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.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
About ClickUp
ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
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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.
