Connect ClickUp and Salesforce integrations
Connect ClickUp and Salesforce with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like ClickUp and Salesforce to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a specific folder event happens.
Triggers when a specific list event happens.
Triggers when a specific space event happens.
Triggers when a task or subtask is created or updated.
Triggers when a specific task or subtask event happens.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Downloads an attachment or a document.
Gets a specified record in an object.
Performs an arbitrary authorized API call.
Posts a message to a chatter feed.
Updates an existing record in an object.
Upserts a record.
Retrieves all bulk data jobs in the organization.
Lists or searches for records in an object using filter or SOQL query.
Searches for records in an object using SOSL query.
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Create custom ClickUp and Salesforce workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds tag to a task.
Adds time tracked to a task.
Adds a dependency to a task.
Completes or aborts a job.
Adds new checklist to a specific task.
Creates an item in a checklist.
Creates new folder for specific space.
Creates a folderless list.
Creates new workspace goal.
Connect any app with ClickUp and Salesforce
Popular ClickUp and Salesforce workflows.
Looking to get more out of ClickUp and Salesforce? With Make you can visually integrate ClickUp and Salesforce into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create a ClickUp task from a new Salesforce opportunity and send a Slack notification
Use this template to automatically create a ClickUp task and send a Slack notification when a new Salesforce opportunity is created.
TRY IT ->Create ClickUp tasks from new opportunities in SalesForce
Every time a new opportunity is created in SalesForce, Make will automatically create a new task in a ClickUp list of your choice.
TRY IT ->Create ClickUp tasks from new Google Sheets spreadsheet rows
Automatically create new tasks in ClickUp every time there is a new row in Google Sheets. Use this [example spreadsheet](https://bit.ly/2JqTH7q) for a quick and simple setup.
TRY IT ->Watch ClickUp tasks and send data via HTTP action
Automatically monitor ClickUp tasks and retrieve detailed task information, then send data via HTTP action for streamlined project management and communication.
TRY IT ->Manage ClickUp tasks and time entries with Android button presses
Press an Android button to list ClickUp subtasks and start or stop time entries, streamlining task management and time tracking in ClickUp.
TRY IT ->Watch ClickUp tasks, get task details, and edit tasks automatically
Automatically monitor ClickUp tasks, retrieve detailed task information, and update tasks as needed. Streamline task management with ClickUp's powerful automation capabilities.
TRY IT ->Manage ClickUp tasks with custom webhooks for efficient workflow automation
Streamline task management by automating ClickUp tasks with custom webhooks. Trigger task retrieval and updates in ClickUp for enhanced workflow automation.
TRY IT ->Monitor ClickUp tasks and update them with advanced edits
Automatically monitor ClickUp tasks and apply advanced edits. Keep your task management streamlined with ClickUp's watch, retrieve, and edit functionalities.
TRY IT ->Create and update ClickUp tasks with custom fields using a webhook
Automatically update ClickUp tasks with custom fields when triggered by a Custom WebHook. Streamline task management with real-time updates using ClickUp's advanced features.
TRY IT ->
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