How to Sync Salesforce Opportunities With Tasks
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How to Sync Salesforce Opportunities with Tasks
Salesforce header

How to Sync Salesforce Opportunities with Tasks

This guide details the steps required to build a two-way integration between your board and Salesforce to sync tasks, opportunities, or contacts. Our walkthrough will demonstrate a sync between tasks and Salesforce opportunities specifically, but you can apply these same steps to sync other work items between your apps or tools.

Why sync Salesforce opportunities to

The quick, easy answer is: to stop copy-pasting details between opportunities, contacts and tasks yourself and keep apps automatically up-to-date in real-time.

Here some popular use cases for this Unito flow:

  • Send opportunity details from your CRM to a project management tool to get support from teams in other tools.
  • Consolidate contact details from various apps to a master source of truth in your CRM; or update those other apps with your master data – and keep it that way with a live 2-way sync.
  • Assign tasks from Salesforce to a freelancer in (or vice versa) without giving up access to the rest of your CRM.

Here’s what our Salesforce and windows look like after syncing our opportunities and tasks in Unito:

Salesforce integration with Unito 2-way sync

Before we connect and Salesforce to Unito

Add Unito to your workspace

  1. Login to your account
  2. Then, select Board Power-Ups > Apps Marketplace
  3. Type Unito in the search field
  4. Click on the Unito app, then Add to your account
  5. Now, hit Install, verify your workspace and board and Add Feature
  6. Authorize then Authorize again (the first button authorizes in Unito, while the second authorizes Unito in
  7. Click Got it.

Step 1.  Add your board to Unito and connect Salesforce

  1. Continue from or navigate to the Unito App and select +Create Flow.
  2. Select Start Here to connect your board and Salesforce.
  3. Choose the accounts you want to connect.
  4. When you connect each tool for the first time, make sure to authorize both in Unito in order for your tasks, opportunities, or contacts to sync properly.
  5. Specify which account, board, and project you wish to sync through Unito. Here is an example of our completed tool connection screen:
In our demo we synced opportunities from Salesforce to a support team working in

When you’re ready, click Confirm.

Step 2. Pick how tasks, opportunities or contacts are created between and Salesforce

Here you can decide whether to automate creation of work items (tasks, opportunities, or contacts) in, Salesforce, or both based on activity in either app. Later, we can tell Unito to keep those work items in a two-way, real-time sync.

In our demo, we’ve set a one-way sync from Salesforce to so that new or historical opportunities in that match our criteria in Step 3 will appear in our board, synced in real-time.

Step 3. Set conditions for how tasks, opportunities, or contacts sync between Salesforce and

Unito allows you to set customizable rules to filter out specific work items between and Salesforce. So if you only want a specific subset of tasks, opportunities, or contacts to appear in your other tool, you can decide that here.

If you’re syncing Salesforce Opportunities, you could follow the example above and filter by stage. In our case, any opportunities that are in negotiation/review will be synced so our support team can jump in.

You can filter by most fields, although some are more effective than others. Fields with single or multiple-select options are best since Unito can identify them all. Variable fields with infinite options, such as user names which can always be added or removed from your system, can only be set to “any” or “empty” triggers, which means if the field has any value in it, it will sync and won’t if it doesn’t.

Here we’ve created a board specifically to receive tasks from Salesforce users. We called it “Incoming from CRM” so our support team can identify those tasks easily.

As you can see above, you can also tell Unito where to put those newly-synced work items as soon as they appear in your other tool. Find out more about setting rules.

Step 4. Pick fields to sync between Salesforce and

When you first open this screen, you should see two options. If you select Auto-map, Unito will pre-populate a list of suggested field mappings which you can then adjust. If you know exactly how you want your fields mapped, Start from scratch.

Your fields will be automatically mapped for two-way updates, but you can adjust them as needed. With a one-way sync between fields, only the destination field will update automatically when you make changes in the source field.

Now, select + Add mapping to sync additional fields. To do so, click Select a field. After you’ve chosen a field in the first board, Unito will suggest compatible matches in the second after you click on the drop-down menu.

In our demo we’ve chosen a few basic, yet relevant details to sync from Salesforce to so our support team gets a sense of what’s needed without additional context.

Since each field in can be named by the user, we recommend choosing names that are intuitive when matching them up with fields in Salesforce.

Hit Confirm to proceed.

Find out more about setting field mappings.

Step 5. Save, close, and launch your to Salesforce sync

And that’s it! You’ve just completed our walkthrough to connect Salesforce with to sync tasks, opportunities or contacts with Unito. Congratulations! If you have any questions, don’t hesitate to reach out to our team by clicking the little chat box in the lower-right corner of your screen.

What’s next?

Learn more about our Salesforce opportunities integration here. You can also Duplicate this flow to sync more tasks, opportunities, or contacts between Salesforce and Or you can connect boards with a range of other tools including:

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