Deliver an excellent customer experience every time
Wrike’s two-way sync with Salesforce sets the stage for teams to increase efficiency and productivity, deliver projects faster, and impress customers with on-time delivery.
Enable effortless collaboration between teams
Allow a smooth transition from sales to service teams by keeping task details and deal information aligned. Cut out time-consuming exchanges and focus on high-value work.
Yes! The Salesforce integration is available as a paid add-on for all active Wrike accounts. You must provide credentials and be logged in to Salesforce to start using the features. The integration must also be enabled in “Admin settings” by account admins, and Enterprise admins can limit access to the integrations as required through account settings.
The Salesforce integration supports communication between Salesforce teams within Wrike. Marketing and product teams will gain a better understanding of how they can assist sales teams meet their targets. Check out our Help Center for more information on how to use our attachments and proofing features.