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Quickly connect ClickUp to Salesforce with a Zapier template.

Our most popular template

Create new ClickUp tasks when new opportunities are added in Salesforce
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Salesforce + ClickUp
Create tasks in ClickUp for updated Salesforce records
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Salesforce + ClickUp
Create Salesforce records for new tasks in ClickUp
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ClickUp + Salesforce
Create Salesforce records for new ClickUp folders to streamline organization
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ClickUp + Salesforce
Create Salesforce leads for new ClickUp folders and add them to campaigns
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ClickUp + Salesforce
Create Salesforce campaign leads from new ClickUp tasks
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ClickUp + Salesforce

Create new ClickUp tasks when new opportunities are added in Salesforce

Details

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Salesforce + ClickUp

Create tasks in ClickUp for updated Salesforce records

Details

Try it

Salesforce + ClickUp

Create Salesforce records for new tasks in ClickUp

Details

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ClickUp + Salesforce

Create Salesforce records for new ClickUp folders to streamline organization

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ClickUp + Salesforce

Create Salesforce leads for new ClickUp folders and add them to campaigns

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ClickUp + Salesforce

Create Salesforce campaign leads from new ClickUp tasks

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ClickUp + Salesforce

Update Salesforce records when new ClickUp folders are created
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ClickUp + Salesforce
Create Salesforce campaign leads from new ClickUp lists
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ClickUp + Salesforce

How Zapier works

Zapier makes it easy to integrate ClickUp with Salesforce - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from ClickUp.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects ClickUp and Salesforce, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about ClickUp + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and Salesforce

What is required to integrate ClickUp with Salesforce?

To integrate ClickUp with Salesforce, both accounts need to be set up and API access must be enabled. You'll need to authenticate both applications through our platform, ensuring secure interaction between them.

How can I trigger actions in ClickUp from Salesforce?

You can trigger actions in ClickUp based on various events in Salesforce such as new leads, opportunities, or tasks creation. For example, creating a new task in ClickUp when a new opportunity arises in Salesforce.

Can I update Salesforce records based on changes in ClickUp?

Yes, you can update records in Salesforce when specific events occur in ClickUp. Triggers like task completion or status updates in ClickUp can prompt field updates or record creation within Salesforce.

Is it possible to synchronize projects between ClickUp and Salesforce?

Synchronization of projects is feasible where certain elements of a project or task update are mirrored between systems. We support various triggers and actions enabling seamless data flow and synchronization.

How often do integrations sync between the two platforms?

We offer real-time sync for most common triggers and actions. However, some custom or less frequent tasks may operate on scheduled intervals determined by user preference during setup.

What if I face authentication issues while integrating the two platforms?

If authentication issues arise, ensure that the API credentials provided for both services are correct and have not expired. Our support team is available to help resolve persistent authentication problems.

Are there limitations on the number of tasks that can be automated via this integration?

Typically, the number of automatable tasks depends on your subscription plan with both ClickUp and Salesforce. Our integration service does not impose additional specific limits unless outlined by these platforms.

Practical ways you can use ClickUp and Salesforce

Organize Salesforce Opportunities in ClickUp

When an opportunity is created or updated in Salesforce, Zapier can create or update a task in ClickUp with all relevant details. This keeps business owners informed of actionable items for ongoing deals without needing to check multiple platforms frequently.

Business Owner

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Sync ClickUp Tasks with Salesforce Records

When a new task is created in ClickUp, Zapier can automatically create a new record in Salesforce to ensure that project data is easily aligned with CRM data. This workflow improves data accuracy and eliminates manual task duplication.

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Track updates to Salesforce leads in ClickUp

When a record is updated in Salesforce, Zapier can update an existing task or create a new task in ClickUp. This ensures real-time syncing of lead status updates between the sales and project management teams, keeping everyone on the same page.

Project Management

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Checklist Name
  Required
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Checklist Name
  Required
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Workspace
  Required
- Space
- Folder
- List
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Note Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Note Title
  Required
- Body
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Checklist Name
  Required
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
- Content
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Content
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Learn how to automate ClickUp on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

HelpHelp

Related categories

Project Management

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect ClickUp to Salesforce on the world's largest no-code automation platform

Explore ClickUp + Salesforce Integrations

gravity-forms

Connect ClickUp and Salesforce to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create new ClickUp tasks when new opportunities are added in Salesforce

Create tasks in ClickUp for updated Salesforce records

Create Salesforce records for new tasks in ClickUp

Create Salesforce records for new ClickUp folders to streamline organization

Create Salesforce leads for new ClickUp folders and add them to campaigns

Create Salesforce campaign leads from new ClickUp tasks

Create new ClickUp tasks when new opportunities are added in Salesforce

Create tasks in ClickUp for updated Salesforce records

Create Salesforce records for new tasks in ClickUp

Create Salesforce records for new ClickUp folders to streamline organization

Create Salesforce leads for new ClickUp folders and add them to campaigns

Create Salesforce campaign leads from new ClickUp tasks

Update Salesforce records when new ClickUp folders are created

Create Salesforce campaign leads from new ClickUp lists

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about ClickUp + Salesforce integrations

Practical ways you can use ClickUp and Salesforce

Organize Salesforce Opportunities in ClickUp

Sync ClickUp Tasks with Salesforce Records

Track updates to Salesforce leads in ClickUp

Supported triggers and actions

Learn how to automate ClickUp on the Zapier blog

Automate project communication with ClickUp and Gmail

5 ways to automate ClickUp with Zapier

Learn how to automate Salesforce on the Zapier blog

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Connect ClickUp to Salesforce on the world's largest no-code automation platform

Explore ClickUp + Salesforce Integrations

Explore ClickUp + Salesforce Integrations