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Workato

by Workato · CRM Integration

Enterprise iPaaS automating integrations across 1,400+ apps and ERPs

Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.

Works with
NetSuiteSAPWorkdayMicrosoft Dynamics 365
Deployment
Cloud
Company size
Mid-market, Enterprise
Pricing
Usage-based, priced in packs of recipes
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.

Modules & capabilities

Workato covers 20 of 51 capabilities we track in this category

39%
  • Account and contact management
    Not evidenced
  • Lead capture and management
    Not evidenced
  • Deal and opportunity tracking
    Not evidenced
  • Visual pipeline management
    Not evidenced
  • Custom objects and fields
    Not evidenced
  • Duplicate detection and data management
    Not evidenced

“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.

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

Workato customer case studies

How companies use Workato alongside their ERP — pulled from Workato's published customer stories, with the ERP each customer runs where they state it.

Vodafone

Technology

  • 6 months
  • 30%
  • 100 million

Atlassian

Technology

  • 50 integrations
  • 50%
  • 13 systems

Cisco

Technology

  • 000 customers
  • 200+ customers
  • 000 hours

These customers also appear in ERP implementation stories

The same companies show up in our library of ERP implementation case studies — useful for seeing what the wider stack around this add-on looks like.

  • Atlassian · Sage Intacct
  • DiamondBack Truck Covers · Manufacturing

Summarised from each vendor's published customer stories. Figures are the vendor's own claims, not independently verified by ERP Research. See all 8 Workato case studies

Used Workato with your ERP? Rate it in 30 seconds — it helps every buyer after you.

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ERP integrations

NetSuiteWorkato NetSuite connector
iPaaS template
Bi-directionalStandard recordsCustom recordsClassifications

Workato's NetSuite SOAP connector supports create/update/delete/upsert, SuiteQL search, and bulk operations; documented on Workato's own site but no suiteapp.com marketplace listing evidenced.

SAPWorkato SAP connector
iPaaS template
Bi-directionalAccountsOrders

Advertised among Workato's 1,000+ prebuilt connectors covering major ERPs; specific SAP connector documentation page not independently fetched in this pass.

WorkdayWorkato Workday connector
iPaaS template
Bi-directionalWorkersFinancial records

Advertised among Workato's prebuilt ERP connectors; not independently verified against a Workday Marketplace listing in this pass.

Microsoft Dynamics 365Workato Dynamics 365 connector
iPaaS template
Bi-directionalAccountsOrders

Advertised among Workato's prebuilt CRM/ERP connectors.

Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-11.

Pricing

Full Workato pricing breakdown — cost at 25/100/500 seats, competitor rates & FAQs

Model
Usage-based, priced in packs of recipes
Starting price
Recipe-pack based; commonly reported from about $10,000/year
Free trial
Yes

Workato prices in 'recipes' — the automations you build — sold in packs of 10, 25, 50 and 100 rather than by user seat. Entry commitments are commonly reported from around $10,000 a year. The practical consequence is that cost is driven by how many distinct automations you run, not how many people use them, which makes Workato comparatively cheap for a small integration team supporting a large business and expensive for a sprawl of one-off automations. Consolidating recipes is the main cost lever. Get an independent shortlist with pricing guidance below.

What does Workato cost?

Workato does not publish a price. This is the going rate across the 6 CRM integration vendors that do — use it to sense-check the quote you get.

Pick a seat count above first.

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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.

Compare Workato head-to-head

Free PDF · Vendor-neutral · No sales calls

The CRM Integration Buyer's Guide

Before you commit to Workato, see how it sits against the 15 CRM integration systems we track — on capability, ERP integration depth and what each one actually charges for.

CRM Integration Buyer's Guide

15 systems compared · 2026

ERP Research

  • Workato compared side-by-side with 14 alternatives
  • ERP integration checklist — what to verify before you shortlist
  • The pricing questions that change the quote
  • A Workato evaluation brief, included with the guide
Free Download

CRM Integration Buyer's Guide

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Workato publishes a list price, but the number you pay depends on volume, modules and integration scope. Tell us your setup and we'll come back with a realistic figure and the alternatives worth quoting against it.

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