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.

Example Salesforce + ClickUp integrations

Salesforce iconarrow_forwardClickUp icon

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

ClickUp iconarrow_forwardSalesforce icon

Create record automatically in Salesforce for each task created in ClickUp

Salesforce iconarrow_forwardClickUp icon

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

ClickUp iconarrow_forwardSalesforce icon

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

Salesforce iconarrow_forwardClickUp icon

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?

Sign up now and get started with your first playbook today

Connect Salesforce and ClickUp to 100+ apps