ClickUp + Salesforce Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect ClickUp and Salesforce, with as many as 53 possible integrations. Are you ready to find your productivity superpowers?
Create new ClickUp tasks when new opportunities are added in Salesforce
You should be spending time on following up with opportunities, not creating tasks. This Salesforce-ClickUp integration will create a new ClickUp task for any opportunity created in Salesforce. Save time and follow up with more lost opportunities!
How it works
- A new task is created on Salesforce
- Zapier automation adds a new detailed event to Google Calendar
What you need
- Salesforce account
- ClickUp account
It's easy to connect ClickUp + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
Triggers when a new contact is created.
Create a new custom object (of the type you choose).
Triggers when a new opportunity is created.
Add a contact to a campaign.
Trigger when tasks are moved to a specific status
Create a new contact.
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