Integrate Salesforce with ClickUp

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

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.

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.

ClickUp Integrations
ClickUp Alternatives

Looking for the ClickUp Alternatives? Here is the list of top ClickUp Alternatives

  • Trello Integration Trello
  • Todoist Integration Todoist
  • Asana Integration Asana
  • Hive Integration Hive
  • Scoro Integration Scoro
  • Smartsheet Integration Smartsheet
  • Wrike Integration Wrike
  • Microsoft To-Do Integration Microsoft To-Do
  • Miro Integration Miro
  • Coda Integration Coda

Best Salesforce and ClickUp Integrations

  • Salesforce Integration ClickUp Integration

    Salesforce + ClickUp

    Post a Task Comment in ClickUp when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    ClickUp Integration Post a Task Comment
  • Salesforce Integration ClickUp Integration

    Salesforce + ClickUp

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

    Salesforce + ClickUp

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

    Salesforce + ClickUp

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

    Salesforce + ClickUp

    Create Subtask to ClickUp from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    ClickUp Integration Create Subtask
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.

  • 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.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

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

How Salesforce & ClickUp Integrations Work

  1. Step 1: Choose Salesforce 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 ClickUp 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 Salesforce to ClickUp.

    (2 minutes)

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

Integration of Salesforce and ClickUp

As the world has been growing at a fast pace, businesses have been growing in number as well. In today’s time, every business is connected on social media and almost everyone can be reached through social media. To stay connected and to grow the business, it is very important for businesses to have a good website that is easy to use. It should be fast so that the clients do not lose interest. It should also be secure so that there will be no loss of data and information. Salesforce is a platform that helps businesses to manage and grow their business. It is an integrated cloud-based service where users can create leads, opportunities and accounts without any coding knowledge. It provides a better way to connect with customers, thus growing the business. ClickUp is one of the most popular tops for businesses to manage their tasks, projects and sales. It provides an easy way to manage all the tasks of a team. It enhances the ability to work together and keep track of the different things going on in the business.

When it comes to managing customer relations, Salesforce provides an easy way to help you manage all the activities in your business. From creating leads and opportunities to managing them all the way through to closing deals and tracking the pipeline, Salesforce helps you get it all done efficiently and smoothly. It also offers features including lead scoring, marketing automation, campaign management and data analytics. Salesforce helps with business processes like marketing, sales, and service to give you complete visibility into your pipeline and customer interactions. With Salesforce Data.com, you can use data from across any source and combine it with your own data to gain insights into your business. You can store this data on Amazon S3 or on any object storage provider of your choice. In addition to Salesforce data services, you can also choose from a wide range of third-party data sources, including Redis, MongoDB, Elasticsearch, SQS, MySQL and more. You can also use Apache Spark™ to process data generated by Salesforce Data Services.

ClickUp gives users a powerful way to cplaborate with each other on projects. It lets users plan projects based on objective, assign tasks for individuals or entire teams; track progress for every task; and see how much time was spent on each task. Having said that, ClickUp is an intuitive top that helps businesses save money by eliminating expensive software costs as it is completely free. It also helps businesses increase productivity since users can now manage their workload effectively. By using this top you can easily communicate with anyone within the team and share files with ease without leaving the platform. It also enables you to complete tasks faster since everything is in one place. The platform allows users to monitor each project’s progress and make decisions based on real-time updates instead of having to wait for reports which often prove inaccurate.

To sum up, Salesforce is an amazing top that helps companies grow their businesses by getting new clients through marketing automation while keeping existing clients happy by tracking and respving their issues quickly via service automation. It also helps businesses grow their businesses by providing them insights through data analytics. ClickUp is an amazing top that helps businesses save a lot of money by eliminating overpriced software costs and saving time by keeping everything in one place.

The process to integrate Salesforce and ClickUp 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.