Integrate Wrike with Salesforce
Wrike is a cloud-based collaboration and project management software that scales across teams in any business. It allows companies to gain visibility, simplify their planning and streamline their workflow, giving them a better chance at long-term success, clarity, and insights.
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
Popular Use Cases
Bring all your Wrike data to Amazon Redshift
Load your Wrike data to Google BigQuery
ETL all your Wrike data to Snowflake
Move your Wrike data to MySQL
Bring all your Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce data to MySQL
Integrate Wrike With Salesforce Today
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Wrike's End Points
For account-specific insights, you can also search among all tasks in one account. This can help focus your search and quickly understand the strengths and weaknesses of each of your accounts.
If you need an important piece of company-wide information, you can search among all tasks in all accounts. This function can help you extract big-picture project insights with just a few clicks, allowing you to prepare your data for analytics.
Search among tasks in a specific folder for highly targeted data and insights. Then, combine this information with data from other business-critical data sources to understand it more comprehensively.
Salesforce's End Points
Track valuable lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create an account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a product’s name, description and category. Then, use a product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Schedule events that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Create objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.