ClickUp + Salesforce
Update tasks in ClickUp when fields on records are updated in Salesforce
Stay on top of changes in your Salesforce records and ensure your team tasks in ClickUp are in sync with this streamlined workflow. Whenever a field is updated in Salesforce, this automation immediately revises the corresponding task in ClickUp. This keeps your project information consistent across both platforms, saving you time and enhancing your team's efficiency.
Stay on top of changes in your Salesforce records and ensure your team tasks in ClickUp are in sync with this streamlined workflow. Whenever a field is updated in Salesforce, this automation immediately revises the corresponding task in ClickUp. This keeps your project information consistent across both platforms, saving you time and enhancing your team's efficiency.
- 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!Update Task
Updates an existing task.
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