Unito Two-Way Sync

Salesforce and Wrike Integration: Deep, Bidirectional Sync

No-code bidirectional sync across all fields, hierarchies, and comments between Salesforce and Wrike. Enterprise-grade reliability with SOC 2 certified security.

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  • 4.5 on G2
  • SOC 2 Type 2

How teams connect Salesforce and Wrike

Pick the setup closest to yours. Wrike tasks sync with any native or custom Salesforce object.

  • Opportunities
    Items sync both ways between Salesforce and Wrike
    Tasks

    Kick off projects when deals close

    When an opportunity is found in Salesforce, create a matching task in Wrike and keep them in sync.

    Description and attachments sync both ways, so project teams open each new Wrike task with the scope and files sales gathered on the won opportunity.

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  • Cases
    Items sync both ways between Salesforce and Wrike
    Tasks

    Route customer requests to project teams

    When a case is found in Salesforce, create a matching task in Wrike and keep them in sync.

    Status and comments sync both ways, so account teams follow the Wrike task from the Salesforce case and update the customer without chasing the project team.

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  • Tasks
    Items sync both ways between Salesforce and Wrike
    Tasks

    Share tasks between sales and project teams

    When a task is found in either tool, create a matching task in the other and keep them in sync.

    Status and due dates sync both ways, so sales reps in Salesforce and project teams in Wrike work one list of customer follow-ups with the same deadlines.

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See every field Salesforce and Wrike support

Trusted by Fortune 500 companies and global brands

Watch Salesforce and Wrike sync both ways

This 3-minute demo builds a sync between two tools from scratch: pick what to sync, map the fields, then watch a change in one tool land in the other. Your fields will differ. The steps won't.

Demo video:
Salesforce and Wrike 2-Way Sync

Everything Unito syncs between Salesforce and Wrike

Choose which tool creates new items and which way each field syncs, so Salesforce opportunities can create Wrike tasks while description and attachments update both ways. Set rules on field values to decide which opportunities and tasks sync.

Salesforce

Supported object types

  • Tasks
  • Cases
  • Contacts
  • Accounts
  • Leads
  • Opportunities
  • + All native & custom objects

Also syncs

  • Comments
  • Attachments
  • Subtasks
  • Hierarchies
  • Rich text

Supported fields

Two-way

  • Subject
  • Status
  • Priority
  • Due date
  • Attachments
  • Comment

One-way (read only)

  • Account
  • Related to
  • Is closed
  • Contact/lead
  • Last modified date
  • Created
  • URL

Wrike

Supported object types

  • Tasks
  • + Custom item types

Also syncs

  • Comments
  • Attachments
  • Subtasks

Supported fields

Two-way

  • Title
  • Description
  • Status
  • Assignee
  • Due date
  • Start date
  • Comment
  • Duration
  • Effort
  • Importance
  • Subtask
  • Time spent
  • Attachment

One-way (read only)

  • Author
  • Created date
  • Task number
  • Updated date
  • Link to task
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Real-time data sync with full control, no coding required

Custom sync rules

Use intuitive rules (conditions or filters) to determine exactly what data to sync, such as opportunity stage, account owner, project status, folder, and more.

Deep field configurability

Configure your data flow field by field. Map any native or custom fields — including Salesforce custom fields and Wrike custom fields — and define flow direction for each, with item matching to prevent duplicates.

Full relationship support

Sync hierarchies and lookup fields across tools, keeping linked accounts, opportunities, line items, and Wrike folders and tasks fully intact across Salesforce and Wrike.

Historical data sync

Sync historical records from any point in time, across even the largest datasets. Unito is purpose-built for enterprise-scale alignment across all your tools.

Comment & attachment support

Sync comments and attachments across Salesforce and Wrike — including opportunity notes and project comments — so account teams and delivery PMs always have full context, wherever they work.

Live data transformation

Transform data in real time with transformers to combine fields, convert HTML to text, extract values, or apply custom string logic through JSON settings.

