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Salesforce + ClickUp Integrations

Relay.app provides seamless integration between popular SaaS applications, allowing you to automate and streamline your workflows. One powerful integration is between Salesforce and ClickUp, enabling you to effortlessly connect the two apps.

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Example integrations featuring Salesforce and ClickUp

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Automatically create task in ClickUp for each opportunity stage reached in Salesforce

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Create record automatically in Salesforce for each task created in ClickUp

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Update task automatically in ClickUp for each opportunity stage changed in Salesforce

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Automatically update record in Salesforce for each task status changed in ClickUp

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Add comment to task automatically in ClickUp for each record added in Salesforce

Create your own Salesforce + ClickUp integration

Connect Salesforce to ClickUp

Select a trigger in Salesforce

Select an action in ClickUp

Create your playbook

Or, connect ClickUp to Salesforce

Select a trigger in ClickUp

Select an action in Salesforce

Create your playbook

Ready to start connecting Salesforce and ClickUp?

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