Salesforce is one of the top choices connecting with customers and prospects for companies around the world. With this tool, you get a CRM, a sales pipeline, and a digital marketing platform all in one. Businesses big and small use Salesforce to generate more leads, pinpoint their marketing efforts, and more.
But, like many tools, Salesforce can get in the way of collaborating with other teams. Sure, your sales team can do all of their daily work without leaving Salesforce, but that’s not necessarily true for other collaborators. Need to work a developer on a technical project? Maybe you’re contributing to a marketing campaign? Either way, someone is going to need to switch tools at some point.
With Unito, you get deep, two-way integrations that can cover your whole tool stack. Starting today, that includes Salesforce contacts, so all teams can know who the company is talking to, and when.
Keep Salesforce contacts synced with work items from 25 other tools
Rare are the tools that play nice with each other by default. That means working across tools creates a ton of manual work and lost time. Unless you find a solution. Many tools now offer native integrations with other platforms, but they don’t always fit your use case. Some only sync information in one direction, while others still require that you jump back and forth to get all the information you need.
With Unito’s integration for Salesforce contacts, you can sync contact information from Salesforce to the other tools in your stack, like Trello, Google Sheets, Notion, and more. Build a dedicated customer database in your spreadsheet tool of choice, populate work management tools with customer information, surface high-priority deals for other teams, and more. All with one tool.
Because Unito sync information in both directions by default, you can see all the data you need in both tools. Your sales teams can get updates from other teams without leaving Salesforce, and everyone can follow the sales process without leaving their own tool.
Get a full list of supported fields and other features in our Help Center.
Unito in 75 seconds
Essential features for Unito’s Salesforce integration
Field mapping customization
Field mappings are how Unito translates data from one tool to another. Unito automatically maps similar fields to each other, but did you know you can tailor your flows to your use case by customizing your field mappings?
Here are just a few ways you can customize field mappings to your use case:
- Deleting mappings: By deleting a mapping, you can keep some information from getting synced or re-map a field that’s already been mapped.
- Changing flow direction: Most fields will have changes synced back and forth by default. That said, you might want some fields — like comments — only going from one tool to the other.
- Creating new mappings: Missing a field mapping? You can add new mappings in just a few clicks. One common use case for this is populating the description footer in one tool with information from another.
While field mappings tell data where to go, rules restrict what actually gets through. The most common way to use rules is filtering information so you can control exactly how much of it syncs between tools. Here’s how Unito users like you are using rules in their workflows:
- Giving visibility to customers: SMG Bahamas, a construction and millwork company, uses rules to pull high-level information from multiple Trello boards and sync it to customer boards. That way, customers can see a summary of how a job is going without all the nitty-gritty details going on behind the scenes. The rules come into play when project managers add a specific tag to their Trello cards.
- Dispatching development work: The Taproom, an agency that builds Shopify solutions, uses Basecamp to manage agency work and Trello for development work. With rules, Basecamp to-dos specific to developers can get synced to the software team’s Trello boards so they can see their work without the noise.
- Keeping multiple departments in the know: ALPCO Recycling, which manages residential, commercial, and industrial recycling jobs, uses Trello to handle every part of that work. They use Trello’s labels to categorize jobs and to identify the ones that reach the follow-up stage. Unito’s rules make sure that adding one of these labels sends each Trello card to the right board.
Top tool combinations
Salesforce and a database tool
Build a single, enriched customer database and leverage your favorite database tool’s reporting, sorting, and filtering features. Here are some of the top database integrations you can pair with Salesforce:
Salesforce and a work hub
Some teams can go through a whole workday without leaving Salesforce, but that’s not the case for all teams. Sync Salesforce deals to your work hub to drive collaboration, improve dispatching, and more. Here are some of the top work hub integrations you can pair with Salesforce:
Salesforce and other tools
Does your sales team need to collaborate with developers? Maybe an important deal depends on the updates from a version control tool? Whatever your use case, Unito has an integration for you:
Ready to sync Salesforce contacts?
Try Unito for 14 days, absolutely free.