Workfront for
Salesforce
Keep deals moving forward without interruption. With Workfront for Salesforce, you can connect workflows across teams and departments, eliminating roadblocks and improving your pipeline velocity.
Enter your business email
Connect your CRM to your work management platform
Centralized Requests
Eliminate the stress of drive-bys and ad hoc disruptions by centralizing requests in one system. Submit Workfront requests directly from Salesforce and automatically route information to the right department and team.
Real-time Status Updates
Keep stakeholders informed of project statuses without email, chat, or phone calls. When you update tasks and projects in Workfront, they are automatically synced back to Salesforce.
Automated Projects
Automatically trigger workflows across the enterprise when opportunities are updated or closed in Salesforce, so you can deliver on promises and make sure nothing slips through the cracks.
Workfront Customers Achieve More
With Workfront, we have standardized processes, created efficiencies, and expanded collaboration, which has primed us for pushing boundaries and taking our business to a whole new level.
Citrix reduced time spent in meetings by 50%
Increased on-time project delivery rate from 50% to 80%, generating millions in revenue.
- Automate workflows across teams and departments
- Connect your tools and applications in one location
- Streamline your digital asset management