Case Study: Fundbox achieves faster data access and frees engineering time with Workato

How Fundbox improved sales productivity by 20% and efficiently scaled the business by automating data flows

Fundbox was facing heavy manual data-pull work, with engineering spending 80% of its time on data requests, stale customer data in Salesforce, and no scalable infrastructure to manage growing data needs. To solve this, Fundbox used Workato to connect Salesforce and Snowflake and automate data transfers.

With Workato, Fundbox eliminated the need for engineers to manually push data from Snowflake into Salesforce, giving sales immediate access to up-to-date customer information. The automation freed engineering to focus on higher-value work, helped the company ship a product rebrand, and made it easier for non-engineers with SQL or systems admin knowledge to build additional automations.

Fundbox

Basile Senesi

VP of Sales and Operations