Microsoft Excel and Salesforce Integration
Keep Microsoft Excel and Salesforce in sync with Unito
Unito integrations are quick to set up, easy to configure, and require zero code.
Start syncing in minutes
When a row is found in Microsoft Excel, create a task in Salesforce and keep both in sync.
When a row is found in Microsoft Excel, create a contact in Salesforce and keep both in sync.
When a row is found in Microsoft Excel, create an opportunity in Salesforce and keep both in sync.
When a task is found in Salesforce, create a row in Microsoft Excel and keep both in sync.
When a contact is found in Salesforce, create a row in Microsoft Excel and keep both in sync.
When an opportunity is found in Salesforce, create a row in Microsoft Excel and keep both in sync.
Powerful features out of the box
Live sync
Receive new data and updates from your tools in real-time.
Rules
Use flexible rules to determine what gets synced between tools.
Historical data
Choose to sync data going back weeks, months and even years with one click.
2-way
Share data back and forth between tools-without risk of duplicates or an infinite loop.
Field mapping
Link related fields between tools, including comments, assignees, and attachments.
Enterprise security
Unito is SOC 2 Type 2 certified with strict security measures to protect customer data.
