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.

Connect your CRM to your work management platform

Centralized Requests

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.

Direct Uploads

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.

Real-time Collaboration

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

mary ann erickson large

Workfront allows us to focus on strategy, creativity, and innovation vs. day-to-day tasks that used to consume so much time. Employees appreciate our team because, through Workfront, we make it easier for them to be super productive.

Mary Ann Erickson
Operational Excellence Expert and Solutions Provider, Allianz Partners
WHAT ARE YOU WAITING FOR?
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  • Automate workflows across teams and departments
  • Connect your tools and applications in one location
  • Streamline your digital asset management