Integrate ClickUp with Salesforce

Appy Pie Connect allows you to automate multiple workflows between ClickUp and Salesforce

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About ClickUp

ClickUp is a cloud-based collaboration and project management platform that allows you to manage your work and personal tasks in an efficient way. From assigning tasks, to holding discussions, to creating milestones and tracking timesheets for individual or shared projects, ClickUp delivers the right features in an intuitive interface.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ClickUp and Salesforce Integrations

  • ClickUp Integration Salesforce Integration

    ClickUp + Salesforce

    Create Lead to Salesforce from New Folder in ClickUp Read More...
    Close
    When this happens...
    ClickUp Integration New Folder
     
    Then do this...
    Salesforce Integration Create Lead
  • ClickUp Integration Salesforce Integration

    ClickUp + Salesforce

    Create Custom Object to Salesforce from New Folder in ClickUp Read More...
    Close
    When this happens...
    ClickUp Integration New Folder
     
    Then do this...
    Salesforce Integration Create Custom Object
  • ClickUp Integration Salesforce Integration

    ClickUp + Salesforce

    Create Contact to Salesforce from New Folder in ClickUp Read More...
    Close
    When this happens...
    ClickUp Integration New Folder
     
    Then do this...
    Salesforce Integration Create Contact
  • ClickUp Integration Salesforce Integration

    ClickUp + Salesforce

    Update Contact in Salesforce when New Folder is created in ClickUp Read More...
    Close
    When this happens...
    ClickUp Integration New Folder
     
    Then do this...
    Salesforce Integration Update Contact
  • ClickUp Integration Salesforce Integration

    ClickUp + Salesforce

    Update Custom Object in Salesforce when New Folder is created in ClickUp Read More...
    Close
    When this happens...
    ClickUp Integration New Folder
     
    Then do this...
    Salesforce Integration Update Custom Object
  • ClickUp Integration {{item.actionAppName}} Integration

    ClickUp + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect ClickUp + Salesforce in easier way

It's easy to connect ClickUp + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Folder

    Triggers when new folders are created.

  • New List

    Triggers when new lists are created.

  • New Task

    Triggers when tasks are added.

  • Updated Task

    Triggers when tasks updated.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

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

    Actions
  • Create Folder

    To Creates a new folder

  • Create List

    Creates a new list

  • Create Subtask

    Creates a new subtask

  • Create Task

    Creates a new task.

  • New Checklist

    Add a checklist to a task

  • Post a Task Comment

    Post a comment to a task

  • Update Task

    Updates an existing task.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How ClickUp & Salesforce Integrations Work

  1. Step 1: Choose ClickUp as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from ClickUp to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of ClickUp and Salesforce

ClickUp?

  • Salesforce?
  • ClickUp is a web-based productivity software that allows users to easily manage their team and projects. It offers project management features, time tracking, customer support, and more.

    Salesforce is a cloud-based customer relationship management (CRM. software developed by Salesforce.com. Its user interface is built on top of HTML 5 and JavaScript, which are the core technpogies of the Force.com platform. This makes it possible for developers to build custom applications on the platform using Apex and Visualforce.

  • Integration of ClickUp and Salesforce
  • As explained above, Salesforce is one of the best CRM software in the market right now. It has a variety of features in it like project management, time tracking, and it can be used in every industry.

    It is easy to use with its drag and drop interface and you can create any kind of report. The only issue with Salesforce is that it needs to be connected with other tops such as Google Calendar, Google Drive, Slack etc. This means that you have to use multiple tops to get your work done.

    ClickUp offers all these features and more at a fraction of the price. It includes project management, time tracking, task management, CRM, sales pipeline, and more. On average, each user of ClickUp costs $2 per month while each user of Salesforce costs $50 per month or more.

    Integrating ClickUp with Salesforce will eliminate the need for multiple tops as both of the software will work together seamlessly. Users will be able to access both the software from one place without any difficulties.

  • Benefits of Integration of ClickUp and Salesforce
  • There are many benefits of integrating ClickUp and Salesforce together. Firstly, there will be no confusion between the two software as users will be able to access them from one platform. They will not have to jump from one top to another or spend hours trying to find the information they want. This will save a lot of time for users.

    Secondly, it will improve the productivity of users as they will be able to access all their data in one place without having to look around for it. For example, if you need a report or data for your CRM, you can get it directly from your project management software.

    Thirdly, there are many integrations available with ClickUp which will make it easier for users to access their data in other tops such as Google Calendar, Google Drive, Slack etc without having to login into those platforms separately. This will also save time for users as they will not have to switch between multiple platforms to complete their work.

    Finally, there is an integration available with Gmail which allows users to send emails directly from ClickUp via Gmail. This will reduce spam emails as users won’t have to send mails from different platforms and can just use Gmail to send out bulk emails. The email feature helps users communicate with clients and receive feedback about their product easily.

    In this article, I have explained what ClickUp is and how it is related with Salesforce. Then I have discussed the benefits of integrating these two softwares together. Overall, integration will make it easier for users to manage their team and project because they will have access to all their data in one place without having to search through various softwares.

    The process to integrate ClickUp and RingCentral may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.