ClickUp + Salesforce Integration

Integrate ClickUp to Salesforce in one click, or tell Integrately AI how you want each task handled. Sync project tasks, create customer records instantly, update fields automatically, and keep your teams aligned.

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1.
  • ClickUp
    Goal is created in ClickUp Instant
  • ClickUp
    Goal is updated in ClickUp Instant
  • ClickUp
    Goal is deleted in ClickUp Instant
  • ClickUp
    Target is created in ClickUp Instant
  • ClickUp
    Target is updated in ClickUp Instant
  • ClickUp
    Target is deleted in ClickUp Instant
  • ClickUp
    Task is created in ClickUp
  • ClickUp
    New message is posted on channel in ClickUp
  • ClickUp
    Task status is updated in ClickUp Instant
  • ClickUp
    Task comment is posted in ClickUp Instant
  • ClickUp
    Task is moved in ClickUp Instant
  • ClickUp
    Task priority is updated in ClickUp Instant
  • ClickUp
    Task assignee is updated in ClickUp Instant
  • ClickUp
    Task due date is updated in ClickUp Instant
  • ClickUp
    Task is deleted in ClickUp Instant
  • ClickUp
    Subtask is created in ClickUp Instant
  • ClickUp
    Task time tracked is Updated in ClickUp Instant
  • ClickUp
    Task tag is updated in ClickUp Instant
  • ClickUp
    Task comment is updated in ClickUp Instant
  • ClickUp
    Folder is created in ClickUp Instant
  • ClickUp
    Folder is updated in ClickUp Instant
  • ClickUp
    Folder is deleted in ClickUp Instant
  • ClickUp
    List is created in ClickUp Instant
  • ClickUp
    List is updated in ClickUp Instant
  • ClickUp
    List is deleted in ClickUp Instant
  • ClickUp
    Space is created in ClickUp Instant
  • ClickUp
    Space is updated in ClickUp Instant
  • ClickUp
    Space is deleted in ClickUp Instant
  • ClickUp
    Task is updated in ClickUp
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.

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Ready Workflows Ready Workflows for ClickUp + Salesforce Integration

Create tasks, log records, sync project data, alert your team, and track progress, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + ClickUp Integration

Create ClickUp task for new Salesforce task

Salesforce provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Salesforce. ClickUp is a great tool for this.

All you need to do is - integrate ClickUp with Salesforce to create task in ClickUp automatically when certain task occur in Salesforce. This can save you time by not having to manually create tasks in both systems.
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Salesforce + ClickUp Integration

Create ClickUp task for new Salesforce opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in ClickUp to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Salesforce? Well now there is!

With our integration between Salesforce and ClickUp, creating task in ClickUp is now easier than ever. Whenever a opportunity is created in Salesforce, you can automatically create a corresponding task in ClickUp to keep your team up-to-date.
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Salesforce + ClickUp Integration

Create ClickUp task for new Salesforce record

As any project manager knows, tasks are essential for tracking progress on a project. Not only do they provide a clear outline of what needs to be done, but they also help to keep team members on schedule.

However, creating tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the task-creation process in ClickUp is to use this Salesforce - ClickUp integration. Using this integration, you can create a new task in ClickUp that will be automatically populated with data from a new record in a Salesforce.

This can help to save valuable time and ensure that each task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the task-creation process.
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  • 1of4
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your ClickUp + Salesforce flow

Connect messaging, customer data, and support tools to keep your projects and sales pipeline moving together. Pick a combination and activate it in one click.

