Workato
70 Case Studies
Case Study: Praecipio Consulting achieves seamless JIRA-Salesforce sync, automated HubSpot marketing and $5,000/year savings with Workato
A Workato Case Study
How A Consulting Firm Integrated JIRA, Salesforce, and Hubspot
Praecipio Consulting is an Atlassian-focused consulting firm that applies kaizen to its own operations. As the company scaled and moved sales into Salesforce, delivery teams still needed customer data in JIRA and marketing follow-ups for Marketplace downloads were handled manually, creating information silos and time-consuming processes.
They implemented Workato to sync Salesforce and JIRA and to automate HubSpot email workflows for Marketplace add-on downloads, building the initial integrations in a few hours and running them invisibly with error alerts to JIRA Service Desk. The result: self-service delivery teams, faster customer onboarding, and marketing emails sent immediately—saving about five hours per week (roughly six weeks of labor and ~$5,000 per year) while improving ROI and customer experience.
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Praecipio Consulting
Michael Kuhl
Principal