ClickUp + Salesforce
Update ClickUp lists when Salesforce records are updated
Use this workflow for an efficient method of staying updated on Salesforce records. As soon as there's an update in a record on Salesforce, a corresponding list gets created in ClickUp instantly. This seamless automation aids in tracking changes and managing tasks in ClickUp based on the updates from Salesforce, making the record-keeping process faster and more organized.
Use this workflow for an efficient method of staying updated on Salesforce records. As soon as there's an update in a record on Salesforce, a corresponding list gets created in ClickUp instantly. This seamless automation aids in tracking changes and managing tasks in ClickUp based on the updates from Salesforce, making the record-keeping process faster and more organized.
- 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 List
Triggers when new lists are created.
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