ClickUp
Salesforce
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SlackSlack (8)
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HubSpotHubSpot (8)
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Jira Software CloudJira Software Cloud (8)
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ZendeskZendesk (8)
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GmailGmail (8)
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Google DriveGoogle Drive (8)
C
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Add every new ClickUp task to Salesforce, and notify your team instantly on Slack
New ClickUp tasks appear in Salesforce within seconds and your team hears about it in Slack, so nobody misses a critical project update.
S
S
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Notify your Slack channel when a Salesforce record is updated
Salesforce record updates trigger immediate Slack alerts and post task comments in ClickUp automatically.
C
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When a ClickUp task status is updated, notify your Slack channel and update the Salesforce record
ClickUp status changes update Salesforce records instantly and broadcast the progress on Slack.
S
C
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Create a ClickUp task for every new Salesforce lead, and confirm it in Slack
New Salesforce leads generate ClickUp project tasks immediately while notifying your team in Slack.
S
S
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If a new Salesforce opportunity is created, alert your sales channel in Slack and create a ClickUp task
New Salesforce opportunities instantly notify your sales channel in Slack and generate project tasks in ClickUp.
S
S
C
When a Salesforce case is updated, post an alert in Slack and update the ClickUp task
Salesforce case updates trigger Slack notifications and keep your ClickUp tracking tasks current.
C
S
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Use Claude to summarise every new ClickUp task comment, post the brief in Slack, and create a Salesforce task
Task comments are analysed by Claude to generate team briefs in Slack and create follow-up tasks in Salesforce.
S
C
S
Turn every new Salesforce lead into a ClickUp task, create a HubSpot contact, and announce it in Slack
Salesforce leads become ClickUp project tasks, generate HubSpot contacts, and trigger Slack announcements.

