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.
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.
Configure your workflow with the perfect pair
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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.
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."
Ease collaboration between high-velocity teams with Unito
"Unito really allows for a seamless workflow in a business to business context. It's fundamentally changed the way our growth team interacts with our subject matter experts."
Unito syncs the following Salesforce work items:
| Task fields |
One-way
|
Two-way
|
|---|---|---|
|
Account
|
||
|
Autonumber (custom field)*
|
||
|
Checkbox (custom field)*
|
||
|
Created at
|
||
|
Currency (custom field)*
|
||
|
Date (custom field)*
|
||
|
Datetime (custom field)*
|
||
|
Comment
|
||
|
Number (custom field)*
|
||
|
Due date
|
||
|
Email (custom field)*
|
||
|
Is closed
|
||
|
Last modified date
|
||
|
Name
|
||
|
Percent (custom field)*
|
||
|
Phone (custom field)*
|
||
|
Picklist (custom field)*
|
||
|
Priority
|
||
|
Status
|
||
|
Text (custom field)*
|
||
|
Textarea (custom field)*
|
||
|
Subject
|
||
|
Url
|
||
|
Url (custom field)*
|
||
|
Contact/lead
|
* Custom fields are only available with certain Unito plans. Visit our pricing page for more information.
See everything Unito's Salesforce integration can do in the Unito Help Center.
