Salesforce Two-Way Integration

With Unito's two-way Salesforce integration, establish deep connections between Salesforce and any other tools you use. Unito's bi-directional flows go beyond simple one-way automation, making sure all information syncs in real-time across tools whenever there's an update. Unito supports Salesforce tasks, contacts and opportunities.

Example workflows with 2-way Salesforce integrations
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 icon: checkmark Supported
Autonumber (custom field)* icon: info icon: checkmark Supported
Checkbox (custom field)* icon: info icon: checkmark Supported icon: checkmark Supported
Created at icon: info icon: checkmark Supported
Currency (custom field)* icon: info icon: checkmark Supported icon: checkmark Supported
Date (custom field)* icon: info icon: checkmark Supported icon: checkmark Supported
Datetime (custom field)* icon: info icon: checkmark Supported icon: checkmark Supported
Comment icon: info icon: checkmark Supported icon: checkmark Supported
Number (custom field)* icon: info icon: checkmark Supported icon: checkmark Supported
Due date icon: info icon: checkmark Supported icon: checkmark Supported
Email (custom field)* icon: info icon: checkmark Supported icon: checkmark Supported
Is closed icon: info icon: checkmark Supported
Last modified date icon: info icon: checkmark Supported
Name icon: info icon: checkmark Supported
Percent (custom field)* icon: info icon: checkmark Supported icon: checkmark Supported
Phone (custom field)* icon: info icon: checkmark Supported icon: checkmark Supported
Picklist (custom field)* icon: info icon: checkmark Supported icon: checkmark Supported
Priority icon: info icon: checkmark Supported icon: checkmark Supported
Status icon: info icon: checkmark Supported icon: checkmark Supported
Text (custom field)* icon: info icon: checkmark Supported icon: checkmark Supported
Textarea (custom field)* icon: info icon: checkmark Supported icon: checkmark Supported
Subject icon: info icon: checkmark Supported icon: checkmark Supported
Url icon: info icon: checkmark Supported
Url (custom field)* icon: info icon: checkmark Supported icon: checkmark Supported
Contact/lead icon: info icon: checkmark Supported

* 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.