Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages
Business Process Automation with Drupal 8 and Drupal 9 modules

Nowadays, larger to small-sized enterprises considers Business Process Automation (BPA). And why not? When you can have a method that can do your job while lessening your expenses in the long run, why wouldn’t you go for one? Business process automation uses a software platform instead of human interference to enhance your workflow and cost-efficiency. You can implement it in different stages of your company, such as Sales, Marketing, Project Management, or any other process that requires automation. Drupal 8 and Drupal 9 provides multiple modules and distributions that can help you automate your business process effortlessly. Let’s analyze some of them in this blog.

Why consider Drupal for Business Process Automation

Drupal is an open-source platform. It offers business owners an excellent opportunity to build custom integrations that can minimize workload and help with business automation. Yes, many other platforms have plugins and apps that can integrate with their website. But, Drupal is substantial in many ways. When a business needs something customized for their website to integrate, all these other platforms fail to perform. But, if your business requires custom integration, Drupal can build that because of the open-source framework. Drupal is one of the best flexible and scalable CMS across organizations; its core strength is the big community backing it up, inventing new modules and integrations as per market needs, and pushing innovation. Let us look at a few of the top Drupal 8 and Drupal 9 modules and distributions that can integrate with various business automation solutions available in the market.

SEO Marketo MA

Marketo is one of the most in-demand digital marketing tools that can maintain your consumer marketing, lead management, email marketing, and mobile marketing requirements. Marketo users claim that it is an excellent tool for SMBs and excels by its ease of use, simplicity, and maintenance. The Drupal 8 Marketo MA module allows you to add marketing tracking abilities to your Drupal website. During user registration, you can also capture lead data through web form integrations. You will need to have an active Marketo account and an installation of Drupal 8 and Drupal 9.

SEO Salesforce Suite

Salesforce claims to be the world’s number one Customer Relationship Management (CRM) solution; it allows you to organize and operate your customer data using cloud computing proficiently. Salesforce will enable enterprises to put customers at the center of everything you do and satisfies them, right from sales & marketing to customer service. You can synchronize Drupal entities such as users, nodes, etc., with the Drupal Salesforce Suite module. You can also export Drupal data into your Salesforce CRM and import Salesforce data into your Drupal website efficiently. Any updates can be done in real-time or asynchronously.

SEO Maestro for Business Process Automation

Have a workflow and looking for the right solution to automate it? Drupal’s Maestro module allows you to automate your workflow processes with a visual flowchart that you can connect, drag, and drop. It can be used in content workflow procedures to track and strategize content revisions. But it excels in more complex use cases and business processes. Maestro can extend to add custom logic and functions to suit every business structure. It integrates well with other critical Drupal features such as triggers, webforms, content types, rules, and more.

SEO RedHen CRM

Initially, Redhen CRM was built for the usual non-profit requirements. It is a very flexible and scalable CRM with functionality for handling your contacts, companies, and relationships between them. Redhen CRM is Drupal-based and open-source, which is very simple to mold into your company’s needs. It also enables modern functionalities such as engagement tracking, customizable donation forms, etc. It does not just behave like you have integrated your website with a business automation tool; you can incorporate Redhen CRM with other CRMs for extended functionalities such as Salesforce, Blackbaud, etc. This Drupal module does not support Drupal 9 yet, but it is compatible with Drupal 8 .

MailChimp for Business Process Automation

Nearly about 1 billion emails are sent through MailChimp every day. MailChimp is an email marketing service. You can send informational and marketing emails to your customers. You can create various email campaigns, utilize their email campaign designer, email templates, segment audiences, data analysis, generate reports with MailChimp. With the Drupal MailChimp module, your users can select any email list they need. And also, you can generate and send email campaigns right from your Drupal website. The Mailchimp Drupal module supports Drupal 7 and 8. But is not compatible with Drupal 9.

Drupal PM (Project Management) Module

We can define the Drupal PM module as a distribution instead of just a module as it contains a suite of modules that help produce multiple components it serves. The Drupal Project Management module provides components such as organizations, tickets, tasks, notes, teams, projects, expenses, and time tracking. These components enable easy integration with other Drupal modules as well. It serves as an excellent work planning and organizing tool for businesses.

Hubspot for Business Process Automation

Hubspot is simple to use automation software and an inbound marketing tool. It allows you to fetch visitors to your website, track, and convert leads to clients. It enables easy integration with other automation tools that include CRMs, analytics tools, email marketing tools, etc. You can use it as your social media publishing, email marketing, and ad-tracking tool too. The Drupal 8 Hubspot integration module integrates with Webform and Hubspot API. Thus it submits Webforms to Hubspot’s lead management system or email marketing campaigns. This module supports Drupal 8 but not Drupal 9 as of now.

Other Drupal Modules That Help With Business Process Automation

Please note that you should have a subscription for these products to use the modules mentioned below.

Amazon Module — Synchronizes your Drupal store with your Amazon store. If you are selling items, deleting items, and adding items, this module will automatically keep both stores updated and synchronized.

eBay Module — Synchronizes your Drupal store with your eBay account. If you are selling items, deleting items, and adding items, this module will automatically keep both stores updated and synchronized.

CRM Modules — Drupal integrates with various CRM software. If you are presently using any popular CRM, it is most likely a Drupal module that will integrate directly with that CRM.

Conclusion

Enterprises use automation tools to govern some of their business operations, consistently have the edge over the ones performing it manually. When you have applied the perfect business process automation methodology for your business operations, you will ultimately save your time and money. With Drupal’s smooth integration modules and open-source framework that can be customizable, you can have an efficiently organized and automated revenue-generating business model. At Sun Technologies, we take up Drupal website development and services. Using business workflow automation, we customize your process according to your needs and run seamless workflows. With our expert and experienced team of Drupal developers, we provide customized web solutions that fit your business requirements.

As Drupal 7 meets its end-of-life, it is best to consider business process automation along with the Drupal upgrade if you are still on Drupal 7.

Leave a Reply

Your email address will not be published. Required fields are marked *

Share on facebook
Facebook
Share on twitter
Twitter
Share on linkedin
LinkedIn

Recent Posts

Need Drupal Expert Help?

We deliver result-driven solutions to boost the competency level and productivity.