Unito
38 Case Studies
A Unito Case Study
Cloudwerx, an IT services and consulting firm, needed a better way to manage sales-to-delivery handoffs while migrating from ClickUp to Jira. Their teams were working across Salesforce, ClickUp, and Jira, and manual updates plus siloed data were slowing collaboration and creating gaps between sales and engineering.
Using Unito’s no-code, bidirectional sync, Cloudwerx connected Salesforce with ClickUp and Jira and set up multiple automated flows to support presales, delivery, and phased migration. The result was a smoother transition to Jira, improved visibility across teams, and more than 2,600 hours saved per year, worth about $312K annually.
Anel Behric
IT Manager