ClickUp + Salesforce Essentials

Add tasks in ClickUp from new Salesforce Essentials opportunities

It might take more work to take advantage of new opportunities, but it doesn't have to take more time. That's the idea behind this integration, which automatically creates a ClickUp task as soon as a new opportunity is added in Salesforce Essentials. Get a head start on your workflows, no added clicks required.

It might take more work to take advantage of new opportunities, but it doesn't have to take more time. That's the idea behind this integration, which automatically creates a ClickUp task as soon as a new opportunity is added in Salesforce Essentials. Get a head start on your workflows, no added clicks required.

  1. When this happens...
    Salesforce EssentialsSalesforce Essentials
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.

    TriggerPolling
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
    • CampaignRequired

    • LeadRequired

    Action
    Write
    • Salesforce ObjectRequired

    Action
    Write
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

  • Project Management

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salesforce-essentials logo
salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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