Salesforce Two-Way Integration

Establish deep two-way workflows between the apps and tools you use. Unito syncs tasks, contacts and opportunities back and forth between Salesforce and your other work software based on simple rules and filters set by you.

Example rules for a Salesforce sync

Two-way integrations between Salesforce and your other tools

Unito connects your Salesforce organizations, organizations and organizations with your other tools and keeps everything in sync. New tasks, contacts, opportunities and their updates flow seamlessly back and forth between Salesforce and the rest of your stack.

Define how and what information is synced

You determine exactly what information flows from your Salesforce organizations, organizations and organizations to other tools and vice-versa. Create rules and filter organization tasks, organization contacts and organization opportunities based on your requirements, so only the right information is shared. Then, define how fields are mapped between your tools, so everything is always where you need it to be.

"As a new user, I've spent hours trying to build a zap, while with Unito I spent 20 minutes building the exact same thing."

Juli Durante , Director of RevOps Services @ Impulse Creative

Ease collaboration between high-velocity teams with Unito

Learn how Indigenous Pact was able to break down the barriers created by their work management tools, and how they simplified the collaborative process required to deliver their work to clients in need.

Read the case study

Unito syncs the following Salesforce work items:

Task fields One-way icon: info Two-way icon: info
Account icon: info
Autonumber (custom field)* icon: info
Checkbox (custom field)* icon: info
Created at icon: info
Currency (custom field)* icon: info
Date (custom field)* icon: info
Datetime (custom field)* icon: info
Comment icon: info
Number (custom field)* icon: info
Due date icon: info
Email (custom field)* icon: info
Is closed icon: info
Last modified date icon: info
Name icon: info
Percent (custom field)* icon: info
Phone (custom field)* icon: info
Picklist (custom field)* icon: info
Priority icon: info
Status icon: info
Text (custom field)* icon: info
Textarea (custom field)* icon: info
Subject icon: info
Url icon: info
Url (custom field)* icon: info
Contact/lead icon: info

* Custom fields are only available for Team plans and up. Visit our pricing page for more information.

Learn all about our Salesforce integration's limitations, customization options, and more in the Unito Help Center.