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Salesforce + ClickUp Integrations

How to connect Salesforce + ClickUp

Zapier lets you send info between Salesforce and ClickUp automatically—no code required.

When this happens...
SalesforceSalesforce
New Outbound Message

Triggers when a new outbound message is received in Salesforce.

automatically do this!
ClickUpClickUp
Create Folder

Creates a new folder

Supported triggers and actions

What does this mean?

How Salesforce + ClickUp Integrations Work

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

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn More

Related categories

  • CRM (Customer Relationship Management)
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clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn More

Related categories

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