ClickUp + Salesforce
Create Salesforce records for new ClickUp folders to streamline organization
Easily manage your projects and customer information by connecting ClickUp to Salesforce. When you create a new folder in ClickUp, this automation will add a corresponding record in Salesforce, ensuring your team stays organized and up-to-date. Save time and reduce manual data entry errors with this seamless workflow between your project management and CRM tools.
Easily manage your projects and customer information by connecting ClickUp to Salesforce. When you create a new folder in ClickUp, this automation will add a corresponding record in Salesforce, ensuring your team stays organized and up-to-date. Save time and reduce manual data entry errors with this seamless workflow between your project management and CRM tools.
- When this happens...New Folder
Triggers when new folders are created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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