- First, you need to register in ApiX-Drive
- Choose what data to transfer from ClickUp to Salesforce CRM
- Turn on auto-update
- Now the data will be automatically transferred from ClickUp to Salesforce CRM
Integration ClickUp + Salesforce CRM
Connect ClickUp and Salesforce CRM via web interface in 5 minutes, without programmers and special knowledge.
Create integration of ClickUp and Salesforce CRM yourself, without programmers
Other available integrations
ClickUp (245 available connectors)
Salesforce CRM (245 available connectors)
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Automation capabilities of
ClickUp and Salesforce CRM
Configure the rules once, according to which the systems will work.
Transmit data at specified intervals from ClickUp to Salesforce CRM.
Transmit data at specified intervals from ClickUp to Salesforce CRM.
Data source: ClickUp, available actions:
- Get TASKS (modified)
- Get TASKS (new)
- Get TASKS by stage (new)
- Get FOLDERS (new)
- Get LISTS (new)
Data receiver: Salesforce CRM, available actions:
- Create ACCOUNT
- Create POSSIBILITY
- Create TASK
- Create ORDER
- Create COMPANY
- Create CONTACT
- Create LEAD
F.A.Q. on integration of ClickUp and Salesforce CRM
How is integration of ClickUp and Salesforce CRM carried out?
How long does the integration take?
Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.
How much does it cost to integrate ClickUp with Salesforce CRM?
You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .
How many integrations are available in Apix-Drive?
At the moment, we have 268+ integrations beside ClickUp and Salesforce CRM
Information about ClickUp
Cloud service ClickUp provides a set of tools for collaborating on projects and tasks. Through it, you can create tasks and to-do lists, documents, wiki pages and knowledge bases. There is the possibility of maintaining tables, sending and receiving emails, scheduling tasks / projects and scheduling. ClickUp includes a system of reminders about tasks and events, monitoring mentions, tracking goals and tracking work progress. There is also time tracking, a flexible reporting system, a resource management module and a screen sharing option, as well as task commenting and online chat. More
Information about Salesforce CRM
The Salesforce CRM CRM platform offers users a range of solutions for customer relationship management, team customization, as well as marketing automation, analytics, customer service, and self-service application development. The company, which was founded in the United States in 1999, estimates that more than 150,000 companies worldwide are using its capabilities, including retailers, the financial sector, transportation companies, government and charitable organizations, and more. More
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