3 Ways to Bring Your Tech Stack Together with Rhythm

By Jessica Wishart

dateMon, Jun 12, 2023 @ 10:45 AM

When you consider email, collaboration tools, project management apps, online meeting tools, file storage, and productivity tools like spreadsheets and word processing apps, it’s easy to build a long list of technology tools modern workers need, and that’s before we even get into any departmental or industry-specific apps.

Here’s what I hear all the time: teams have their power tools to manage their specific work (think of Salesforce for the sales team, HubSpot for marketing, Jira for engineering, Quickbooks for finance, Workday for HR, etc.). Each team builds the process and workflow optimized for them, which works great! Except, this hyper specificity unintentionally leads to silos. In a critical cross-functional project that involves everyone in the organization, how do you know what’s happening when the pieces of the puzzle are managed in 5 different systems? If all your engineering deliverables are way behind, how does the marketing and sales team know when to adjust? 

This systems problem often gets “solved” by adding more meetings to our already full calendars. Status meetings on projects are a waste of time; if you had a way to see the project progress at a high level, you wouldn’t need to pull the team together to read the updates in the siloed systems.

Stop wasting time in status meetings

Stop the madness! Work smarter, not harder, as the saying goes. More of the middle market leaders we talk to are experiencing the pain of this “technology tornado” and searching for ways to make their tech stack more seamless. 

We’ve recently partnered with Workato, the industry-leading enterprise integration and automation platform, to create powerful, seamless synchronization between the Rhythm software and the rest of your business applications. The possibilities are endless with this new partnership, but I wanted to share a few use cases we’ve built out already for a handful of customers.

Slack + Rhythm

Rhythm Slack Integration

The problem: Companies who use Slack for real-time communication want all the information flowing through this one channel. Rhythm updates on goals weren’t visible to the entire organization and having to manage communication on the same project in multiple channels was confusing and duplicative. 

The solution: We designed a Slack Workbot using Workato to streamline communication and ensure the right information is visible to the right people at the right time. The integration allows teams to add goals in Rhythm and automatically post the new goal to a specific channel in Slack. From there, team members can comment, reply to comments and even update goals within Slack. The status updates, comments, and replies are all logged on the appropriate Goal in Rhythm, too.

Keep your communication flowing efficiently and maintain focus on your key strategic goals.

Rhythm Slack Integration Example

Salesforce + Rhythm

Rhythm Salesforce Integration

The problem: Everyone cares about a few key metrics coming out of the company’s CRM; we all want to know about pipeline numbers and deals closed. But, salespeople famously love to sell and hate to update systems, especially in two different places. Keeping their opportunities updated in Salesforce is enough without also having to add these numbers into a Rhythm KPI every week.

The solution: We built a custom integration to read a Salesforce report weekly and push the pipeline and closed opportunity numbers for each sales rep into the corresponding KPI in Rhythm. Executives no longer need to chase the sales team for updates or hunt around in Salesforce, and the sales reps can just comment on the numbers in their KPIs rather than having to refer back to Salesforce to pull in the numbers. A win-win!

Rhythm Salesforce Integration Example

Jira + Rhythm

Rhythm Jira Integration

The problem: Technology companies and teams lean heavily on tools like Jira for managing the specific work they do. Often this work impacts other teams (engineering’s progress on a new product impacts sales, marketing, product, etc), and those stakeholders have limited visibility into the work. Often, to keep the executives and other departments in the loop, Jira users were having to recreate high level tasks for projects in Rhythm that were already being worked on in detail in Jira.

The solution: We built an integration to resolve the need for double entry of tasks and still keep the rest of the company in the loop on the key milestones. We mapped a goal in Rhythm to a project board in Jira, and new issues logged in Jira were automatically created as tasks on the Rhythm goal. We mapped in the link to the issue and the stage in Jira, and synced the tasks so that updates in one system would be reflected in both.

Rhythm Jira Integration Example

But that's just the tip of the iceberg! Thanks to our partnership with Workato, the possibilities for integrating Rhythm with your favorite cloud-based applications are endless. Get ready to unlock a new level of efficiency and collaboration.

Join the integration revolution today and learn how Rhythm can be the single source of truth for your company’s key strategic work without sacrificing the productivity power tools your team is already leveraging.

Watch 2 Minute Overview of  the Rhythm System

Jessica Wishart


Photo Credit: iStock by Getty Images