Salesforce + Microsoft Excel Integration, Live Two-Way Sync

Integrate Salesforce with Microsoft Excel

Connect Salesforce and Microsoft Excel with Unito's two-way workflow solution that automatically syncs Salesforce tasks, contacts and opportunities with Microsoft Excel rows in real-time!

Connect Salesforce and Microsoft Excel with a simple 2-way workflow to keep teams aligned

Automatically create work items between Salesforce and Microsoft Excel that stay bidirectionally synced in real-time.

When a task is found in Salesforce, create a row in Microsoft Excel and keep both in sync.

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When a contact is found in Salesforce, create a row in Microsoft Excel and keep both in sync.

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When an opportunity is found in Salesforce, create a row in Microsoft Excel and keep both in sync.

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When a row is found in Microsoft Excel, create a task in Salesforce and keep both in sync.

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When a row is found in Microsoft Excel, create a contact in Salesforce and keep both in sync.

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When a row is found in Microsoft Excel, create an opportunity in Salesforce and keep both in sync.

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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.