Automate Salesforce project management with Wrike
Tap into your team
Request support from a menu of pre-defined services.
Deliver on promises
Improve accountability by assigning tasks and owners for follow-up.
Avoid surprises
Get full visibility into the status of work being done for your clients, plus advanced reporting.
Standardize incoming requests
Create a single source of truth for all incoming requests. No more email or drive-by requests.
Improve on-time delivery
Increase productivity and accountability with a clear record of all your team’s work in one place.
Real-time reporting
Instantly see workload and project status for everyone on your team.
Step 1
Open the "Apps & Integrations" page.
Step 2
Open the Salesforce app card (it is visible only to Wrike Business and Enterprise account administrators) and click "Install" button.
Step 3
Grant access to Wrike and follow the on-screen instructions for setup. Users should either have rights to install packages or be a Salesforce account administrator.
Yes! Wrike and Salesforce have a direct integration that lets you manage all the tasks associated with closing deals and streamline internal processes like requesting work from other teams, reporting on work both requested and delivered, and more.
Wrike can turn siloed interactions into a cohesive project, able to span across multiple teams. Instead of spending disproportionate amounts of time on admin tasks, your sales teams can get what they need when they need it — and have the full visibility to know what's been done for a customer or lead.
Imagine you had a birds-eye view of what work has been done for each of your clients, reps had automated workflows to request work from other teams (and other teams had the same process for your reps), and emails asking for data on tasks was nearly eliminated? It's possible when you integrate Wrike and Salesforce.
Gain full visibility over work that's been done for clients, no matter who was responsible, even if they were on another team. Streamlined requests and processes mean you can also deliver more tasks on-time, while also being able to instantly report on work and projects' statuses.
Yes! Our Wrike for Salesforce widget lets you see updates and manage work stored within Wrike in real time without having to use email. Once integrated, every record page in Salesforce will have the Wrike widget where you can access linked tasks and check their details and status.
Check out our Help Center for more information on how to set up and use the Wrike for Salesforce integration.