Looking to sync Salesforce contacts 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 task 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 Contact fields in Unito
Here are the fields our integration for Salesforce contacts can support, as well as the fields you can use in rules.
- 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?
|Autonumber (custom field)*||✓||✓||✓|
|Checkbox (custom field)*||✓||✓||✓|
|Currency (custom field)*||✓||✓||✓|
|Date (custom field)*||✓||✓|
|Datetime (custom field)*||✓||✓||✓|
|Email (custom field)*||✓||✓|
|Mailing postal code||✓||✓|
|Number (custom field)*||✓||✓||✓|
|Other country code||✓||✓|
|Other postal code||✓||✓|
|Percent (custom field)*||✓||✓||✓|
|Phone (custom field)*||✓||✓||✓|
|Picklist (custom field)*||✓||✓||✓|
|Text (custom field)*||✓||✓||✓|
|Textarea (custom field)*||✓||✓||✓|
|URL (custom field)*||✓||✓||✓|
*Custom fields are only available with certain Unito plans. Visit our pricing page for more information.
Limitations and other considerations
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.