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ClickUp + Salesforce

Create tasks in ClickUp for updated Salesforce records

Stay on top of updates in your Salesforce records by automatically creating tasks in ClickUp. This workflow activates when a field is updated in Salesforce, and instantly generates a new task in ClickUp based on the updated information. Save time and streamline your sales and project management processes, ensuring nothing slips through the cracks.

Stay on top of updates in your Salesforce records by automatically creating tasks in ClickUp. This workflow activates when a field is updated in Salesforce, and instantly generates a new task in ClickUp based on the updated information. Save time and streamline your sales and project management processes, ensuring nothing slips through the cracks.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerPolling
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
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    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About ClickUp

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

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About Salesforce

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