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      Syncing Salesforce Leads with Unito

      Here's all you need to know about syncing Leads from Salesforce to any other app, tool, or even another kind of Salesforce object.

      Included in this article:

      Managing lead hand off to or from your Sales team gets complicated if your organization uses multiple tools or Salesforce products. Then, what if you need to turn a lead into a deal? Or create tasks linked to your lead to move it further along your pipeline? That's where a 2-way integration can come in handy, so that teams in Salesforce can stay up-to-date on leads while working in tandem across various checkpoints in the sales process. 

      No need for redundant status meetings, check-ins, or requests for information - just a simple 2-way flow that turns leads into other Salesforce objects or even items in other tools!

      Which Salesforce objects can sync with Unito?

      Unito's Salesforce integration syncs all standard and custom objects. 

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

      Why sync Salesforce cases?

      With Unito, you can:

      • Centralize case details: Bring case details into other tools, including those intended for project management, software development, databases and more. With a unified view, anyone in your organization can get the full picture of each customer ticket and how it was resolved.
      • Consolidate lead details: Bring essential lead information into your CRM from elsewhere, including marketing automation tools, or send them to a spreadsheet or even a project management tool. Wherever you sync your leads, Unito can give your teams a unified view of the lead at every stage of the pipeline.
      • Automate Updates: Sync lead status changes, comments, and other key fields in real-time. No more human error, missed opportunities or tedious manual data entry.
      • Collaborate Across Teams: Enable sales, marketing, and support to work together effectively, even if they're using different tools. This fosters better communication and ensures everyone has the latest information on each lead.

      Supported Salesforce Lead fields in Unito

      Here are all the standard Lead fields supported by Unito's Salesforce integration, as well as the fields you can use in rules. You can cross-reference this list of fields with Salesforce's documentation regarding lead fields.

      Quick definitions:

        • One-Way: Changes to the Salesforce lead 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.
      Field Name Field Label Type Description One-Way Two-Way Rules
      AnnualRevenue Annual Revenue currency Amount of annual revenue at lead’s company. ✅ ✅ ✅
      City City   City portion of the lead’s address. ✅ ✅ ✅
      Company Company string Name of company with which lead is affiliated. ✅ ✅ ✅
      ConvertedAccountId Converted Account ID reference   ✅   ✅
      ConvertedContactId Converted Contact ID reference User who created the lead, including creation date and time. (Read only) ✅   ✅
      ConvertedDate Converted Date date   ✅   ✅
      ConvertedOpportunityId Converted Opportunity ID reference   ✅   ✅
      Country Country string Country portion of user’s address. ✅ ✅ ✅
      CreatedById Created By ID reference   ✅ ✅ ✅
      CreatedDate Created Date datetime   ✅   ✅
      Description Description textarea Description of the lead. ✅ ✅ ✅
      Email Email email

      Email address of lead. Must be a valid email address in the form: jsmith@acme.com.

      		 ✅ ✅ ✅
      EmailBouncedDate Email Bounced Date datetime   ✅ ✅ ✅
      EmailBouncedReason Email Bounced Reason string   ✅ ✅ ✅
      FirstName First Name string First name of the lead, as displayed on the lead edit page. ✅ ✅ ✅
      GeocodeAccuracy Geocode Accuracy picklist   ✅ ✅ ✅
      Id Lead ID     ✅    
      IndividualId Individual ID reference   ✅ ✅  
      Industry Industry picklist Primary business of lead’s company.  ✅ ✅ ✅
      IsConverted Converted boolean   ✅   ✅
      IsDeleted Deleted boolean   ✅   ✅
      IsUnreadByOwner Unread By Owner boolean   ✅ ✅ ✅
      JigsawContactId Jigsaw Contact ID string A unique identified assigned to a contact record within Jigsaw. ✅   ✅
      LastActivityDate Last Activity date   ✅   ✅
      LastModifiedById Last Modified By ID reference User who last changed the lead fields, including modification date and time.  ✅   ✅
      LastModifiedDate Last Modified Date datetime   ✅   ✅
      LastName Last Name string   ✅ ✅ ✅
      LastReferencedDate Last Referenced Date datetime   ✅   ✅
      LastViewedDate Last Viewed Date datetime   ✅   ✅
      Latitude Latitude double   ✅ ✅ ✅
      LeadSource Lead Source picklist Source of lead, for example, Advertisement, Partner, or Web.  ✅ ✅ ✅
      Longitude Longitude double   ✅ ✅ ✅
      MasterRecordId Master Record ID reference   ✅   ✅
      Name Full Name string Combined first name, middle name (beta), last name, and suffix (beta) of lead, as displayed on lead detail page. ✅   ✅
      NumberOfEmployees Employees int

