Automate Looker Analytics Across Your Enterprise Stack

Connect Looker dashboards to operational systems and trigger actions from insightseliminating manual reporting and accelerating decision velocity.

Bi-directional sync between Looker and CRM, marketing, finance, and data warehouse platforms
Trigger automated workflows when Looker metrics cross thresholdsalerts, approvals, and actions
Embed live Looker reports in Salesforce, Slack, Teams, and operational apps without API complexity
"2-day implementation" guarantee - Most clients go live in days, not months
SOC 2 + ISO 27001 compliance - Enterprise-grade security and governance built-in

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ROI Calculator

Trusted by Fortune 500 leaders in financial services, technology, and global enterprise.

Transform Analytics Into Action With Looker Integration

Stop exporting CSVs and emailing reportsautomate insights delivery and trigger workflows from data changes in real-time

Sales Operations

54% faster sales response timeauto-trigger Salesforce tasks when Looker pipeline metrics drop below threshold

Scenario: Sales leaders manually review Looker dashboards daily, then manually create follow-up tasks in Salesforce when pipeline coverage or velocity metrics declinecreating 24-48 hour response delays and missed deal opportunities.

Solution: Automated Looker threshold monitoring + real-time Salesforce task creation + opportunity owner assignment + Slack alert routing + automated escalation workflows.

Marketing Operations

61% reduction in report distribution timeautomatically push Looker campaign performance data to HubSpot and trigger budget reallocation workflows.

Scenario: Marketing ops teams export Looker reports weekly, manually update campaign budgets in HubSpot and Google Ads, and email performance summaries to stakeholderscreating stale data, budget misallocation, and reporting bottlenecks.

Solution: Scheduled Looker data extraction + automated HubSpot campaign updates + real-time budget reallocation triggers + Slack performance digest automation + executive dashboard sync.

Finance & RevOps

72% faster financial closesync Looker revenue metrics to NetSuite, Workday, and data warehouses with automated variance alerts and audit trails.

Scenario: Finance teams manually reconcile Looker revenue dashboards with NetSuite, export variance reports to Excel, and chase down discrepancies across systemsextending close cycles and creating audit exposure.

Solution: Bi-directional Looker-NetSuite sync + automated variance detection + real-time reconciliation workflows + audit trail generation + executive reporting automation.

Looker Integration Capabilities

Looker no code integration and automation

Turn analytics into automated action across your tech stack

Trigger workflows from Looker metric thresholds, anomalies, and scheduled queries
Embed live Looker dashboards and visualizations in CRM, collaboration, and operational apps
Bi-directional data syncwrite back from operational systems to Looker data sources
Automate report distribution via email, Slack, Teams, and mobile notifications with dynamic filtering
Connect Looker to 500+ appsCRM, marketing automation, finance, data warehouses, and collaboration platforms

ROI Benefits List

Measurable business impact from Looker automation

Eliminate 15-20 hours per week of manual report generation, export, and distribution
Reduce decision latency by 70%trigger actions from insights in minutes instead of days
Improve data accuracy by 89%eliminate copy-paste errors and version control issues
Accelerate financial close by 40%automate reconciliation and variance reporting workflows
Increase dashboard adoption by 3xembed Looker insights where teams already work

Looker Integration Leader

David Hrynk

Director of Program Management

“Having our global teams all working from the same page is critical to our success. Put It Forward exceeded way beyond where others died.”

Uma Asthana

Director of Operations and Technology

“What you just did for our teams' productivity and how we work was magic - you guys are rock stars, I’m truly blown away”

Udo Waibel

CTO

“Put It Forward takes us where no others could - we struggled for years with an enterprise data story - this solved it across the board”

Sarika Saoji

Marketing Platform Technologist

“For me when our internal teams tried to replicate the Put It Forward technology that was when the pin dropped … these are really smart people”

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Why Teams Choose Integration Designer Over Code, RPA, and File Drops

The Only Option Built for Governed, Multi‑System Integrations

19 integration features that matter most when choosing between code, RPA, connectors, and file transfers.

Capability	Put It Forward	Code/Middleware	RPA	Vendor Connector	Bulk File Transfer
Architecture & Scale
No Code Solution	Yes, Native	No	Scripts	Limited	No
Bi-Directional Integrations	Yes, Full	Build	NA	Limited	NA
Data Transformations (with validation)	Yes, Native	Build	No	No/Fixed Mapping	Limited
Data Persistence / State Management	Yes, Native	No	No	No	N/A
API Gateway Compatible	Yes	Build/3rd Party	No	No	No
Service Integration	Yes, Native	Yes, Build	No	No	N/A
Secure On-Premise Integration	Yes, Native	Requires Special Config/No	No	No	No
Intelligence & Automation
Custom Business Rules	Yes, Full	Limited	Limited to scripts	No	No
Process Automation & Orchestration	Yes, Full	Limited	Scripts	Not focused	No
Process Mining	Yes, Embedded	No	No	No	No
AI Agents (Integrated)	Yes, Native	Limited, Build	Scripted	No	No
Governance & Operations
Integrated Data Governance	Yes, Native	No, 3rd Party	Not Focused	Not Focused	No
Error Capture and Correction	Yes, Full	Limited, Build	No, Scripted	No	Not Focused
Integration Reporting, Analytics and Alerts	Yes, Native	Limited	N/A	Limited	No
Audit Reporting and Analytics	Yes, Full	No, Limited	No	No	Limited
Full API Access and Support	Yes, Native	Yes, Build	No, Limited	No	N/A
Implementation support	Yes, Full	Self Funded/SoW	Self Funded/SoW	Self Funded/SoW	Self Directed
Partner API Roadmap Alignment	Yes, Supported	No	No	No/Lagging	NA

The intelligent decision automation playbook for revenue, operations and IT

IDC Put It Forward Next Generation Business Requirements

Take A Tour Of How The Integration Designer Works

Put It Forward - Integration Designer Demo Tour

You'll see in this scenario the Put It Forward Integration Designer connecting two best-of-breed systems together.

