Automation Challenges B2B Software Companies Face
Kick off workflows from emails, chats, documents, forms, events, or webhooks
AI steps summarize activity, extract key details, and classify next action
Route by skills, language, or workload, and sync case status across systems
Hundreds of connectors spanning communication, CRMs, support platforms, and internal tools
Credentials stay encrypted.
Sensitive details never appear in logs due to data masking.
Run in our secure cloud or self-host for complete control.
Activepieces Enabling B2B Software Automation Use Cases
B2B software companies use Activepieces to automate workflows involving multiple systems and teams.
- Syncing customer data between sales and support platforms
- Automating contract approval and signature routing
- Coordinating product release notifications to internal teams
- Managing onboarding tasks for new client accounts
600+ connectors without writing code
SOC 2 Type II cloud
Trusted by 100,000+ users globally
Disconnected apps slow teams down and create errors.
Activepieces fixes that by giving you 400+ integrations in one platform.
How Activepieces Supports Automation for B2B Software Sales Teams
Native Product Embedding
This capability allows platforms to integrate a white-labeled workflow builder directly into an existing user interface. Developers control visual styling and manage authentication through APIs, enabling end-users to configure integrations within the application environment.
Custom Code Execution
Teams inject JavaScript or TypeScript directly into workflows to handle complex data transformations. This feature supports external npm packages, allowing developers to manipulate payloads and implement logic that standard integration steps do not cover.
Self-Hosted Infrastructure Deployment
Organizations deploy the automation engine on private servers using Docker images. This deployment model keeps data execution within internal networks and allows engineering teams to manage updates and resource allocation according to internal standards.
FAQs About Automation for B2B Software Companies
Can teams use artificial intelligence to make decisions within workflows?
Yes, B2B software teams can use AI steps to route work, classify inputs, and guide decisions within controlled workflows.
Can multiple team members collaborate on the same automation workflow?
Yes, multiple team members can collaborate by sharing workflows and splitting ownership between operations and engineering in Activepieces.
What deployment choices are available for Activepieces users?
Activepieces supports managed cloud deployment or self-hosting on private infrastructure, letting B2B teams choose operational control and data residency.
How does Activepieces manage data across different systems?
Activepieces maps, transforms, and syncs data between tools using workflows, with optional tables for shared state and tracking.
Read our blog for automation insights.
More Resources