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Enterprise-grade sync without the enterprise-grade complexity

Connecting Salesforce and Wrike traditionally meant engineering hours and brittle scripts. Unito gives you bidirectional sync, hierarchy preservation, and enterprise security without the engineering tax.

Abstracted complexity

Connect Salesforce and Wrike with an intuitive, out-of-the-box solution that allows for full configurability of your integration. No custom logic, scripting, or engineering-led setup required.
Abstracted complexity

Lower total cost of ownership

Most iPaaS tools drive up cost with long rollouts and heavy upkeep. Unito lowers TCO with fast time to value, and no specialized headcount to maintain or scale integrations.
Lower total cost of ownership

Scalability and resilience

Maintain real-time data consistency across datasets of any size. Unito's auto-scaling, intelligent API throttling and automatic recovery ensure uptime even during peak loads and tool downtimes.
Scalability and resilience
Abstracted complexity
Lower total cost of ownership
Scalability and resilience

Enterprise-grade control and reliability

Unito is designed to meet the highest standards of security and performance.

AICPA SOC 2 for Service Organizations

SOC 2 Type 2 certified

GDPR and California Consumer Privacy Act compliance

GDPR and CCPA compliant

  • SSO
  • Secure from end to end
  • Access controls and flow permissions
  • Centralized monitoring tools
  • No data stored by Unito

See how teams succeed with Unito

See all case studies

See how you can sync Salesforce and Wrike with Unito

Book time with an integration expert who can help solve your specific workflow integration challenges.

What to expect

  • A 15-30 min call to assess your workflow and integration needs
  • A solutions overview of Unito’s sync platform
  • Hands-on help to get started and support your evaluation

Frequently asked questions about Salesforce and Wrike

How do I set up the Salesforce + Wrike integration?

Setup happens in Unito: connect your Salesforce and Wrike accounts, then choose which Salesforce records sync with which Wrike work. For each step, see our Salesforce + Wrike integration guide.

Can a closed-won opportunity create a Wrike project automatically?

It can create a Wrike task rather than a project: tasks are the Wrike object Unito syncs. A rule can limit the flow to opportunities with a given status, such as Closed Won, so only those create a linked Wrike task.

Does Wrike progress flow back to the Salesforce opportunity?

Yes. Wrike task status syncs two-way, and each field’s direction is set on its own, so updates on the linked Wrike task can flow back to the Salesforce opportunity. New comments added in Wrike carry across too.

Does the sync support Salesforce Opportunity Line Items?

Line Items aren’t among the Salesforce objects this sync lists. Opportunities, Accounts, Contacts, Cases and Tasks can sync with Wrike tasks, and subtasks are supported on both sides.

Does setting up the sync require Salesforce admin access or Apex?

No Apex or coding. Unito is point-and-click: field mappings and each field’s sync direction are set in Unito’s UI. Tool-specific admin or API steps can still add setup time for enterprise tools.

Is this true bidirectional sync or one-way automation?

Bidirectional. Case subject, contact names, and Wrike task title, description, status and assignee sync two-way. Flow direction and each field’s direction are set separately. For most connectors, comment sync carries new comments, not edits to synced ones.

Do custom fields map between Salesforce and Wrike, and in which direction?

Wrike custom fields of type Checkbox, Contact, Currency, Date, Dropdown, Duration, Multiple select, Numeric, Percentage and Text are supported. Mappings match by type, and each is set one-way or two-way, unless the other tool lacks an equivalent.

About Salesforce

Salesforce is the world's leading CRM platform, helping businesses manage customer relationships, sales pipelines, service cases, and marketing campaigns in one unified cloud environment.

Learn more about Unito's Salesforce integrations ↗

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About Wrike

Wrike is a collaborative work management platform built for cross-functional teams. It combines project planning, real-time collaboration, and resource management to help teams deliver work across departments.

Learn more about Unito's Wrike integrations ↗

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