Seamless Wrike-Salesforce Integration for Real-Time Collaboration
Easily integrate Wrike with Salesforce (SFDC) to sync data bidirectionally and in real time. With a single Unito flow, keep information aligned across platforms—no manual updates required.
Why Integrate Wrike with Salesforce?
Salesforce is a leading CRM solution used by teams worldwide, while Wrike streamlines project management. By integrating the two, sales and customer-facing teams can seamlessly collaborate with project teams, improving speed, transparency, and efficiency.
Key Benefits:
✅ Work Within Salesforce – Salesforce users can manage Wrike tasks directly, eliminating the need to switch between platforms.
✅ Real-Time Task Sync – Any changes in Wrike instantly update in Salesforce, ensuring consistency across both systems.
✅ Improved Visibility & Accountability – Easily check task statuses in either platform, reducing the need for follow-ups.
✅ Automated Project & Task Creation – Use templates or Wrike Integrate to generate tasks for Salesforce records automatically.
How It Works:
- Once integrated, Salesforce users can check task statuses from within Salesforce.
- Any Salesforce object (e.g., Lead, Opportunity, Account, Subscription) can be linked to a Wrike project or folder.
- A Wrike widget is available on enabled Salesforce record pages, displaying linked tasks and subfolders.
- If no project or folder is linked, users can create one directly from the widget using predefined templates.
- Both Salesforce Classic and Lightning are supported.
Customizable to Fit Your Needs
- Select which Salesforce objects you want to sync with Wrike.
- Enable Wrike functionality on specific record pages while keeping it hidden on others.
With Wrike-Salesforce integration, teams can collaborate effortlessly, stay aligned, and keep projects moving forward—without ever leaving Salesforce. Get started in just a few clicks!
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