Salesforce Case Management – Best Practices from A Service Cloud Consultant
Urgency is the name of the game when it comes to Salesforce case management in Service Cloud. The initial response time to a customer’s problem is the most crucial factor, often making the difference between […]
CRM and Pipeline Management for Content Marketers: Measuring Success with Lauren Lang
How does content marketing impact an organization’s success? How should content marketers think about CRM and pipeline management? These questions are hotly debated across channels where marketers gather to discuss strategies and tactics for helping […]
Ultimate Guide to Salesforce Opportunities
Salesforce Opportunities allow sales teams to track potential deals until they turn into successful sales. Here’s how.
The Ultimate Guide to Salesforce Contacts
Salesforce contacts allow your team to centralize contact information for their sales and marketing efforts. Here’s how that works.
How to Set Up a Salesforce→Outlook Integration (2 Methods)
Need a Salesforce to Outlook integration? Here are the two best methods for setting this up, including a 2-way sync solution.
How to Integrate Salesforce Asana with Automated 2-Way Updates
Here’s how you can sync Salesforce and Asana easily with a no-code 2-way integration in just minutes flat to align sales and marketing.
How to Sync Trello Cards and Airtable Records with Automated 2-Way Updates
Learn how to sync Trello cards with Airtable records through Unito’s two-way no-code integration for professionals.
How to Sync HubSpot to Airtable with Automated Updates
Here’s how to build a report in Airtable based on HubSpot data by syncing tasks, deals, contacts and more with Unito’s 2-way sync.
How to set up a Salesforce Google Sheets integration with 2-way sync
Here’s a quick step-by-step guide to sending Salesforce data into a spreadsheet automatically with Unito’s 2-way integration.
Webinar: How to sync live marketing data to Google Sheets
Watch Unito product specialists create a live sync between Facebook Ads, GA4, and Google Ads with Google Sheets.
How To Set Up a No-Code Asana-HubSpot Integration
A few simple steps and you can connect HubSpot to Asana and automatically keep tasks, deals or tickets in 2-way sync for sales or marketing.