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