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ClickUp + Salesforce Integrations

How to connect ClickUp + Salesforce

Zapier lets you send info between ClickUp and Salesforce automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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  • Update Salesforce records when new ClickUp folders are created

    Premium
    Details
    • ClickUp logo
    • Salesforce logo
    ClickUp + Salesforce
  • Create Salesforce campaign leads from new ClickUp lists

    Premium
    Details
    • ClickUp logo
    • Salesforce logo
    ClickUp + Salesforce
  • Create Salesforce leads from updated ClickUp tasks

    Premium
    Details
    • ClickUp logo
    • Salesforce logo
    ClickUp + Salesforce
  • Update Salesforce records when tasks change in ClickUp

    Premium
    Details
    • ClickUp logo
    • Salesforce logo
    ClickUp + Salesforce
  • Update Salesforce records every time ClickUp tasks change

    Premium
    Details
    • ClickUp logo
    • Salesforce logo
    ClickUp + Salesforce

Update Salesforce records when new ClickUp folders are created

Premium
Details
  • ClickUp logo
  • Salesforce logo
ClickUp + Salesforce

Create Salesforce campaign leads from new ClickUp lists

Premium
Details
  • ClickUp logo
  • Salesforce logo
ClickUp + Salesforce

Create Salesforce leads from updated ClickUp tasks

Premium
Details
  • ClickUp logo
  • Salesforce logo
ClickUp + Salesforce

Update Salesforce records when tasks change in ClickUp

Premium
Details
  • ClickUp logo
  • Salesforce logo
ClickUp + Salesforce

Update Salesforce records every time ClickUp tasks change

Premium
Details
  • ClickUp logo
  • Salesforce logo
ClickUp + Salesforce

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Supported triggers and actions

What does this mean?
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    • Checklist NameRequired

    • Checklist ItemRequired

    Action
    Write
    • WorkspaceRequired

    • List NameRequired

    Action
    Write
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    • Folder NameRequired

    Action
    Write
    • WorkspaceRequired

    • CommentRequired

    Action
    Write

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.

ClickUp Tutorials

Salesforce Tutorials

clickup logo
clickup logo

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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