Both a built-in Asana app and Unito can integrate with Salesforce. But which one should you choose? Get the full guide here.
Close the loop from sales to delivery with two-way sync
Automate the handoff from CRM to PM tool so post-sales starts with everything the deal already contains: account, line items, owner, region, and live status back to sales.
Trusted by Fortune 500 companies and global brands
The gap between sales closing and delivery starting is where deals stall
- Handoffs run on manual rekeying. Someone copies account, line items, and owner into a blank project by hand.
- Context drops on the way over. Nobody remembers exactly what was sold. Line items flatten. Custom fields disappear.
- Sales loses visibility once delivery starts. Where is the project? On track? Every answer requires pinging engineering.
"Unito allows our pipeline to run seamlessly from Sales to Engineering, while ensuring everyone is on the same page in Salesforce and Jira."
The benefits of connecting your CRM to your delivery tool
Live two-way sync closes the gap between sales and delivery. Post-sales starts with full context on the deal, and sales sees real-time delivery status without leaving the CRM.
Talk to salesKick off delivery on day one, not week two
Turn every closed-won deal into a fully seeded delivery project the moment it closes, so post-sales starts work instead of rebuilding context.
Mirror what you sold from CRM into delivery
Carry account, line items, quote details, and owner from the opportunity into the delivery project, so nothing scoped in sales gets lost in translation.
Give sales and leadership real-time delivery visibility
Mirror project status, blockers, and ETAs back into the CRM opportunity, so AEs answer "where is this deal?" without pinging engineering.
From closed-won to delivered, always in sync
Two
Way Sync
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See how teams succeed with Unito
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"Without a unified solution, we were spending as much time managing tools as we were working on the projects themselves"
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"Unito allows our pipeline to run seamlessly from Sales to Engineering, while ensuring everyone is on the same page in Salesforce and Jira."
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"Unito grants more visibility to executives and project managers. Syncing Jira and Wrike provided more clarity in our reporting and enables collaboration between teams."
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"We saved more than 40 hours a week after syncing Asana and Jira through Unito. Our engagement with the C-suite was far, far better than expected."
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"We're not just saving on licensing costs - we're reallocating time and resources. Tasks that used to take hours are now automated."
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"Unito allows to have the right project management tool and the right development tool so our teams can do what they need to do without changing the way they work."
Purpose-built for sales-to-delivery collaboration
Auto-seeded delivery projects on close
Closed-won opportunities spin up a project with account, owner, region, and line items already in place.
Account plans and renewals stay in sync
Quarterly reviews and renewal workstreams flow between the CRM account record and your PM tool.
Engineering status flows back to the CRM
Progress, blockers, and ETAs mirror into the originating deal in real time.
One unified customer record
Customer and contact records stay matched across your CRM, ITSM, and PM tools, so you never work from a duplicate.
Unito Sync Platform
Automate the sales-to-delivery handoff with Unito today
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