Supported triggers and actions for ClickUp and Salesforce

Mix and match to build the exact automation you need

ClickUp
ClickUp Triggers & Actions
Instant
Goal is created in ClickUp
Triggers the automation when a new goal is created
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Instant
Goal is updated in ClickUp
Triggers the automation when a goal is updated
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Instant
Goal is deleted in ClickUp
Triggers the automation when a goal is deleted
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Instant
Target is created in ClickUp
Triggers the automation when a new target is created
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Instant
Target is updated in ClickUp
Triggers the automation when a target is updated
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Instant
Target is deleted in ClickUp
Triggers the automation when a target is deleted
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Task is created in ClickUp
Triggers the automation when task is created
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New message is posted on channel in ClickUp
Triggers the automation when a new message is posted on a channel
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Instant
Task status is updated in ClickUp
Triggers the automation when the status of a task is changed
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Instant
Task comment is posted in ClickUp
Triggers the automation when a task comment is posted
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Instant
Task is moved in ClickUp
Triggers the automation when a task is moved with
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Instant
Task priority is updated in ClickUp
Triggers the automation when the priority level of a task is changed
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Instant
Task assignee is updated in ClickUp
Triggers the automation when a task assignee is changed
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Instant
Task due date is updated in ClickUp
Triggers the automation when a task due date is updated
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Instant
Task is deleted in ClickUp
Triggers the automation when a task is deleted
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Instant
Subtask is created in ClickUp
Triggers the automation when a subtask is created
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Instant
Task time tracked is Updated in ClickUp
Triggers the automation when task time tracking is updated
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Instant
Task tag is updated in ClickUp
Triggers the automation when the tag assigned to any task is changed
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Instant
Task comment is updated in ClickUp
Triggers the automation when a task comment is updated
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Instant
Folder is created in ClickUp
Triggers the automation when a new folder is created
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Instant
Folder is updated in ClickUp
Triggers the automation when a folder is updated
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Instant
Folder is deleted in ClickUp
Triggers the automation when a folder is deleted
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Instant
List is created in ClickUp
Triggers the automation when a new list is created
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Instant
List is updated in ClickUp
Triggers the automation when any list is modified
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Instant
List is deleted in ClickUp
Triggers the automation when any list is deleted
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Instant
Space is created in ClickUp
Triggers the automation when a new space is created
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Instant
Space is updated in ClickUp
Triggers the automation when any space is modified
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Instant
Space is deleted in ClickUp
Triggers the automation when any space is deleted
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Task is updated in ClickUp
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Create threaded comment in ClickUp
Creates a new threaded comment
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Search task by custom field in ClickUp
Searches for tasks using a custom field
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Send message to channel in ClickUp
Sends a message to a specific channel
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Send direct message in ClickUp
Sends a direct message to a user
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Create task in ClickUp
Creates a new task
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Update task with custom field in ClickUp
Updates a task in the project management system with a custom field value
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Create subtask in ClickUp
Creates a subtask
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Update task in ClickUp
Updates the task with new information or changes
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Search task in ClickUp
Searches for a task
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Post task comment in ClickUp
Posts a comment on a task
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Post list comment in ClickUp
Posts a comment on a list
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Post view comment in ClickUp
Posts a comment on a view
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Create list in ClickUp
Generates a new list
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Update list in ClickUp
Updates a designated list with new information or changes
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Get list details by id in ClickUp
Retrieves detailed information about a list based on its id
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Search list in ClickUp
Scans and retrieves results for a particular list
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Delete list in ClickUp
Deletes a list
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Create folder in ClickUp
Creates a new folder
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Search folder in ClickUp
Searches for a folder
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Update folder in ClickUp
Updates the contents of a particular folder
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Get folder details by id in ClickUp
Retrieves information about a folder using its id
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Create space in ClickUp
Creates a new space
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Get space details by id in ClickUp
Retrieves detailed information of a space using its id
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Search space in ClickUp
Searches for a space
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Invite guest to workspace in ClickUp
Sends an invitation to a guest to join the workspace
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Update space in ClickUp
Updates the space with new content and changes
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Get view details by ID in ClickUp
Retrieves details of a view using its id
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Create task from template in ClickUp
Generates a task based on a pre-defined template
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Add tag to a task in ClickUp
Adds a tag to a task
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Upload task attachment in ClickUp
Uploads task attachments to designated folders
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Add dependency to task in ClickUp
Links tasks together to establish dependencies
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Create space tag in ClickUp
Generates a new space tag
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Update target in ClickUp
Updates the particular target with new data or information
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Get task details by ID in ClickUp
Retrieves the details of a task based on its unique id
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Update time tracked in ClickUp
Logs and updates time spent on tasks in the time tracking tool
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Create target in ClickUp
Generates a new target
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Remove tag from task in ClickUp
Removes a tag from a task
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Create goal in ClickUp
Generates a new goal
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Update goal in ClickUp
Updates the goal based on new information
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Create folderless list in ClickUp
Generates a list of items without organizing them into folders
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Delete dependency from task in ClickUp
Deletes dependency link between two tasks
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Delete target in ClickUp
Deletes a target
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Delete goal in ClickUp
Deletes a goal
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Delete checklist item in ClickUp
Deletes an item from a checklist
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Update space tag in ClickUp
Updates the tag associated with a space
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Get goal details by ID in ClickUp
Retrieves goal details by using their unique id identifier
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Search goal in ClickUp
Searches for a goal
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Search team view in ClickUp
Searches for a team view
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Search task template in ClickUp
Searches for a task template
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Create time entry in ClickUp
Creates a new time entry
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Create checklist in ClickUp
Generates a checklist for tasks
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Update checklist in ClickUp
Updates checklist items with new tasks or completions
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Delete checklist in ClickUp
Deletes a checklist
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Update comment in ClickUp
Updates comments with new information
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Update checklist item in ClickUp
Updates a item on the checklist
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Search custom fields in ClickUp
Searches for custom fields
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Create checklist item in ClickUp
Generates a checklist item
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Search task using filters in ClickUp
Searches for a task using filters
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Search task in view in ClickUp
Searches for a task in a view
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Search sub-task in task in ClickUp
Searches for a sub-task in a task
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Add task link in ClickUp
Creates a hyperlink to add a new task
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Search folderless list in ClickUp
Searches for a folderless list
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Search list members in ClickUp
Searches for list members
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Search task members in ClickUp
Searches for task members
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Search tracked time in ClickUp
Searches for tracked time
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Search task comment in ClickUp
Searches for a task comment
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Search workspace in ClickUp
Searches for a workspace
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Search list comment in ClickUp
Searches for a list comment
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Add task to list in ClickUp
Adds a task to a designated list
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Search space view in ClickUp
Searches for a sub-task in a task
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Search list view in ClickUp
Searches for a list view
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Search folder view in ClickUp
Searches for a folder view
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Delete task in ClickUp
Deletes a task
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Delete space tag in ClickUp
Deletes a space tag
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Delete time tracked in ClickUp
Removes recorded time entries from the database
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Delete folder in ClickUp
Deletes a folder
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Delete comment from task in ClickUp
Deletes a comment associated with a task
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Delete space in ClickUp
Deletes a space
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Search space tag in ClickUp
Searches for a space tag
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with ClickUp + Salesforce?

