Keep Salesforce. Stop retyping what it knows.
Bring Salesforce enterprise sales intelligence into client delivery.
- Connects in a few minutes
- Included on every plan
- Disconnect whenever you like
What Salesforce is worth once it is inside.
Keep using Salesforce for complex enterprise sales pipelines while managing actual execution, client portals, and day-to-day team communication inside UNOBITS.
Enterprise Hand-offs: Move enterprise deals to client delivery teams in seconds.
Complete Alignment: Keep sales pipelines connected to project delivery statuses.
Custom Field Sync: Retain Salesforce accounts metadata on UNOBITS client portals.
About as involved as signing in.
No middleware, no connector subscription, no developer. You authorise it once and it stays connected.
- 1
Go to Integrations > Salesforce.
- 2
Authenticate with Salesforce credentials.
- 3
Select object mappings (Accounts, Contacts, Opportunities).
- 4
Activate field-level sync frequency.
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
Salesforce opportunity won → Instantiate UNOBITS team workspace
Automation
Account updated → Propagate changes to CRM records
Automation
Milestone completed inside UNOBITS → Log activity in Salesforce
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.