Quick summary
The Wrike Salesforce integration via Wrike Sync lets teams connect their CRM data directly to Wrike projects, keeping sales and project management workflows in sync. Setting up the integration takes just minutes from within the Apps and Integrations menu in your Wrike workspace.
Steps
- Click on the profile icon on the top-left of your Wrike workspace.
- Select Apps and Integrations from the dropdown menu.
- Search for Salesforce via Wrike Sync and click on it.
- Click Get Wrike Sync to continue with the setup.
- Enter your contact details to proceed.
- Submit a quote request to finish the integration.
