An Overview of Unito's Salesforce Integration: Contacts

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?

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.

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?
Assistant name  
Assistant phone  
Autonumber (custom field)*
Business tax  
Checkbox (custom field)*
Creation date    
Currency (custom field)*
Date (custom field)*  
Datetime (custom field)*
Email (custom field)*  
First name  
Home phone  
Last name  
Lead source
Mailing country  
Mailing postal code  
Mailing state  
Mailing street  
Mobile phone  
Number (custom field)*
Other country  
Other country code  
Other phone  
Other postal code  
Other state  
Other street  
Percent (custom field)*
Phone (custom field)*
Photo URL    
Picklist (custom field)*
Related account  
Text (custom field)*
Textarea (custom field)*
Update date    
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.

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