ClickUp + Salesforce
Create lists in ClickUp for every new record in Salesforce
When a new record is added in Salesforce, it often means there's work to be done. Streamline your project management process with this integration that instantly generates a list in ClickUp whenever there's a new record in Salesforce. This allows you to better keep track of tasks and provides a cohesive workflow between your sales and project management efforts.
When a new record is added in Salesforce, it often means there's work to be done. Streamline your project management process with this integration that instantly generates a list in ClickUp whenever there's a new record in Salesforce. This allows you to better keep track of tasks and provides a cohesive workflow between your sales and project management efforts.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create List
Triggers when new lists are created.
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