PM Integration

How to Integrate Salesforce and Wrike

The complete 2026 guide to connecting Salesforce with Wrike — native methods, middleware options, and step-by-step walkthroughs.

Source Salesforce
S
Native
W
Destination Wrike

Native Integration Available

Great news! Salesforce has a built-in, native integration for Wrike. This is the recommended connection method — offering the most reliable data sync with the lowest maintenance overhead.

Method: Native

Details: Visibility on client projects for sales reps.

Step-by-Step Setup

1

Open Salesforce and navigate to Settings, then Integrations or the App Marketplace.

2

Search for Wrike in the integrations directory and click Install or Connect.

3

Authorize the connection by logging into your Wrike account via OAuth.

4

Configure your sync preferences and select which data fields to synchronize.

Why Connect Salesforce & Wrike?

Eliminate Data Silos

Keep Salesforce and Wrike in sync so your team always works with accurate, up-to-date information.

Automate Workflows

Reduce manual data entry and let automated triggers handle the handoff between your pm stack.

Better Reporting

Unified data across Salesforce and Wrike means clearer insights and faster decision-making.

Ready to Connect?

Get the setup guide and start your free trial of Wrike today.

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