ClickUp + Salesforce Integrations
Relay.app provides seamless integration between popular SaaS applications, allowing you to automate and streamline your workflows. One powerful integration is between ClickUp and Salesforce, enabling you to effortlessly connect the two apps.
arrow_forwardAutomatically create record in Salesforce for each task created in ClickUp
arrow_forwardCreate task automatically in ClickUp for each opportunity stage reached in Salesforce
arrow_forwardUpdate record automatically in Salesforce for each task status changed in ClickUp
arrow_forwardAutomatically update task in ClickUp for each opportunity stage changed in Salesforce
arrow_forwardAdd comment to task automatically in ClickUp for each record added in Salesforce
Create your own ClickUp + Salesforce integration
Connect ClickUp to Salesforce
Select a trigger in ClickUp
Select an action in Salesforce
Or, connect Salesforce to ClickUp
Select a trigger in Salesforce
Select an action in ClickUp
Ready to start connecting ClickUp and Salesforce?
Sign up now and get started with your first playbook today