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Wrike and Salesforce Software Integration

Create a seamless two-way sync that will align your sales and services teams and deliver better client experiences.

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Wrike and Salesforce Software Integration

Trusted by 20,000+ happy customers worldwide

Make your sales motion seamless with Salesforce and Wrike

Stop wasting time swapping between platforms. Use the Salesforce and Wrike integration to increase productivity and align your teams in a single, powerful platform.

Exceed sales quotas
Exceed sales quotas

Free up your sales team’s time and enable them to exceed their quotas by syncing important deal information with Wrike tasks.

Kick-start projects quickly
Kick-start projects quickly

When a deal is closed in Salesforce, Wrike automatically launches the associated projects, creating seamless project initiation every time.

Increase real-time visibility
Increase real-time visibility

Wrike’s powerful two-way sync with Salesforce allows relationship owners to better visualize project progress in real time.

Wrike supercharges sales initiatives in minutes

Get set up and create your first Salesforce flow in Wrike with a few clicks — no coding required.
Create your two-way sync
Assign tasks in your CRM
Align critical information

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.