How to Sync Salesforce Contacts with Unito

Looking to sync Salesforce contacts with Unito? Here's what you can expect from this integration.

Supported fields and rules

Here are the fields our integration for Salesforce contacts can support, as well as the fields you can use in rules.

Salesforce Contact Field	Synced?	Rules?
Email	✓	✓
First name	✓
Last name	✓
Description	✓
Title	✓
Phone	✓
Home phone	✓
Mobile phone	✓
Other phone	✓
Assistant name	✓
Assistant phone	✓
Birthdate	✓
Department	✓
Fax	✓
State	✓
Country	✓
Postal code	✓
Street	✓
Country	✓
Postal code	✓
Street	✓
URL	✓
Salutation	✓
Contact owner	✓	✓
Account name	✓
Campaigns	✓
Lead source	✓	✓

What counts as an item in sync?

Unito's Salesforce integration supports three different work items: tasks, contacts, and opportunities. Each flow can only sync one type of work item, and any work item synced by that flow will count as an item in sync. So, for example, if you sync Salesforce tasks with a Unito flow, each event synced counts as an item in sync.

What counts as an item in sync?

Limitations and other things to keep in mind

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.