Integration Method
Native Integration Available
Great news! Wrike has a built-in, native integration for Salesforce. This is the recommended connection method as it offers the most reliable data sync with the lowest maintenance overhead.
Method: Native
Details: Visibility on client projects for sales teams.
Why Connect Wrike & Salesforce?
Eliminate Data Silos
Keep Wrike and Salesforce in sync so your team always works with accurate, up-to-date information.
Automate Workflows
Reduce manual data entry and let automated triggers handle the handoff between your crm stack.
Better Reporting
Unified data across Wrike and Salesforce means clearer insights and faster decision-making.
How to Set Up the Integration
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1
Open Wrike and navigate to Settings → Integrations or the App Marketplace.
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2
Search for Salesforce in the integrations directory and click Install or Connect.
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3
Authorize the connection by logging into your Salesforce account via OAuth and granting the requested permissions.
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4
Configure your sync preferences — select which fields and records to synchronize, then save.
Ready to Get Started?
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