How to connect with Salesforce using Unito

Blog post image

You can run projects of all kinds in Teamwork, from client work to product workflows. But just because your team has gone all-in on Teamwork doesn’t mean everyone else at your company has. Some teams — like sales and customer success — run their entire workflow in a CRM platform like Salesforce. You might not feel the gap between these two tools most days, but when you need to work with these teams, that gap will feel like a chasm.

When you use an integration solution like Unito, you get the tools you need to cross that chasm like it was nothing. 

What is Unito?

Unito is a no-code workflow management solution with some of the deepest two-way integrations for the most popular tools in your stack, including and Salesforce. With a Unito flow, you can automatically sync tasks with work items from Salesforce, including tasks, contacts, and opportunities. 

  • It’s two-way by default: Most integration solutions are one-way automations. While you can string them along into something approximating a two-way sync, it’s a lot more complicated than achieving two-way updates with a single Unito flow.

  • It’s automatic: No need to manually check on information in each tool or regularly trigger an automation. When updates are made in one tool, they’re automatically synced in the other.

  • It’s one-and-done: Unito has over 30 integrations, meaning you can use it to connect with a range of other tools as well. No need to get multiple integration solutions.

Now that you know what Unito is, here’s why it’ll come in handy.

Why connect and Salesforce?

You might think that the simple fact that your team is in a different tool than the teams in Salesforce means you don’t need to work with them that often. However, we’re willing to bet there are processes in your organization right now that would benefit from connecting with Salesforce.

Streamlining lead lifecycle management

Just because your sales team's leads are in Salesforce doesn't mean everyone who works on them is. Maybe the sales team's manager prefers using to track all their top priorities. With an integration solution, lead information is automatically synced to their projects so they can keep a proper eye on things. If they're using for reporting too, they can use data from Salesforce to populate those reports automatically.

Revamping sales operations

Sales ops doesn't stop with your sales team. When it's time to support a big potential deal, you might be getting help from marketing, product, and even customer success. By connecting your projects with Salesforce, you can make sure your salespeople get the support they need when they need it. Their requests are automatically kept in sync across tools, and they can communicate with other teams without leaving Salesforce.

Simplify customer success

For some organizations, using the same tool for sales and customer success just makes sense. After all, if Salesforce is already full of information about a lead's progress towards being a paying customer, wouldn't you want customer success teams to have access to it? By integrating with Salesforce, your customer success teams can collaborate seamlessly with other teams — like developers for escalated requests — even if everyone else is in

Without an integration, these situations involve a lot of manual work. Someone’s going to be stuck copying and pasting information over between tools, you’ll probably end up paying for twice the amount of seats you need in each tool, and your workflows will slow to a crawl.

Now let’s look at how you can use Unito to avoid all that.

How to connect and Salesforce with Unito

Anyone can build their first Unito flow in just a few clicks. In this example, we’ll connect a project with Salesforce to sync Salesforce opportunities with tasks.

  1. Start by connecting your Tools in Unito and picking the project you want to connect.

    Blog post image

  2. Depending on your use case, you might want to set up a one-way flow, which will only create new work items in one tool — for instance, new tasks anytime a Salesforce opportunity is created. Don’t worry, both work items will still be kept up to date.

    Blog post image

  3. After that, you can set up rules to filter out Salesforce opportunities you don’t want to see in You might want to exclude a specific type of opportunity or opportunities tied to a marketing campaign.

    Blog post image

  4. Now, you can map Salesforce fields to similar fields in Unito will try to automatically map fields that are similar enough. But if you need to tinker with these settings a bit, you just need to click +Add mapping to map a new pair of fields.

    Blog post image

  5. And that’s it! All you need to do now is launch your flow and watch as Salesforce opportunities start syncing to makes the dream work

Your Salesforce workflows are usually responsible for bringing in a ton of your organization’s revenue. That means anytime a team that uses can lend a hand, they’re directly contributing to the organization’s bottom line. With the Unito two-way sync, now you can make sure everyone has what they need to make this happen.

Related Articles
View all