Looking to sync Salesforce opportunities with Unito? Here's what you can expect from this integration.
Included in this article:
- Which Salesforce work items can sync with Unito?
- Supported Salesforce Opportunity fields in Unito
- Limitations and compatibility
Which Salesforce work items can sync with Unito?
Unito's Salesforce integration supports multiple types of work items: tasks, contacts and opportunities. Here's an overview of:
Each Unito flow can only sync one type of work item: either tasks, contacts or opportunities. Any of these work items synced by your flows will count as an item in sync.
Supported Salesforce Opportunity fields in Unito
Here are the fields you can sync with our Salesforce opportunities, as well as the fields you can use in rules.
Quick definitions:
-
- One-Way: Changes to the Salesforce opportunity 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 opportunity field can be used as a trigger in your rules to filter work items from syncing with Unito.
| Opportunities Field | One-Way? | Two-Way? |
Rules? |
| Account | ✓ | ✓ | ✓ |
| Amount | ✓ | ✓ | |
| Autonumber (custom field)* | ✓ | ||
| Campaign | ✓ | ✓ | ✓ |
| Checkbox (custom field)* | ✓ | ✓ | ✓ |
| Close date | ✓ | ✓ | |
| Currency | ✓ | ✓ | ✓ |
| Date (custom field)* | ✓ | ✓ | ✓ |
| Datetime (custom field)* | ✓ | ✓ | |
| Description | ✓ | ✓ | |
| Email (custom field)* | ✓ | ✓ | ✓ |
| Expected revenue | ✓ | ||
| Forecast category name | ✓ | ✓ | |
| Is closed | ✓ | ||
| Is private | ✓ | ✓ | |
| Last modified by ID | ✓ | ||
| Last modified date | ✓ | ||
| Lead source | ✓ | ✓ | ✓ |
| Name | ✓ | ✓ | |
| Next step | ✓ | ✓ | |
| Number (custom field)* | ✓ | ✓ | ✓ |
| Owner | ✓ | ✓ | ✓ |
| Percent (custom field)* | ✓ | ✓ | ✓ |
| Phone (custom field)* | ✓ | ✓ | ✓ |
| Picklist (custom field)* | ✓ | ✓ | ✓ |
| Probability | ✓ | ✓ | |
| Stage name | ✓ | ✓ | ✓ |
| Text (custom field)* | ✓ | ✓ | ✓ |
| Textarea (custom field)* | ✓ | ✓ | ✓ |
| Total opportunity quantity | ✓ | ✓ | |
| Type | ✓ | ✓ | ✓ |
|
URL |
✓ | ||
| URL (custom field | ✓ | ✓ | ✓ |
*Custom fields are only available with certain Unito plans. Visit our pricing page for more information.
Limitations and other things to keep in mind
Here are a few things you should keep in mind when using this integration:
-
Close date is a mandatory field: The close date field of each opportunity you want to sync has to be mapped and has to have a value. Otherwise, it won't sync properly.
-
Custom field availability: Unito will only be able to sync the custom fields that are available for you in Salesforce. This usually has to do with the permissions you have in Salesforce. If you need to sync a custom field you don't have access to, reach out to your Salesforce administrator.
-
Workflow designer creation: You won't be able to create flows that sync Salesforce opportunities from the workflow designer.
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.