How World Business Lenders Integrated QuickBase and Salesforce via Workato

How World Business Lenders Integrated QuickBase and Salesforce via Workato

How World Business Lenders Integrated QuickBase and Salesforce via WorkatoIntegrating different systems is a common challenge for the modern business, especially given the growing number of applications used and amount of data that needs to be exchanged. World Business Lenders, a New York City-based firm providing working capital to small businesses, solved that challenge with Workato, an enterprise-class integration service. QuickBase just announced a partnership with Workato to extend more integration and workflow automation options to its customers. Similar to QuickBase, Workato enables businesses to create powerful custom solutions without writing a line of code. With Workato, users can easily automate workflows within QuickBase and between QuickBase and 150 applications, in the cloud or on premises.

World Business Lenders has built a sophisticated loan processing system in QuickBase which contains about 1,900 data fields. When the company decided to adopt a dedicated CRM solution to manage loan applications, they realized the need for a CRM that can tightly integrate with QuickBase. The integration needed to enable 3 data flows: new opportunity data from Salesforce to QuickBase, bi-directional syncing of CRM and QuickBase applicant data, as well as account and fee data from QuickBase to Salesforce.

WBL diagram

Workato’s support for complex business logic enabled the company to automate the passing of data between the two systems in near real time. With seamlessly connected front- and back-offices, World Business Lenders enjoys a 360-degree view of applicants across departments and is saving hundreds of hours in sales time every week.

Want to learn more about automating QuickBase workflows with Workato? Visit https://www.workato.com/quickbase.

Read the full World Business Lenders case study.

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