ClickUp + Salesforce
Create Salesforce campaign leads from new ClickUp lists
Easily streamline your lead management process by connecting ClickUp and Salesforce with this workflow. Whenever a new list is created in ClickUp, a lead will be added to a specified campaign in Salesforce. Save time on manual data entry and ensure your campaigns are always up-to-date with the latest information.
Easily streamline your lead management process by connecting ClickUp and Salesforce with this workflow. Whenever a new list is created in ClickUp, a lead will be added to a specified campaign in Salesforce. Save time on manual data entry and ensure your campaigns are always up-to-date with the latest information.
- When this happens...New List
Triggers when new lists are created.
- automatically do this!Add Lead to Campaign
Adds an existing lead to an existing campaign.
- Free forever for core features
- 14 day trial for premium features & apps
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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Salesforce is a leading enterprise customer relationship manager (CRM) application.
