Wrike Salesforce Integration

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!