Strengthen Client Relationships with Wrike and Salesforce
Align your sales and services teams to kickstart projects quickly and ensure on-time and on-budget delivery for your clients.
Deliver an excellent customer experience every time
Wrike’s two-way sync with Salesforce encourages seamless collaboration between teams, leading to increased customer satisfaction.
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 projects, creating consistent project initiation and better project outcomes every time.
Increase real-time visibility
Wrike’s powerful two-way sync with Salesforce allows relationship owners to better visualize project progress in real-time.
Wrike makes collaboration between teams effortless
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.