How to Connect Salesforce to Wrike

Updated on:

May 12, 2026

By:

Use this interactive demo to learn how to connect Salesforce with Wrike using Wrike Sync.

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.

📌 Why this matters

Integrating Salesforce with Wrike via Wrike Sync eliminates the manual handoff between sales and project teams by keeping CRM records and project tasks automatically aligned. Teams that rely on both Salesforce for pipeline management and Wrike for project execution can eliminate data silos and reduce errors caused by duplicate data entry. This Wrike Salesforce integration is essential for revenue operations, client services, and delivery teams that need real-time visibility across sales and project workflows.

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