Connect your project management and CRM workflows to eliminate manual data entry and keep your teams perfectly aligned.

What you can automate?
🎯
Create records from new tasks automatically
Whenever a new task is created in ClickUp, automatically create a corresponding record in Salesforce without lifting a finger.
📋
Capture every task detail and custom field
Map all available task descriptions, due dates, and priority levels directly into Salesforce fields instead of just basic titles.
📢
Notify your team instantly on updates
Trigger immediate alerts and updates across your connected messaging tools the moment a task status or Salesforce record changes.
🔀
Route items based on specific field values
Send high-priority tasks to specific Salesforce accounts or trigger different workflows based on submitted lead tiers.
🔄
Keep destination records up to date in real time
Ensure that whenever a task is modified or moved in ClickUp, the corresponding Salesforce record updates automatically.
🛡️
Prevent duplicates with smart search and update
Search existing Salesforce records before creating new ones, updating information instead of cluttering your CRM with duplicates.
💰
Handle later status changes and deal closures
When a Salesforce opportunity status updates or a project reaches completion, trigger automated follow-up actions across your workflow.
🌐
Extend your workflow with powerful supporting apps
Push synced task and CRM data directly into Slack, Gmail, or Google Drive to keep all your collaborating teams informed.
And much more...

Who is ClickUp + Salesforce integration for?

Project managers and sales teams rely on ClickUp and Salesforce to coordinate work and track revenue, but manual data entry often leaves teams out of sync.

Sales Leaders
Sales Leaders
Account Executives
Account Executives
Client Success Managers
Client Success Managers
Operations Managers
Operations Managers
Project Coordinators
Project Coordinators
Sales Operations Specialists
Sales Operations Specialists
📈
Sales Leaders
You review pipeline reports and forecasting data to make critical decisions, but delays in logging tasks leave your revenue numbers incomplete — with this integration, every project update flows into Salesforce instantly and your reports stay accurate.
Account Executives
You need to act fast on new customer requests, but waiting for team handoffs means you find out about task completions too late — this integration means every completed ClickUp task updates your Salesforce records immediately.
🤝
Client Success Managers
You answer to clients who want clear visibility into project progress, but digging through separate tools wastes valuable time — connecting these apps means your Salesforce account views always reflect current ClickUp activity.
📊
Operations Managers
The sheer volume of tasks and customer records makes manual updates impossible to keep up with, leading to scattered data — automating both apps means high volumes of tasks sync across your systems without manual intervention.
🔧
Project Coordinators
You own the execution phase and depend on upstream sales handoffs to begin your work, but communication gaps stall your timelines — with this integration, every new Salesforce opportunity automatically generates your project tasks.
📝
Sales Operations Specialists
You need a reliable audit history of every deal and task, but manual data transfers keep leaving frustrating gaps in your timeline — connecting these apps means every activity is logged accurately from start to finish.
Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate ClickUp + Salesforce

Build and manage your ClickUp + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ClickUp + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect ClickUp to Salesforce?
Frequently Asked Questions
You can connect ClickUp to Salesforce in 1 click using ready templates on Integrately or ask Integrately AI to build the automation. It also integrates seamlessly with apps like Slack, HubSpot, and Google Drive.
Can I sync my ClickUp tasks to Salesforce records automatically?
Frequently Asked Questions
Can I connect ClickUp, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickUp and Salesforce?
Frequently Asked Questions
How does ClickUp handle task updates in this integration?
Frequently Asked Questions
How does Salesforce manage record updates during automation?
Frequently Asked Questions
Do I need coding skills to automate ClickUp and Salesforce?
Frequently Asked Questions
Is the ClickUp and Salesforce integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect ClickUp or Salesforce With 1500+ Other Apps

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Popular ClickUp Integrations
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Salesforce
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