The following are use case examples by operational areas like Marketing, Accounting and HR.
Marketing: Automate lead data sync between Salesforce and HubSpot, ensuring that new leads are immediately available to the marketing team for nurturing campaigns.
Accounting: Integrate QuickBooks with Salesforce to streamline the invoicing process. Automatically generate invoices for completed projects and update payment status in real-time.
Human Resources: Connect BambooHR with Slack for seamless onboarding. When a new employee is added in BambooHR, Slack notifications are sent to the IT department to set up accounts and to the HR team to schedule orientation.