Cloudwerx.tech | A Unito Customer Success Story
Patrick Castro, Anel Behric, and Caty Hernissey keep a busy sales team connected to their solutions engineers with Unito's real-time, 2-way integration between Salesforce and Jira.
Salesforce two-way integration
Establish deep two-way workflows between the apps and tools you use. Unito syncs all standard and all custom objects back and forth between Salesforce and your other work software based on simple rules and filters set by you.
Configure your workflow with the perfect pair
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Stay in sync with 2-way integrations
Unito syncs tasks, contacts and opportunities back and forth between Salesforce and your other tools out-of-the-box.
Share the right information in the right place
Personalize your integration by choosing which details to sync. Pair up individual fields any way you want to enjoy the freedom of flexibility.
Sync historical data as far back as your tools allow
Unito doesn't just sync new data, it also gives you the option to sync all historical data that matches your rules.
Stay in the loop with live updates
When information changes in one place, Unito automatically updates your synced data in another in real-time.
Choose what syncs and what doesn't
Control how your information syncs and where it goes with fully configurable rules that let you separate the data you need from the data you don't.
"Absolutely love the two way sync. Hands down the most amazing feature. It allows our pipeline to run seamlessly from Sales to Engineering, while ensuring everyone is on the same page in Salesforce and Jira. Unito's customer service is absolutely amazing as well. It's very easy to set up and get everything running.
Without Unito, we would have relied on many manual processes and there would be a huge gap between sales and engineering."
How Cloudwerx saved $300k per year with Unito's Salesforce integration
”When you're dealing with hundreds of records at a time, right. That turns into 500 minutes, maybe 600 daily. I can't imagine it being any less than five hours a day! I found Unito incredibly easy to use.”
Salesforce field types supported by Unito
Unito syncs all Salesforce standard objects and custom objects. Within these, Unito supports a range of Salesforce fields for various use cases. As these would be too numerous to list, below we've provided a list of supported Salesforce field types. Visit our knowledge base for more information about Unito's Salesforce integration.
Visit our knowledge base to learn more about Salesforce custom field types supported by Unito
| Field type |
One-way
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Two-way
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|---|---|---|
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Auto number
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Boolean
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Currency
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Date
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Date/time
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Double
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Email
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Id
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Percent
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Phone
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Picklist
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Reference
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String
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Text
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Url
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Please note: Salesforce fields marked as ‘read-only’ can only be synced one-way from Salesforce to the other tool in your Unito flow.
See everything Unito's integration for Salesforce can do in the Unito Help Center.
