Un1ty x Salesforce: The Integration Built for Ambitious Teams
At Un1ty, we believe customer relationship management shouldn’t suffer from fragmented tools or manual processes. For growing companies, seamless integration between core services and CRM is essential. That’s why we’ve developed a comprehensive integration between Un1ty and Salesforce, designed for high-performing sales, marketing, and support teams.
A Seamless and Fully Connected Ecosystem
With this integration, all data from your Un1ty services—active lines, contracts, support tickets, service usage—flows directly into Salesforce.
No more duplicate data entry: your contacts, accounts, and opportunities are automatically enriched in real time with clean, reliable data—giving your teams a 360° view of each customer.
Powerful, Customizable Automations
The integration allows you to trigger automated workflows in Salesforce based on key events from Un1ty, such as:
- a new service activation,
- a support request,
- a contract renewal or cancellation,
- or a change in usage behavior.
This enables you to respond faster, personalize your communication, and maintain timely, relevant engagement with each client.
Smarter Reports, Sharper Insights
All Un1ty-related data is available in your Salesforce dashboards: usage KPIs, customer satisfaction, incident history, account value, and more. This empowers your teams to monitor performance and fine-tune retention strategies with accurate, real-time indicators.
Quick to Set Up, Secure by Design
Our integration is built using industry-standard security protocols (OAuth 2.0, secure REST API) and ensures:
- Full GDPR compliance,
- European hosting (ISO 27001 certified),
- Complete traceability of data flows and sync logs.
Setup is straightforward and fully supported by our technical team.
Who is this integration for?
- Sales teams seeking more efficient and actionable customer insights.
- Marketing teams looking to tailor campaigns based on real usage.
- Support teams needing a complete service history to boost responsiveness.
- Executive leadership aiming to steer operations through one integrated system.
Our customers testimonials
Happy customers
Calls registered
Review rate