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ClickUp + Salesforce Integrations

How to connect ClickUp + Salesforce

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Supported triggers and actions

What does this mean?

How ClickUp + Salesforce Integrations Work

  1. Step 1: Authenticate ClickUp and 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.
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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.
Learn more

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  • Project Management

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salesforce logo

About Salesforce

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

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