Salesforce Implementation

Overview

Zapier and Workato allow companies to automate workflows across their apps without code. These platforms are powerful when set up by experts who understand the logic and business use cases behind your tech stack.

Common Use Cases

  • Lead handoff from forms to CRM

  • Email triggers from new deal stages

  • Customer onboarding automation

  • Internal alerts or data syncing

Who is this for?

  • SMBs and mid-market teams needing automation without engineering

  • Companies using multiple SaaS tools

  • Operators looking to reduce manual tasks

  • Teams launching MVP workflows

Why Claymore Connect

We connect you with certified automation specialists who understand business logic, systems, and integrations — not just tools.

Zapier, Workato, and Make.com support

Custom logic and conditional flows

Scalable workflows with logging and error handling

Secure authentication and monitoring

Sample Results

  • 80+ hours/month saved in manual workflows

  • 95% error reduction in handoffs

  • 100% lead capture sync rate from website to CRM

What to Look for in a No-Code Automation Partner

  • Experience with your specific tools

  • Understanding of APIs and conditional logic

  • Documentation and training included

  • Scalable, testable automation design

Related Services

  • Marketing Automation

  • CRM Integration

  • API Integration

  • Reporting Setup

Get Matched with an Automation Partner

We’ll connect you with a partner who ensures your workflow implementation works how it should — and is ready when you need it.