Work with standalone configuration-based connectors which can be included in the Process Designer
Set the integration interval from real-time to intraday
Create business rules and event triggers for seamless execution

Integration Designer Auto Data Mapper

Put It Forward's Composable Integration Auto Data Mapper is a powerful tool for streamlining and automating the data integration process.

AI algorithms automatically map fields between integrated systems and services
Reduce manual effort and time needed to be productive
Always stay ahead by taking advantage of the latest API changes

Conversational AI Agents

Discover how Put It Forward's AI-powered Integration Designer uses conversation to simplify complex business rule creation.

Convert complex business rules from natural conversation into functions
Go faster without having to learn how Put It Forward works at an expert level
Reduce the costs of IT and increase the quality of your data

2-Day Integration and Automation Enhancement, Not 2-Month Projects

Put It Forward Workday ServiceNow Integration Project Plan

Get your custom demo

We all implement new technology; a transformation or automation project can be simple, targeted, or enterprise-wide.

Accelerate time-to-value and reduce risk with a proven integration plan.

Our proven methodology ensures low-risk, high-impact integrations. Most clients see measurable ROI in the first year accelerated by best practices and enterprise-grade support.

Most clients see improved integration automation performance within 48 hours
Zero disruption guarantee - No downtime to existing systems, pipelines or data loads

Implementation timeframes depend on scope and complexity:

Hour 1-2: Configure connection source and destination
Hour 2-36: Business rule configuration and validation
Hour 36-48: Full deployment

Put It Forward Looker Integration and Automation Resources

Guide to Agentic Workflows

This guidebook gives Integration Designer users a practical roadmap to implement AI agentic workflows, integrating intelligent automation and predictive analytics, to optimize business processes and decision-making.

Guide to Agentic AI Workflows

Process Automation vs. Orchestration

With increasing workloads across the organization, this discussion walks you through the right time to use process automation or an orchestration solution for integration.

Discover Automation vs. Orchestration

How to real time data integration for Databricks users

Real-Time Integration Best Practices

Integration Designer users will learn practical best practices to automate, scale, and secure real-time data integration and automation for instant, unified insights and agile business operations.

How To: Real Time Data Integration

What You Should Do Next

Get My Personalized IT Automation Demo:

Discover how leading IT teams are slashing manual work by 80% and accelerating digital transformation with Put It Forward. See real use cases, ROI, and outcomes tailored to your environment. No sales pitch, just actionable insights.

Get A Personalized Demo

Key IT Transformation and Leadership Assets

Revenue Operations IT Intelligent Automation Playbook

Revenue, Operations and IT Playbook

Discover practical strategies and real-world benefits of intelligent automation to streamline IT operations, integrate data, and drive business transformation.

Get My IT Automation Playbook

Buyer Guide For Intelligent Automation

Get expert guidance on evaluating, selecting, and deploying intelligent automation solutions to maximize IT transformation, efficiency, and business impact.

Get My Intelligent Automation Buyer Guide

How PIF's Architecture Works

Step through the architecture of Put It Forward; by the end of this video, you'll understand the platform, its components, and how it makes a difference in the enterprise.

Looker Integration – Frequently Asked Questions (FAQs)

How quickly can we integrate Looker with Salesforce, HubSpot, and our data warehouse?

Put It Forward provides pre-built Looker connectors and templates for Salesforce, HubSpot, Snowflake, BigQuery, and 500+ other systems. Most organizations go live with core integrations in 2-5 days, with complex multi-system workflows launching in under 2 weeks.

Can we trigger automated actions in other systems when Looker metrics change?

Yes. Put It Forward enables threshold-based automationwhen Looker metrics cross defined values, automatically create tasks in Salesforce, send Slack alerts, update HubSpot campaigns, or trigger approval workflows. Complex conditional logic and multi-step automation are fully supported.

How do you handle Looker API rate limits and large data extracts?

Put It Forward automatically manages Looker API throttling, batches large queries, and optimizes extract schedules to prevent rate limit errors. Intelligent caching and incremental sync ensure reliable, performant data flows even with high-volume dashboards and complex queries.

Can we embed live Looker dashboards in Salesforce, Teams, or internal portals?

Absolutely. Put It Forward enables secure embedded Looker visualizations with SSO authentication, row-level security, and dynamic filteringallowing teams to access live analytics within their daily workflow tools without switching contexts or managing API complexity.

How do you ensure data security and compliance when syncing Looker data?

Put It Forward uses OAuth 2.0 authentication, encrypts data at rest and in transit, and maintains SOC 2 Type II and ISO 27001 certification. Full audit logging tracks every data access, query, and sync for HIPAA, GDPR, and SOX compliance. Role-based access controls map Looker permissions to downstream systems.

Can we write data back from operational systems into Looker's underlying data sources?

Yes. Put It Forward supports bi-directional sync, allowing you to write enriched data from CRM, marketing, and operational systems back to your data warehouse or databaseensuring Looker dashboards reflect the most current operational context and user-generated updates.

What is the typical ROI timeline for Looker integration automation?

Most customers achieve measurable ROI within 30 daysincluding eliminated manual reporting hours, faster decision cycles, and reduced data errors. Break-even typically occurs within 2-3 months, with ongoing time savings of 15-20 hours per week per analytics or ops team member.

Automate Looker Analytics Across Your Enterprise Stack

Connect Looker dashboards to operational systems and trigger actions from insightseliminating manual reporting and accelerating decision velocity.