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.
- When this happens...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.).
- automatically do this!Create Task
Creates a new task.
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