How can I filter deals by closing date?

DryMerge allows you to filter deals by closing date or expected close date. Define your criteria, and DryMerge will filter deals accordingly.

Can this be done with Microsoft Project instead of Wrike?

Yes, you can use this with Microsoft Project instead of Wrike. Describe the necessary changes, and DryMerge will adjust the integration accordingly.

Who uses this automation and what do they use it for?

This automation is used by sales managers to organize and track post-sales activities efficiently.

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Salesforce + Wrike

Create Wrike Milestones for New Salesforce Deals

Stay on top of your deals by creating milestones in Wrike for every new deal closed in Salesforce. This helps sales managers monitor progress and ensure timely follow-ups.

New Deal Closed

Triggers when a new deal is closed in Salesforce.

Create Milestone

Creates a milestone in Wrike.

See more Salesforce to Wrike integrations or use AI to customize your automation.

or pick a common variation below

Create Wrike Subtasks for New Salesforce Leads

Salesforce + Wrike

Create Wrike Projects for New Salesforce Accounts

Salesforce + Wrike

Create Tasks in Wrike for New Salesforce Opportunities

Salesforce + Wrike

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Wrike milestones for new Salesforce deals"

Create Wrike milestones for new Salesforce deals

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Salesforce + Wrike.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

Update Case

Updates an existing case in Salesforce

Read Case

Reads details of a case in Salesforce

App details

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Wrike

Wrike is a versatile work management platform for teams of all sizes. Plan projects, streamline workflows, and collaborate in real-time to enhance team productivity and visibility.