Integrating ClickUp with Salesforce by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between ClickUp and Salesforce
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
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.
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It's easy to connect ClickUp + Salesforce without coding knowledge. Start creating your own business flow.
- Triggers
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New FolderTriggers when new folders are created.
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New List
Triggers when new lists are created.
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New Task
Triggers when tasks are added.
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Updated Task
Triggers when tasks updated.
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New AccountTriggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- Actions
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Create Folder
To Creates a new folder
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Create List
Creates a new list
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Create Subtask
Creates a new subtask
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Create Task
Creates a new task.
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New Checklist
Add a checklist to a task
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Post Attachment
Post an attachment to a task.
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Post a Task Comment
Post a comment to a task
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Update Task
Updates an existing task.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Record
Updates a existing record.
How ClickUp & Salesforce Integrations Work
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Step 1: Choose ClickUp as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Salesforce as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from ClickUp to Salesforce.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.