ClickUp + Salesforce
Update Salesforce records when new ClickUp folders are created
Effortlessly keep your team's ClickUp folders and Salesforce records in sync with this streamlined workflow. When a new folder is created in ClickUp, this automation will update a corresponding record in Salesforce, ensuring that your team's data stays up-to-date across both platforms. Save time and maintain consistency with this seamless integration.
Effortlessly keep your team's ClickUp folders and Salesforce records in sync with this streamlined workflow. When a new folder is created in ClickUp, this automation will update a corresponding record in Salesforce, ensuring that your team's data stays up-to-date across both platforms. Save time and maintain consistency with this seamless integration.
- When this happens...New Folder
Triggers when new folders are created.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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