Salesforce Two-Way Integration

With Unito's two-way Salesforce integration, establish deep connections between Salesforce and any other tools you use. Unito's bi-directional flows go beyond simple one-way automation, making sure all information syncs in real-time across tools whenever there's an update. Unito supports Salesforce tasks and contacts.

Two-way integrations between Salesforce and your other tools

Unito connects your Salesforce organizations and organizations with your other tools and keeps everything in sync. New tasks, contacts and their updates flow seamlessly back and forth between Salesforce and the rest of your stack.

Define how and what information is synced

You determine exactly what information flows from your Salesforce organizations and organizations to other tools and vice-versa. Create rules and filter organization tasks and organization contacts based on your requirements, so only the right information is shared. Then, define how fields are mapped between your tools, so everything is always where you need it to be.

"As a new user, I've spent hours trying to build a zap, while with Unito I spent 20 minutes building the exact same thing."

Juli Durante , Director of RevOps Services @ Impulse Creative

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Ease collaboration between high-velocity teams with Unito

Learn how Indigenous Pact was able to break down the barriers created by their work management tools, and how they simplified the collaborative process required to deliver their work to clients in need.

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Unito syncs the following Salesforce work items:

Task fields One-way icon: info Two-way icon: info
Account icon: info icon: checkmark Supported
Created at icon: info icon: checkmark Supported
Comment icon: info icon: checkmark Supported icon: checkmark Supported
Due date icon: info icon: checkmark Supported icon: checkmark Supported
Is closed icon: info icon: checkmark Supported
Last modified date icon: info icon: checkmark Supported
Name icon: info icon: checkmark Supported
Priority icon: info icon: checkmark Supported icon: checkmark Supported
Status icon: info icon: checkmark Supported icon: checkmark Supported
Subject icon: info icon: checkmark Supported icon: checkmark Supported
Url icon: info icon: checkmark Supported
Contact/lead icon: info icon: checkmark Supported

Learn all about our Salesforce integration's limitations, customization options, and more in the Unito Help Center.