Search Results for: workflow

HubSpot and Salesforce: An Expert on When To Choose and When To Integrate

HubSpot and Salesforce are two of the most popular platforms for CRM and marketing automation. So how do you pick the right one?

Logos for Smartsheet, representing a guide to Smartsheet alternatives.

The 8 Best Smartsheet Alternatives

Smartsheet is a robust tool that combines the flexibility of a spreadsheet with project management features. Still, it isn’t always the best option. Here are some alternatives.

Red mushrooms from Mario Brothers, representing the best Trello Power-Ups

The 24 Best Trello Power-Ups

Want to get more out of your Trello board? With the right Power-Up, you can turn Trello into a custom solution for your use case. Here are some of the best Trello Power-Ups out there.

A screenshot of a woman reaching for an envelope with a paint roller, representing reporting automation tools.

10 of the Best Automated Reporting Tools

Some of the best reporting automation tools include Funnel, Tableau, Zoho Analytics, and Swydo. Here’s our breakdown of each one, how much they cost, and who they’re best suited for.

How to Create an Effective Marketing Dashboard in GA4

Master the G4 migration with our step-by-step guide to creating effective marketing dashboards in Google Analytics 4. Learn the differences from UA, why G4 dashboards are crucial, and which ones to create for targeted insights.

Best Salesforce Integrations

The 14 Best Salesforce Integrations

Salesforce integrations can transform the way your sales team works and make the difference between closing a deal and losing it.

Featured image displaying the logos of Salesforce and Trello in Unito's guide to setting up a simple Two-Way Sync

How to Quickly Set up a Trello-Salesforce Integration With Two-Way Updates – Unito

Share task details between Trello and Google Calendar with Unito’s automated 2-way sync.

Logos for Smartsheet and Excel, representing how to export Smartsheet to Excel.

How to Export Smartsheet Tasks to Excel (2 Methods)

Smartsheet is a great tool for managing projects, but sometimes you need that data in Excel. Here are two ways you can export Smartsheet to Excel.

Salesforce Case Management – Best Practices from A Service Cloud Consultant

Urgency is the name of the game when it comes to Salesforce case management in Service Cloud. The initial response time to a customer’s problem is the most crucial factor, often making the difference between […]

An illustration of a woman standing by a calendar,

How to Share a Google Calendar With Your Team (2 Methods)

Scheduling meetings of any kind without a shared calendar can be a pain. Learn how to skip the back and forth with a smarter, synced Google Calendar.

smartsheet integration

Smartsheet Integration Guides and Tutorials With 2-Way Sync

How’s your workflow’s IQ? Does your workflow power through any challenge you can throw at it or does it stumble right out the gate? Mixed metaphors notwithstanding, you need the top tools, the best techniques, and some agility to build dream workflows.

Here’s how you can do that with Smartsheet and Unito.