Salesforce + ClickUp + Google Sheets Integrations
How to connect Salesforce + ClickUp + Google Sheets
Zapier lets you send info between Salesforce and ClickUp and Google Sheets automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Do even more with Salesforce + ClickUp + Google Sheets
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Salesforce, ClickUp, and Google Sheets. And don’t forget that you can add more apps and actions to create complex workflows.
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message TextRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
CommentRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
ActionThis is an event a Zap performs.SearchFind existing data in your appCheck Plan Bandage
WorkspaceRequired
FieldRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNo Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy Worksheet Destination
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
Headers
Overwrite existing worksheets
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Text Bold
Text Italic
Text Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search from last row
Row Count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
ColumnsRequired
Row CountRequired
First Row
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
TitleRequired
Headers
Overwrite existing worksheets
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record to LinkRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Warning
Opportunity
Create New Opportunity
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Note
Salesforce ObjectRequired
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
Order By
Order Direction
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
Order By
Order Direction
Limit
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundReaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
Checklist NameRequired
Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field nameRequired
Description
Required in tasks
Pinned
Visible to guests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
StartRequired
EndRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Task Description
Markdown Content
Assignee Emails
Priority
Due Date
Start Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Task by ID
Find an existing task by its ID.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search from last row
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search from last row
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Salesforce + ClickUp + Google Sheets Integrations Work
- Step 1: Authenticate Salesforce, ClickUp, and Google Sheets.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
About ClickUp
ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Related categories
About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Related categories
Other Salesforce + ClickUp Integrations
Other Salesforce + Google Sheets Integrations
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- google-drive
- linkedin-lead-gen-forms
- mailchimp
- schedule
- typeform
- google-forms
- unbounce
- quickbooks
- webflow
- email-parser
- activecampaign
- google-lead-form-extension
- clickfunnels
- xero
- jotform
- hubspot
- zoom
- wufoo
- instapage
- shopify
- mysql
- google-docs
- formstack
- box
- gotowebinar
- wpforms
- ninjaforms
- facebook-lead-ads-beta
- woocommerce
- surveymonkey
- squarespace
- sendinblue
- clearbit
- pandadoc
- schedule-it
- webinarjam
- url-shortener
- ringcentral
- pdffiller
- paperform
- mailparser
- magento
- livestorm
- eventbrite
- dear-inventory
- cognito-forms
- calendly
- airtable
- acuity-scheduling
- woodpecker
- practice-ignition
- klaviyo
- bitly
- productboard
- zendesk
- twilio
- tiktok-lead-generation
- tidio
- stripe
- storage
- ruler-analytics
- postgresql
- pardot
- microsoft-outlook
- mandrill
- lead-information
- intercom
- google-calendar
- google-analytics
- google-ads
- filevine
- docusign
- clicksend
- chatwork
- appcues
- asana
- zoho-crm
- zendesk-sell
- zapier-chrome-extension
- ws-form
- wp-website-creator
- wix-automations
- whmcs
- vitally
- videoask
- usherpa
- upviral
- uplead
- trengo
- trello
- totango
- teachable
- super-forms
- submittable
- sub-zap-by-zapier
- stealthseminar
- snovio
- smtp
- shipstation
- sharpspring
- sendgrid
- sansan
- rss
- reamaze
- quora-lead-gen-forms
- quiz-maker
- quip
- quickbooks-commerce
- qualtrics
- primafacie
- pipefy
- pipedrive
- phantombuster
- pdfco
- parseur
- optinmonster
- onedrive
- notion
- netlify
- monday
- mojo
- metadata
- memberpress
- maropost-commerce-cloud
- marketo
- manychat
- mailparserio
- mailmunch
- mailgun
- lusha
- looping
- livechat
- linked-helper
- lemlist
- leadshook
- leadpages
- leadconnector
- landingi
- knack
- kintone
- keap-max-classic
- keap
- jira-software
- jira
- instagram-lead-ads
- hubstaff
- hopin
- harvest
- groovefunnels
- google-slides
- google-contacts
- google-chat
- glip
- glide-apps
- givingfuel
- getsitecontrol
- getresponse
- formidable
- facebook-offline-conversions
- facebook-messenger
- ecwid
- easycsv
- dux-soup
- drworks
- dropbox
- drip
- documate
- cypher-learning
- constant-contact
- coda
- coassemble
- cliengo
- checkfront
- chatter
- calltrackingmetrics
- callrail
- bigcommerce
- basin
- basecamp3
- axonaut
- artibotai
- apitemplateio
- amazon-seller-central
- agentology
- verifyiq
- process-street
- gocanvas
Other ClickUp + Google Sheets Integrations
- jotform
- code
- typeform
- google-docs
- stripe
- gravity-forms
- google-drive
- thrivecart
- kajabi
- hubspot
- dubsado
- calendly
- schedule
- acuity-scheduling
- activecampaign
- leadconnector
- google-chat
- airtable
- instamojo
- firebase
- xero
- wufoo
- square
- service-provider-pro
- postgresql
- pipedrive
- paperform
- mautic
- google-calendar
- freshbooks
- email-parser
- clickfunnels
- bonjoro
- wordpress
- webflow
- videoask
- userback
- unbounce
- trello
- trainheroic
- toggl
- todoist
- squarespace
- socialbee
- sierra-interactive
- shopify
- sendinblue
- range
- qwary
- quickbooks
- pipefy
- perspective
- paypal
- patreon
- pandadoc
- ontraport
- novo
- ninjaforms
- mydocsafe
- mightynetworks
- microsoft-teams
- microsoft-outlook
- mdstools
- mailmunch
- looping
- linkedin-lead-gen-forms
- leaddyno
- kartra
- jira-software
- invoice-ninja
- housecall-pro
- goproposal
- google-tasks
- google-my-business
- github
- freshsales
- formidable
- facebook-lead-ads
- dropbox
- discord
- dear-inventory
- content-snare
- clio
- clinked
- clicksend
- bookingkoala
- bark
- aidaform
- acerill-custom-forms