Workflow Automation Software for Salesforce

Automate repetitive multi-step actions within Salesforce with HappyFox Workflows. Configure sales, marketing, and other multi-step processes.

Bring automation to any object in Salesforce and transform your business. Achieve Salesforce workflow automation with ease.

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Workflow Automation Software for Salesforce

Let Workflows Do The Gruntwork

Using the no-code workflow builder, you can automate mundane tasks in Salesforce, so your team can focus on more important things.

Respond to New Business Opportunities Faster

Automate your business processes. Salesforce workflow automation increases process efficiency across your organization to achieve massive lead time reduction.

Automate Data Entry and Standardize Processes
Increase Productivity in Organizational Functions

Increase Productivity in Organizational Functions

Get things done faster. Automate all your workflow scenarios in Salesforce with HappyFox workflow automation software. Business teams get an increased capacity to focus on strategic activities.

Automation at Scale with Integrated Apps

Processes involving actions across Salesforce and multiple systems can be elegantly orchestrated through HappyFox Workflows. With a subscription for additional products, you can expand your Salesforce workflow automation capabilities.

Automate Data Entry and Standardize Processes
Reduce Process Deviations

Ensure Process Compliance and Standardization

Configure workflow business rules in Salesforce. Workflows for Salesforce ensures the standardization of business processes. Configure the right process once and ensure organizational compliance every single time.

Key Features

Create new entities like Lead, Account, Contact and more objects, in Salesforce

Create new entities like Lead, Account, Contact and more objects, in Salesforce

Update Lead, Account, Contact, Opportunities, and other objects

Update Lead, Account, Contact, Opportunities, and other objects

Implement robust Approval Management for each of your salesforce workflow approval processes.

Implement robust Approval Management for each of your salesforce workflow approval processes.

Extract data from incoming emails from leads or contacts, and set object custom fields

Extract data from incoming emails from leads or contacts, and set object custom fields

Get input from users through custom forms and trigger subsequent actions

Get input from users through custom forms and trigger subsequent actions

Implement diligent time-based workflows in any business scenario

Implement diligent time-based workflows in any business scenario

Use a visual workflow builder and beautifully automate your Salesforce Processes

Use a visual workflow builder and beautifully automate your Salesforce Processes

Automate actions for all custom objects of Salesforce

Automate actions for all custom objects of Salesforce