Syncing Salesforce Contacts with Unito

This article details specific information about syncing Salesforce contacts with Unito

Included in this article:

Which Salesforce work items can sync with Unito?
Supported Salesforce contact fields in Unito
Limitations and compatibility

Which Salesforce work items can sync with Unito?

Unito's Salesforce integration syncs all standard and custom objects, as well as the vast majority of fields and field types.

Each Unito flow can only sync one type of object: for example, tasks, opportunities or contacts. Any records of these object types can be synced in a Unito flow, where they will count as an item in sync.

Supported Salesforce Contact fields in Unito

Here some of the most common Contact fields supported by Unito's Salesforce integration, as well as the fields you can use in rules.

Quick definitions:

- One-Way: Changes to the Salesforce contact field will appear in the other synced field but not vice versa.
- Two-Way: Changes to either synced field will appear in the other.
- Rules: This contact field can be used as a trigger in your rules to filter work items from syncing with Unito.

Salesforce Contact Field	One-Way?	Two-Way?	Rules?
Account	✅		✅
Assistant name	✅	✅	✅
Assistant phone	✅	✅	✅
Attachments	✅	✅
Birthdate	✅	✅	✅
Business fax	✅	✅	✅
Business phone	✅	✅	✅
Campaign	✅	✅
Created	✅		✅
Creation date	✅
Contact ID	✅		✅
Department	✅	✅	✅
Description	✅	✅
Email	✅	✅	✅
First name	✅	✅	✅
Home phone	✅	✅	✅
Last name	✅	✅	✅
Lead source	✅	✅	✅
Mailing city / country	✅	✅	✅
Mailing zip / postal code	✅	✅	✅
Mailing state / province	✅	✅	✅
Mailing street	✅	✅	✅
Mobile phone	✅	✅	✅
Other country	✅	✅	✅
Geocode	✅	✅	✅
Other phone	✅	✅	✅
Other postal code	✅	✅	✅
Other state	✅	✅	✅
Other street	✅	✅	✅
Owner	✅	✅	✅
Phone	✅	✅	✅
Photo URL	✅		✅
Related account	✅	✅
Related to	✅
Salutation	✅	✅	✅
Title	✅	✅	✅
Update date	✅

Note: this list is non-exhaustive. Please consult Salesforce's own documentation for a full list of possible Salesforce contact fields that can be included in your flows.

Salesforce custom field types

This list is non-exhaustive. We recommend consulting Salesforce's own documentation for a full list of custom field types that can be included in your flows.

Salesforce Custom Field Types (partial list)	One-Way?	Two-Way?	Rules?
Auto number	✅	✅
Checkbox	✅	✅	✅
Currency	✅	✅
Date	✅	✅	✅
Date / time	✅	✅
Email	✅	✅
Number	✅	✅	✅
Percent	✅	✅
Phone	✅	✅	✅
Picklist	✅	✅	✅
Picklist (Multi-select)	✅	✅	✅
String	✅	✅
Text	✅	✅
Text Area	✅	✅
URL	✅	✅

*Custom fields are only available with some Unito plans. Contact us if you have any questions.

Limitations and other considerations for syncing Salesforce contacts

Here are a few things you should keep in mind when using this integration:

Contacts can only be synced from Salesforce to other tools: Note that you won't be able to create new contacts in Salesforce from other tools; you can only create new work items in other tools. That said, any updates made in one tool can be synced to the other, in both directions.
No contact merging: If two contacts are too similar, you might find duplicate contacts created in your lists.
Using the workflow designer: If you create your flow through the workflow designer, you won't be able to choose to sync Salesforce contacts. Make sure you create your flow from the flow list.

Got feedback? Submit a Unito feature request to let us know what you'd like to see in the next update to our Salesforce integration.

Start building your first Unito flow

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