How To Build a Rovo-Salesforce Integration With Unito

Here’s everything you need to know about setting up an integration to sync Rovo with Salesforce work items with an automated flow from Unito. Since Unito is a completely customizable platform with a no-code interface, you can set up this integration without any technical resources and minimal maintenance. No need to troubleshoot complex automations or rely on expensive consultants, either.

Overview

• Tools: Rovo and Salesforce
• Use cases: AI agent integration, record syncing
• Great for: Project managers, IT teams, software developers.

Unito’s integration for Rovo and Salesforce allows users of any technical background, from project managers to software developers, to sync data from Salesforce work items to Rovo. This integration also syncs any updates to these work items from Salesforce to Rovo and automates repetitive actions. This in-depth guide shows you how that’s done.

Why integrate Rovo with other tools?

Rovo is Atlassian’s AI solution for everything from agentic AI to chatbots. It’s natively integrated with all Atlassian tools, like Jira and Trello, meaning it has access to all the work items and data in these tools. But few organizations do all their work on these platforms, and some teams need dedicated tools.

Integrating Rovo with tools like Salesforce gives your Rovo agents and chatbots access to the work happening in deals, cases, contacts, and more. That leads to better answers, more intelligent agents, and automated handoffs between teams.

Step 1: Connect Rovo and Salesforce to Unito

1. Sign up for Unito.
2. Click +Create Flow in the Unito app.
3. Click Start Here to connect Rovo and Salesforce.
4. Click +Choose Account for each tool and complete the authorization process.
5. Click Confirm.

Connecting tools to Unito for the first time? Here’s an in-depth guide.

Step 2: Choose flow direction for new work items

With flow direction, you decide where Unito automatically creates work items to match those you create manually. For most Unito integrations, you can choose between a two-way flow that creates work items in both tools or a one-way flow that only creates new items in one tool. With Unito’s Rovo integration, you can only build one-way flows that sync data from other tools to Rovo, feeding context to your AI agents and chatbots.

Want to know more about flow direction? Check out this guide.

Step 3: Set rules to sync specific Rovo and Salesforce work items

Unito rules can do two things:

1. Filter out work items you don’t want synced. For example, you could create a rule that only syncs Salesforce deals created after a certain date.
2. Automate certain actions, like automatically creating new work items based on events in Salesforce.

To start building your rule, click Add new rule, then choose a trigger and action.

Want to learn more about rules? Check out this guide.

Step 4: Map fields between Rovo and Salesforce

When you map fields, you pair fields in Rovo with fields in Salesforce so data goes exactly where it needs to. Unito can usually map most fields automatically, whether they’re exactly the same (Creation Date→Creation Date) or just compatible (Creation Date→CreatedAt). You can also choose to map fields manually to customize your flow.

Here’s what you’ll see when Unito maps your fields automatically.

You can add a field mapping by clicking +Add mapping, then Select a field. When you choose the field you want to map in one tool, Unito will automatically recommend compatible fields in a dropdown under the other tool.

Some fields have a cog icon, meaning you can customize them once they’re mapped. For example, a Status field can be customized so its options match those in another field.

Step 5: Launch your Rovo-Salesforce integration

That’s it! You’re ready to launch your flow. Unito will automatically sync data from Salesforce cases, contacts, deals, and more to Rovo, so your chatbots and AI agents always have maximum context when answering questions or automating tasks. This allows your teams to get more out every AI interaction, knowing they’re getting data from across your tool ecosystem—not just Atlassian tools.

FAQ: Rovo-Salesforce integration

Why should I integrate Rovo with Salesforce?

Rovo is Atlassian’s AI solution for tools like Jira, Trello, and Bitbucket. It automatically pulls data from these tools to train chatbots and AI agents, meaning developers, project managers, and other users can use AI assistants to do their best work. But if you use Salesforce, Rovo doesn’t have access to that data. That’s why integrations are so essential; they feed data from other platforms to Rovo so your AI features have more context.

What’s the best way to integrate Rovo and Salesforce?

Few integration providers actually integrate with Rovo, since this tool is so new. Atlassian does offer pre-built connectors, but they have varying levels of depth, meaning you might only get some context from other tools in Rovo.

Unito’s integrations are some of the deepest on the market, and they support a wide range of tools from project management apps to ITSM tools and databases. That makes them one of the best way to integrate Rovo with Salesforce.

What’s next after integrating Rovo with Salesforce?

Need to integrate Rovo with other tools in your stack? Check out our other guides:

• Syncing Rovo with Asana
• More about Unito’s Rovo integration

Looking to integrate Salesforce with other tools? Check out these guides:

• Integrating Salesforce with Jira
• Connecting Salesforce with Trello
• Syncing Salesforce with ServiceNow

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