Integrate Salesforce with Microsoft Excel
Sync updates in real-time between tasks, contacts or opportunities and rows.
Unito lets you turn Salesforce tasks, contacts or opportunities into Microsoft Excel rows and vice-versa with automated 2-way updates.
Connect Salesforce and Microsoft Excel with automated 2-way updates
When a task is found in Salesforce, create a row in Microsoft Excel and keep both in sync.
Sign up nowWhen a contact is found in Salesforce, create a row in Microsoft Excel and keep both in sync.
Sign up nowWhen an opportunity is found in Salesforce, create a row in Microsoft Excel and keep both in sync.
Sign up nowWhen a row is found in Microsoft Excel, create a task in Salesforce and keep both in sync.
Sign up nowWhen a row is found in Microsoft Excel, create a contact in Salesforce and keep both in sync.
Sign up nowWhen a row is found in Microsoft Excel, create an opportunity in Salesforce and keep both in sync.
Sign up nowGet started with these dedicated Salesforce + Microsoft Excel resources for Unito users
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How Unito works
Connect
Connect the tools your team relies on every day. Unito supports dozens of integrations, with more being added monthly. And they're all two-way by default, meaning information can flow back and forth in real-time.
Craft
Craft your ideal workflow, customized to your needs. Unito supports more fields — like assignees, comments, custom fields, attachments and subtasks. You can also map fields and build flexible rules to perfectly suit your use case.
Launch
Launch and reap the rewards. Get accurate info in the right place, at the right time, save hours on busywork, and align your team — giving them the freedom to focus and achieve more than ever.
About Salesforce
Salesforce is a powerful CRM platform and suite of applications designed to help businesses manage and automate customer relations, sales activities, and business processes. Analyze customer data, build relationships with customers, develop strategies for success and more.
Learn more about Unito's Salesforce integrations.Popular Tool Pairings
About Microsoft Excel
The original spreadsheet platform, Microsoft Excel enables users to store data in rows and columns, as well as perform calculations, create graphs, and analyze key information. Excel enables users to present complex data in simple charts and graphs to make analysis easier.
Learn more about Unito's Microsoft Excel integrations.Popular Tool Pairings
