Workato as the platform — we have named what each project actually ran on, and the numbers keep the scope they were published with.
Mid-market FinTech, North America
A 250-person subscription B2B lender running fragmented sales operations: slow prospecting, manual research, and quoting that could not keep up. Twopir rebuilt the operation on Salesforce CPQ with Outreach, Apollo.io and LinkedIn wired into it — guided selling, flexible bundling, and automated configuration rules in place of manual quote assembly.
35%
Pipeline growth
30%
Integration efficiency
28%
Shorter sales cycles
Global Event Forum
A 250-staff organiser of executive forums whose attendee data lived in MeetMax and reached Salesforce by hand — error-prone forms, duplicate records, and CRM updates that were always a step behind. Twopir built real-time bi-directional sync with OAuth authentication and batch reconciliation, plus automated credential delivery to attendees.
50%
Less manual data entry
Real-time
Attendee sync to CRM
Where we see Workato deliver most
Finance and sales alignment
A deal closes in Salesforce, but the invoice takes three days to appear in NetSuite because somebody has to key it in. 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 and account visibility
Reps have no idea a client has an open P1 ticket, because Zendesk and Salesforce do not talk. We sync case status and ticket volume back to the account record in real time, so account health is not reconstructed from memory before a renewal call.
Marketing-to-sales handoff
Marketing captures a lead in HubSpot or a web form and it sits in a queue until somebody 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 reaches a rep's queue.
Multi-system onboarding
New client data needs to reach 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 the approvals that genuinely need one.
Not a vendor. An architectural partner
Salesforce-native first
Most integration 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.
Built for the admin who inherits it
Every recipe is documented and named so the person maintaining it in year two is not reverse-engineering somebody else's logic at 2am.
Tested against your real data volume
Sandbox testing uses realistic record counts rather than ten sample rows, so scale problems surface before go-live instead of after it.
We do not disappear after deployment
Managed optimization means we are on the job logs for the first 90 days, not handing you a runbook and moving on to the next engagement.
One team from scope to support
The same architects who scope the project build it and support it. There is no handoff between the people who sold it and the people who deliver it.
Questions RevOps leaders ask before we start
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.
If the logic can be expressed in Workato's recipe builder against a connector action that already exists, it is configuration, and we quote it by the recipe. The moment you need a connector nobody has written, a transformation the builder cannot express, or logic that has to execute inside Salesforce as Apex or Flow, it is custom development and we quote it as a build. We put that line in writing during discovery, before the statement of work.
You will need a Workato account, since Twopir does not resell the platform, but we can walk you through which tier fits your recipe volume and connector needs before you commit to a contract.
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.
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.
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.
You can keep it in-house with the 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.
Weighing Workato against the alternatives? We build on MuleSoft and Zapier too, and the honest answer depends on volume, governance requirements and who will own the result. Start with the Salesforce integration overview if you have not picked a platform yet.
Next Step
Ready to stop copying data between systems by hand?
Book a discovery call and we will map which of your workflows is the fastest win for a Workato recipe — and tell you plainly which of the three engagements you actually need.
Speak with architects who build the integration, not a sales team who hands it off
