ClickUp + Salesforce
Create new ClickUp tasks when new opportunities are added in Salesforce
You should be spending time on following up with opportunities, not creating tasks. This Salesforce-ClickUp integration will create a new ClickUp task for any opportunity created in Salesforce. Save time and follow up with more lost opportunities!
You should be spending time on following up with opportunities, not creating tasks. This Salesforce-ClickUp integration will create a new ClickUp task for any opportunity created in Salesforce. Save time and follow up with more lost opportunities!
- 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 Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
About ClickUp
ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
