Keep Salesforce. Stop retyping what it knows.
Bring Salesforce leads, contacts and pipeline into UNOBITS.
- Connects in a few minutes
- Disconnect whenever you like
What Salesforce is worth once it is inside.
Connect your Salesforce organisation with OAuth so leads and contacts sync into the UNOBITS CRM, and pipeline changes can drive delivery work here.
Leads and contacts synced into the CRM.
Pipeline changes available to Automations.
Delivery, portals and invoicing run in UNOBITS.
About as involved as signing in.
No middleware, no connector subscription, no developer. You authorise it once and it stays connected.
- 1
Open System & Engine › Integrations and choose Salesforce.
- 2
Sign in to your Salesforce organisation.
- 3
Confirm what should sync.
- 4
Build any follow-on Rules in Automations.
Things that then happen without you.
Write these in plain language in Automations — no flowchart required — or build the complicated ones properly when you need to.
Automation
Opportunity won in Salesforce → project created in UNOBITS
Automation
Lead created → CRM record created and routed to an owner
Automation
Contact updated → CRM record updated
Specialist tools are fine. Islands are not.
Keep Salesforce for what it is genuinely good at, and let it feed the same system your inbox, clients, jobs and invoices already live in.