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.

Example ClickUp + Salesforce integrations

ClickUp iconarrow_forwardSalesforce icon

Automatically create record in Salesforce for each task created in ClickUp

Salesforce iconarrow_forwardClickUp icon

Create task automatically in ClickUp for each opportunity stage reached in Salesforce

ClickUp iconarrow_forwardSalesforce icon

Update record automatically in Salesforce for each task status changed in ClickUp

Salesforce iconarrow_forwardClickUp icon

Automatically update task in ClickUp for each opportunity stage changed in Salesforce

Salesforce iconarrow_forwardClickUp icon

Add 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
Create your playbook

Or, connect Salesforce to ClickUp

Select a trigger in Salesforce
Select an action in ClickUp
Create your playbook

Ready to start connecting ClickUp and Salesforce?

Sign up now and get started with your first playbook today

Connect ClickUp and Salesforce to 100+ apps