The age of automation is here to stay and no, it is not created by and for the lazy ones but the smart ones who know where and when to use it. Today, business process automation is not only considered by bigger organizations but by SMBs too. And why not? When you can have a process that can do your work silently without making a fuss, also reducing your overheads in the long run, why wouldn’t you choose one? Business process automation (BPA) is a process that uses a software program or platform instead of human intervention to improve your cost and workflow efficiency. It can be implemented in various stages/processes of your organization like Marketing, Sales, Project Management, or any other process that needs automation. Drupal provides many modules that can help you integrate with any BPA you choose.

So, what can a business process automation do for your organization?

  • Can streamline your processes. Put an end to that disorder. Manage and monitor your processes from a centralized business automation solution.
  • Know exactly who has done what. When the entire process is streamlined and transparent you are enforcing accountability.
  • Minimize errors. To err is human indeed. When you eliminate more work from humans, you can also expect a lot less to go wrong in a process.
  • Reduce costs. Yes – the most awaited and most important benefit of implementing a business process automation tool. When errors and human hours are reduced, your costs can automatically and drastically decrease.

How Drupal makes business automation easier?

Drupal powers millions of websites for organizations ranging from SMBs to very large enterprises. Every one of which already use or will eventually need a Business process automation solution. Being an open-source content management system, Drupal allows for easy customized integrations to meet every organization’s requirements. Drupal has modules that can help organizations to integrate their websites with many popular and not-so-popular BPA solutions. The integration is so seamless that it feels like you’re working with a single solution. For companies that have very unique specifications, a custom integration can be built on Drupal because of its open- source framework. Let us look at the top 7 Drupal modules and integration modules that can integrate with different business automation solutions available in the market.

Marketo MA – Lead Tracking

Marketo is one of the most popular digital marketing tool which can take care of your lead management, email marketing, consumer marketing and mobile marketing needs. Marketo users swear by its simplicity, ease of use and setting up and claim that it is a great tool for SMBs. Drupal’s Marketo MA integration module enables you to add marketing tracking capabilities to your Drupal website. Lead data can also be captured during user registration via webform integrations. You will require to have Drupal 7 (or higher) installed and an active Marketo account.

Salesforce Suite

Claiming to be the world’s number one Customer Relationship Management (CRM) solution, Salesforce allows you to efficiently organize and manipulate your customer data using cloud computing. Right from sales and marketing to customer service, Salesforce enables organizations to put customers at the center of everything you do and satisfying them. With Drupal’s Salesforce Suite integration module, you can synchronize your Drupal website’s entities like users, nodes, etc. with Salesforce CRM’s objects like contacts, organizations, etc. You can export Drupal data into your Salesforce CRM and import Salesforce data into your Drupal website effectively.

RedHen CRM

A very humble and flexible CRM with functionality for handling your contacts, organizations and relationships between them, Redhen CRM was initially built for common non-profit needs. Redhen CRM is a Drupal native CRM and a completely open-source one which makes it easy to mold into your organizations requirements. It also allows for some modern functionalities like engagement tracking, customizable donation forms, etc. It can not only act like you have integrated your website with a business automation tool but you can actually integrate Redhen CRM with other CRMs for extended functionalities like Salesforce, Blackbaud, etc.


Did you know that about 1 billion emails are sent through MailChimp every day? MailChimp is an email marketing service through which you can send marketing and informational emails to your opted-in customers. You can create multiple email campaigns, use their email campaign designer, email templates, data analysis, generate reports, segment audiences and much more with MailChimp. With Drupal’s MailChimp integration module, your users can choose to opt-into (or out of) any email list they want to and you can generate and send email campaigns from your Drupal website itself.

ERPAL for Service Providers

ERPAL is a distribution (a packaged deal including Core, modules, libraries and some other good stuff) meant specifically for service providers and software developers. It is almost like a one-stop solution for all your business management needs like CRM, Document management, project management, employee management, contract management, calendars, invoice creation and much more. ERPAL is a flexible business management solution that is also open to customization and can be used as a base for your business application.

PM (Project Management) Module

This can be termed as a distribution rather than just a module as it consists of a suite of modules that help in generating the various components it serves. It offers components like organizations, tasks, teams, projects, tickets, expenses, notes and time tracking. These components allow easy integration with other Drupal modules as well. It serves as a great work planning and organizing tool for organizations.

Hubspot Integration

An inbound marketing tool, Hubspot is an easy to use automation software that lets you attract visitors to your website, track and convert leads to customers. It also allows for easy integration with other automation tools like CRMs, email marketing tools, analytics tools, etc. You can also use it as your email marketing, social media publishing and ad-tracking tool too. Drupal’s Hubspot integration module integrates with Webform and Hubspot API and submits Webforms to Hubspot’s lead management system or email marketing campaigns.

Shefali ShettyJun 23, 2017