      Number of employees at the lead’s company.

      		 ✅ ✅ ✅
      OwnerId Owner ID reference Assigned owner of the lead. ✅ ✅ ✅
      Phone Phone phone Lead’s primary phone number. ✅ ✅ ✅
      PhotoUrl Photo URL url   ✅   ✅
      PostalCode Zip/Postal Code string ZIP code or postal code portion of the lead’s address.  ✅ ✅ ✅
      Rating Rating picklist Indicates value or prospect of the lead, for example, Hot, Warm, Cold. ✅ ✅ ✅
      Salutation Salutation picklist Title for addressing the lead. ✅ ✅ ✅
      State State / Province string State or province portion of user’s address. ✅ ✅ ✅
      Status Status picklist Status of the lead, for example, Open, Contacted, Qualified.  ✅ ✅ ✅
      Street Street textarea   ✅ ✅ ✅
      SystemModstamp System Modstamp datetime   ✅   ✅
      Title Title string Position of lead within his or her company.  ✅ ✅ ✅
      Website Website url URL of company’s website, for example, www.acme.com.  ✅ ✅ ✅

      Salesforce custom field types

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

      Here are just some of the custom field types you can sync with Unito:

      Salesforce Custom Field Types
      (partial list)
      		 Definition One-Way? Two-Way?
      		 Rules?
      Auto number Automatically assigns a unique number to each record.  ✅ ✅  
      Checkbox  Lets users check a box, indicating a true or false attribute of a record. ✅ ✅ ✅
      Currency

      Lets users enter a currency amount. The system automatically formats the field as a currency amount. This formatting is useful if you export data to a spreadsheet application.

      		 ✅ ✅  
      Date Lets users enter a date or pick a date from a popup calendar. In reports, you can limit the data by specific dates using any custom date field. ✅ ✅ ✅
      Date / time  Lets users enter a date or pick a date from a popup calendar and enter a time of day. ✅ ✅  
      Email A contact's email address ✅ ✅  
      Number 

      Lets users enter any number. This number is treated as a real number and any leading zeros are removed.

      		 ✅ ✅ ✅
      Percent

      Lets users enter a percentage number as a decimal—for example, 0.10. The system automatically converts the decimal to a percentage—for example, 10%

      		 ✅ ✅  
      Phone A contact's phone number ✅ ✅ ✅
      Picklist Lets users select a single value from a list that you define. Also known as a single-select or choice field in other tools. ✅ ✅ ✅
      Picklist (Multi-select) Lets users select more than one picklist value from a list that you define.  Also known as a multi-select or list field in other tools. ✅ ✅ ✅
      String Sequence of characters, similar to text field. Designed for shorter, structured data with specific format. ✅ ✅ ✅
      Text Lets users enter any combination of letters, numbers, or symbols. You can set a maximum length, up to 255 characters. ✅ ✅ ✅
      Text Area Lets users enter up to 255 characters that display on separate lines similar to a Description field. ✅ ✅  
      URL

      Lets users enter up to 255 characters of any valid website address.

      		 ✅ ✅  

      Note: Custom fields are only available with certain Unito plans. Visit our pricing page for more information.

      Watch a demo flow sync Salesforce with Google Sheets

      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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