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.
Improve cross-departmental efficiency
Free up your team’s time and enable them to improve productivity by syncing important deal information with Wrike tasks.
Kick-off projects quickly
When a deal is closed in Salesforce, Wrike automatically launches the associated tasks, creating consistent project initiation and optimal outcomes every time.
Increase real-time visibility
Wrike’s powerful two-way sync with Salesforce allows relationship owners to better visualize project progress as it happens.
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.
FAQ
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.