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Choose the tool you’re using or browse our resource library to simplify your sales operations workflows. We’ll be adding more templates and content soon, so check back often.
Connect your reps in Salesforce directly to a professional services manager in Wrike with this two-way flow.
Sync Wrike Tasks with Google Sheets rows to populate tables with active project data in real-time.
Connect HubSpot with Trello to sync cards and deals, tasks, or tickets.
Request support from other teams, assign tasks remotely, or collaborate seamlessly between Salesforce and monday.com
Learn how to sync monday.com boards to HubSpot deals, tasks, or tickets with Unito.
Learn how to set up a two-way sync between Asana and monday.com to harmonize tasks.
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.
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.
Send all your Google Contacts to a single database in Notion.
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.
Every time a row is added in either Microsoft Excel or Google Sheets, a matching row will appear in the other specified to your filters and field mappings.
Share task details between Trello and Salesforce to delegate work to external contacts with Unito’s automated 2-way sync.
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 deals from HubSpot to Asana tasks. The same principles apply to other CRMs and project management tools.
Here are a few steps you can take to turn Notion into the custom CRM your teams need.
Streamline lead lifecycle management by syncing contacts between Pipedrive and Mailchimp.
Unito offers multiple pricing plans to meet the needs of any team and any workflow. Start your free trial and find the features that work for you.