Connect Salesforce and ClickUp integrations
Connect Salesforce and ClickUp with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Salesforce and ClickUp 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 bulk data job is created.
Triggers when a field has changed in an object.
Triggers when a record is created or updated in an object.
Adds a dependency to a task.
Adds tag to a task.
Adds time tracked to a task.
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.
Creates new list for specific folder.
Creates a space.
Creates a new tag for specific space.
Creates a goal target.
Creates new task in a specific list or sub-task in a specific task.
Creates a new task in a list.
Creates a task from a specific template.
Creates a new time entry manually.
Deletes a specific checklist.
Deletes a specific checklist item.
Deletes a list or task comment.
Removes a dependency of tasks.
Deletes a folder.
Deletes a specific goal.
Deletes a list.
Deletes a specific space.
Deletes a space tag.
Deletes a target.
Deletes a specific task.
Deletes a time entry.
Deletes tracked time.
Updates checklist name and/or position.
Updates a checklist item.
Updates a folder.
Updates a goal.
Updates a list.
Updates a space.
Updates a space tag.
Updates a goal target.
Updates a task.
Updates a task.
Updates a task.
Updates tracked time.
Retrieves details about specific folder.
Retrieves details about specific goal.
Retrieves details about specific list.
Retrieves details about specific space.
Retrieves details about specific task or subtask.
Gets a specified time entry.
Retrieves details about specific view.
Gets a specified workspace.
Returns how long a task has been in each status. Available only for ClickUp Business plan.
Invites a user to a selected workspace.
Performs an arbitrary authorized API call.
Posts a comment to a task.
Posts a comment to a view.
Posts a comment to a list.
Removes tag from a specific task.
Starts or stops a timer.
Updates a list or task comment.
Updates an existing time entry.
Adds attachment to a task.
Retrieves all custom fields for specific list.
Retrieves all coments for specific task, view or list.
Retrieves all space lists.
Retrieves all folders for a specific space.
Retrieves all folder views.
Retrieves all workspace goals.
Retrieves all list members.
Retrieves all lists for specific folder.
Retrieves all list views.
Retrieves all spaces belonging to a specific team.
Retrieves all tags of a specific space.
Retrieves all space views.
Retrieves all task members.
Retrieves all tasks for specific list.
Retrieves all team views.
Retrieves all tasks for specific view.
Retrieves all workspaces.
Retrieves tasks for specific workspace.
Retrieves all subtasks for a specified task.
Retrieves all task templates.
Retrieves a list of time entries within a date range.
Retrieves a list of time entry's histories.
Retrieves tracked time for specific task.
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Create custom Salesforce and ClickUp 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 Salesforce and ClickUp
Popular Salesforce and ClickUp workflows.
Looking to get more out of Salesforce and ClickUp? With Make you can visually integrate Salesforce and ClickUp 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 ->Send Conversion Events to LinkedIn Conversions API from Salesforce
Use this template to send offline conversion events from Salesforce to LinkedIn Ads. To properly configure the template, watch the how-to video [here](https://youtu.be/a3RWHu4xht4).
TRY IT ->Retrieve and edit tasks in ClickUp for efficient project management
Streamline project management by retrieving and editing tasks in ClickUp. Automatically update task details to keep your projects on track.
TRY IT ->Get tasks from ClickUp and edit them with advanced options
Automatically fetch tasks from ClickUp and update them with advanced options, streamlining task management and enhancing productivity within your ClickUp workspace.
TRY IT ->Create ClickUp tasks from new emails in Gmail
Automatically create new tasks in ClickUp every time you receive a new Gmail email.
TRY IT ->Update Salesforce records using data from a custom webhook
Automatically update Salesforce records with data from a custom webhook, ensuring your CRM stays current with real-time information from external sources.
TRY IT ->Send custom webhooks to ClickUp to edit tasks automatically
Automatically update ClickUp tasks by sending custom webhooks. Streamline task management with real-time edits using CustomWebHook and ClickUp integration.
TRY IT ->
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