Workato
by Workato · CRM Integration
Enterprise iPaaS automating integrations across 1,400+ apps and ERPs
- Works with
- NetSuite, SAP, Workday, Microsoft Dynamics 365
- Deployment
- Cloud
- Company size
- Mid-market, Enterprise
- Pricing
- Quote-based
- Founded
- 2013
- Headquarters
- Mountain View, California, USA
Overview
Workato is an enterprise integration and automation platform (iPaaS) that connects applications and automates workflows across departments such as IT, finance, HR, sales, and marketing. It uses low-code and no-code recipe building, backed by a large library of connectors to major SaaS, ERP, and CRM systems, and has extended into agentic AI and enterprise MCP.
For CRM-to-ERP integration, Workato builds 'recipes' that orchestrate multi-step automations, synchronizing data such as accounts, orders, invoices, and inventory between CRMs like Salesforce and Dynamics and ERPs like NetSuite, SAP, and Workday. Recipes can include conditional logic, transformations, and human-in-the-loop steps, going beyond simple field-to-field sync.
Workato targets enterprise use cases with governance, security, and reusable community recipes, and supports API management and data orchestration. It is delivered as cloud SaaS and is used both for backend system integration and for citizen-developer automation across business teams.
Screenshots & demo
Demo video from the vendor's YouTube channel.
Features & capabilities
Recipe automation
Low-code workflow building
- Visual recipe builder
- Conditional logic and branching
- Multi-step orchestration
- Reusable recipe functions
- Community recipe library
- Human-in-the-loop approvals
Connectors
Broad application connectivity
- 1,000+ prebuilt connectors
- ERP connectors (NetSuite, SAP, Workday)
- CRM connectors (Salesforce, Dynamics)
- Universal HTTP and SDK connectors
- On-prem agent connectivity
CRM-to-ERP orchestration
Cross-system data flows
- Account and customer sync
- Quote-to-cash automation
- Order and invoice sync
- Inventory and product sync
- Real-time and scheduled triggers
Agentic AI and MCP
AI-driven automation
- AI agents on top of integrations
- Enterprise MCP support
- Natural-language automation building
- AI-assisted recipe creation
API management
Exposing and managing APIs
- API endpoint creation
- API gateway and policies
- API access control
- Reusable API collections
Governance and security
Enterprise controls
- Role-based access control
- Environments and lifecycle management
- Audit logging
- Data masking and encryption
Common use cases
- Automating quote-to-cash across CRM and ERP
- Synchronizing Salesforce or Dynamics with NetSuite, SAP, or Workday
- Building enterprise-wide workflow automations with governance
- Enabling citizen developers to automate business processes
- Exposing internal APIs for system integration
- Adding AI agents on top of connected systems
- Orchestrating complex multi-step, multi-app processes
- Connecting cloud and on-premise systems securely
Strengths & considerations
Strengths
- Recipe model supports complex multi-step logic beyond point sync
- Very large connector library spanning ERP, CRM, and HR
- Strong enterprise governance and API management
- Investment in agentic AI and enterprise MCP
Considerations
- Quote-based enterprise pricing positioned above SMB connectors
- Power and flexibility carry a steeper learning curve
- Best value realized at enterprise integration scale
ERP integrations
Pricing
Enterprise pricing based on workspaces, connectors, recipes, and tasks/volume Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant); on-prem agent for hybrid connectivity
- Data residency
- US, EU, APAC
- Compliance
- SOC 2, ISO 27001, GDPR, HIPAA, PCI DSS
- Mobile app
- No
- Languages
- English
About the vendor
- Founded
- 2013
- Headquarters
- Mountain View, California, USA
- Employees
- ~1,000
- Ownership
- Private
Alternatives to Workato in CRM Integration
Workato — frequently asked questions
What is a Workato recipe?
A recipe is Workato's automation unit, a low-code workflow with triggers, actions, and conditional logic that orchestrates data and processes across connected apps.
Can Workato connect CRM to ERP?
Yes, it has prebuilt connectors for CRMs like Salesforce and Dynamics and ERPs like NetSuite, SAP, and Workday, supporting quote-to-cash and record sync.
Is Workato aimed at enterprises?
Yes, it targets mid-market and enterprise customers with strong governance, security, and API management, alongside citizen-developer automation.
What compliance certifications does Workato hold?
Workato states alignment with standards including SOC 2, ISO 27001, HIPAA, GDPR, and PCI DSS.
Evaluating CRM Integration?
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