Gravity Forms + Salesforce + ClickUp Integrations

How to connect Gravity Forms + Salesforce + ClickUp

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Do even more with Gravity Forms + Salesforce + ClickUp

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Gravity Forms, Salesforce, and ClickUp. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Form Submission
Triggers when the specified form is submitted.
Trigger
Instant
Create Entry
Creates a new form entry.
Action
Write
Submit Form
Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.
Action
Write
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled

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.).
Trigger
Scheduled
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled

Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write

Salesforce
Adds an existing file to an existing Record.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
Salesforce
Creates a new File (max 25MB).
Scheduled
Action
Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
ClickUp
Triggers when new folders are created.
Instant
Trigger
ClickUp
Triggers when new lists are created.
Instant
Trigger
ClickUp
Triggers when tasks are added.
Instant
Trigger
ClickUp
Triggers when a task changes.
Instant
Trigger
ClickUp
Add a checklist to a task
Scheduled
Action
ClickUp
Creates a new folder
Scheduled
Action
ClickUp
Creates a new list
Scheduled
Action
ClickUp
Post a comment to a task
Scheduled
Action
ClickUp
Add time tracked to a task
Scheduled
Action
ClickUp
Post an attachment to a task.
Scheduled
Action
ClickUp
Creates a new subtask
Scheduled
Action
ClickUp
Creates a new task.
Scheduled
Action
ClickUp
Updates an existing task.
Scheduled
Action
ClickUp
Find an existing task by searching custom fields.
Scheduled
Action
ClickUp
Find an existing task by its ID.
Scheduled
Action
ClickUp
Find an existing user by their name or their email.
Scheduled
Action

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How Gravity Forms + Salesforce + ClickUp Integrations Work

Step 1: Authenticate Gravity Forms, Salesforce, and ClickUp.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.