Unit21

Integrate Salesforce with Unit21

Open cases automatically whenever you get a Unit21 alert. Require reviews and approvals based on your custom criteria.

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CRM Platform

Key Features

Discover what makes a Unit21 and Salesforce integration powerful for your organization.

Automatic case creation from Unit21 alerts

Custom review and approval workflows

Criteria-based case routing

Real-time alert synchronization

Automatic deactivation and reactivation of accounts in your non-salesforce systems

Escalation and email reminders

We have seen the ins and outs of working with the Unit21 API. We'll save you the headache.

Ideal for:

Financial Services Compliance

The Unit21 integration connects seamlessly with your Salesforce org, ensuring reliable data flow and minimal disruption to your workflows.

Automate repetitive tasks and data synchronization between Unit21 and Salesforce, saving time and reducing errors.

Keep your data synchronized in real-time, ensuring your team always has access to the latest information across both platforms.

We provide maintenance and support to ensure your Unit21 integration continues to meet your evolving business needs.

This integration is available as a pre-built package for faster implementation. Get started today or contact us for custom requirements.