SALESFORCE AND WRIKE INTEGRATION

Two-way sync between Salesforce and Wrike

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

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

Trusted by Fortune 500 companies and global brands

Sync anything between Salesforce and Wrike

Two-way sync across every field, hierarchy, and relationship.

Salesforce

Supported object types

Cases Opportunities Accounts Leads Contacts Campaigns + All additional native objects + All custom objects

Supported field types

String fields Number fields Datetime fields User fields Boolean fields Picklists Comments Currency Percent Double References IDs Attachments Full custom field support

Wrike

Supported task types

Tasks Projects Folders Records Databases Spaces

Supported field types

String fields Date/Time fields Number fields Boolean fields Linked items Durations Comments Attachments Full custom field support

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.

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.

SOC 2 Type 2 certified

GDPR and CCPA compliant

  • SSO
  • End-to-end encryption
  • Access controls and flow permissions
  • Centralized monitoring tools
  • No data stored by Unito

Turn closed-won deals into Wrike project plans on day one.

An opportunity hits Closed Won. The delivery PM finds out three days later, builds the Wrike project from a screenshot, and kickoff slips a week. Unito creates the Wrike project the moment the stage flips.

Schedule your free demo

Spin up Wrike projects from closed-won deals

Closed-Won opportunities create a Wrike project from a template. Account name, ARR, contract value, and contract date sync to Wrike custom fields. Delivery starts on day one.

Keep the account team in Salesforce, the PM in Wrike

Wrike task status, milestone dates, and percent complete sync back to Salesforce fields on the opportunity. The account team sees delivery progress without opening Wrike.

Preserve hierarchy from deal to delivery

Opportunity Line Items sync as Wrike folders. Each Line Item becomes a folder of tasks. Custom fields and picklists hold up both directions, no handoff copy-paste.

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

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

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

Frequently asked questions about Salesforce and Wrike

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

Yes. Flow rules trigger a Wrike project from a template when a Salesforce opportunity moves to Closed Won. Account name, contract value, and dates sync into Wrike custom fields.

Does Wrike progress flow back to the Salesforce opportunity?

Yes. Wrike status, milestone dates, and percent complete sync to Salesforce custom fields. The account team sees delivery progress on the opportunity without opening Wrike.

Does the sync support Salesforce Opportunity Line Items?

Yes. Line Items sync as Wrike folders or sub-folders. Hierarchy is preserved both ways. Custom field values map across, including picklists, dates, and lookups.

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

No. Field maps live in Unito’s UI. No Apex, no triggers, no Salesforce admin work to add or change a field map. Per-flow control over direction and timing.

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