Unify360 Salesforce

Add new contacts in Unify360 to Salesforce.

When a new contact is created in Unify360, add a corresponding contact record to Salesforce.

Try:

See all Unify360 + Salesforce integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Unify360 Explore Unify360 →

Triggers
New contact or lead

Fires when a new contact or lead is added to Unify360.

Contact updated

Fires when a field on a contact changes in Unify360.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Unify360.

Deal won

Fires when a deal is marked won in Unify360.

Actions
Create or update contact

Creates or updates a contact in Unify360.

Create deal

Creates a new deal in Unify360.

Update record stage

Moves a deal or record to a new stage in Unify360.

Log activity

Logs a call, email, or note against a record in Unify360.

Salesforce Explore Salesforce →

Triggers
New contact or lead

Fires when a new contact or lead is added to Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Salesforce.

Deal won

Fires when a deal is marked won in Salesforce.

Actions
Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update record stage

Moves a deal or record to a new stage in Salesforce.

Log activity

Logs a call, email, or note against a record in Salesforce.

Sync newly created leads across CRM platforms When a new lead is captured in Unify360, automatically create or update the matching contact in Salesforce to keep records synchronized. See details
Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Salesforce, update the corresponding opportunity stage in Unify360 for unified revenue reporting. See details
Log pipeline stage updates as CRM activities When a deal moves forward in Unify360, log a status update activity on the corresponding account record in Salesforce. See details

See all Unify360 + Salesforce integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Add new contacts in Unify360 to Salesforce.” between Unify360 and Salesforce?

Yes — describe it in the box above and Knit's Integrations Agent researches Unify360 and Salesforce's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why would a team need to connect two CRM systems?

Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.

Does this cause duplicate contact records?

No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.

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