How to Quickly Set up a Trello-Salesforce Integration With Two-Way Updates – Unito
Share task details between Trello and Google Calendar with Unito’s automated 2-way sync.
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 […]
How To Set Up a No-Code Salesforce-Smartsheet Integration
This tutorial will show you how to connect Salesforce objects to Smartsheet that works as effectively for one user as it does scaling for larger teams. The end goal here is to set up a […]
Ultimate Guide to Salesforce Opportunities
Salesforce Opportunities allow sales teams to track potential deals until they turn into successful sales. Here’s how.
How To Set Up a No-Code Salesforce-ServiceNow Integration
Here’s how to configure a no-code 2-way flow that turns Salesforce cases into ServiceNow incidents and back without scripts or spokes.
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 Set Up a No-Code Jira SM-Salesforce Integration
Here’s how to quickly sync Jira Service Management to Salesforce in minutes flat through Unito’s 2-way no-code integration for business users.
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 Set Up a No-Code Salesforce-Wrike Integration
You can integrate Salesforce + Wrike without writing a single line of code through Unito’s 2-way automated solution for professional services.