ClickUp + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between ClickUp and Salesforce.


Get started with workflows like: Create new ClickUp tasks when new opportunities are added in Salesforce. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect ClickUp + Salesforce in Minutes

It's easy to connect ClickUp + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Folder

Triggers when new folders are created.

InstantNew Task

Triggers when tasks are added.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

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.).

InstantNew List

Triggers when new lists are created.

InstantTask Changes

Triggers when a task changes.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

How ClickUp + Salesforce Integrations Work

  1. Step 1: Authenticate ClickUp + Salesforce.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect ClickUp + Salesforce