CRM resources for any use case

Choose the tool you’re using or browse our resource library to simplify your CRM workflows. We’ll be adding more templates and content soon, so check back often.

Click through the buttons below to filter templates by team, or click All to see our entire library.

Create Trello Cards Based on HubSpot Deals, Tasks, or Tickets


Connect HubSpot with Trello to sync cards and deals, tasks, or tickets.

Sync Salesforce opportunities, tasks, or contacts with

Request support from other teams, assign tasks remotely, or collaborate seamlessly between Salesforce and

Sync HubSpot Deals, Tickets, or Tasks with Boards

Learn how to sync boards to HubSpot deals, tasks, or tickets with Unito.

Create Follow-up Tasks in From a Notion CRM

Learn how to use a custom CRM in Notion to assign tasks in with Unito's two-way sync.

Learn More About Unito’s Activity Stream

All tools

This feature keeps track of all activities across your workspace in 24-hour increments, including: a timestamp, activity type, updated fields, status, original and updated work items, a link to your flow and associated workflow.

[Template] Create a Contacts Database in Notion

NotionGoogle Contacts

This database turns a Google Contact's most important fields into columns, so you can track crucial data without jumping back and forth between tools.

Export Google Contacts to a Spreadsheet

Google ContactsGoogle SheetsMicrosoft Excel

Every time you add a new Google Contact, Unito will automatically sync selected data to a new row in a Google Sheets or Microsoft Excel Spreadsheet.

Sync Salesforce Tasks With Trello Cards


Share task details between Trello and Salesforce to delegate work to external contacts with Unito’s automated 2-way sync.

Simplify Sales Reporting by Syncing Google Sheets With a CRM

Google Sheets

Learn how to build an automated sales report by syncing Google Sheets with your CRM, and remove the burden of manual updates from your team.

Sync HubSpot Deals With Asana Tasks


Sync deals from HubSpot to Asana tasks. The same principles apply to other CRMs and project management tools.

[Template] Create a CRM in Notion

NotionMicrosoft Outlook

Here are a few steps you can take to turn Notion into the custom CRM your teams need.

Create a CRM in Google Sheets

Google SheetsMicrosoft Outlook

Here's how you can use Unito to build a CRM in Google Sheets by syncing Outlook contacts to it automatically.

Turn Trello Into a CRM by Syncing Google Contacts

TrelloGoogle Contacts

Sync Google contacts to a Trello board and build your own custom CRM. All it takes is a few clicks.

Sync Mailchimp Contacts to an Enriched Contact Database

MailchimpNotionAirtableGoogle Sheets

Sync contacts to an enriched database from which everyone can contribute to your campaigns.

Transfer New Google Contacts To Salesforce

Google ContactsSalesforce

Not all your contact information starts in Salesforce, but it can all end up there. Without any manual work. Here's how Unito makes it happen.

Sync Pipedrive and Mailchimp Contacts


Streamline lead lifecycle management by syncing contacts between Pipedrive and Mailchimp.

Case Study: Bridging the Gap Between HubSpot and ClickUp


“In just two weeks of using Unito, I’ve seen more HubSpot work getting crossed off and completed. We got an immediate sense of the difference.” - Milan Soekhai, Digital Marketing Manager at Krijgsman Retail Services.

[Template] Generate Dynamic Progress Reports With Google Sheets

Google Sheets

Excited about our Google Sheets integration? Here's a template purpose-built for syncing information from tasks from your work tools into a progress report that lives in Google Sheets.