True two-way sync,
out-of-the-box
Unito delivers intuitive, out-of-the-box two-way sync between Salesforce records and Smartsheet rows. No engineering work or custom development—teams configure and see value quickly.
Fully configurable,
no-code
Customize how cases, opportunities, and custom objects map to rows using flexible, no-code controls. Sync only the data your teams rely on while preserving each tool’s structure.
Enterprise-scale and
resilience
Built to support busy customer workflows and large sheets. Unito handles high update volumes and multi-team collaboration without friction.
Visibility from customer requests to project execution
Connect Salesforce cases and opportunities with work tracked in Smartsheet. Sync rows and record updates so sales, CS, and operations teams always share the same, up-to-date information—without switching tools or relying on manual follow-ups.
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Precise field mapping across Salesforce objects and Smartsheet rows
Align Salesforce records with Smartsheet rows using intuitive, no-code mapping. Sync key customer and project data, including:
- Record names / primary column values
- Descriptions
- Close dates / due dates
- Owners
- Stage, status, and custom fields
Fully customizable, no scripting needed.
Custom sync rules control exactly what syncs when
Use sync rules to control when and how Salesforce records sync into Smartsheet. Trigger row creation or updates based on case priority, opportunity stage, ownership, or any custom field—so only the right work flows into your sheets. Historical records can also be synced without manual cleanup.
.png "Example sync rules for a Salesforce - Smartsheet workflow.")
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How SEKO Logistics cut manual work and saves $56,000 annually
SEKO Logistics integrated ServiceNow and Jira to eliminate manual ticket creation and updates. With Unito, they automated their escalation flow, reduced license costs, and saved 338 hours annually.
