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ClickUp + Salesforce: customer success projects driven from the CRM.

Create ClickUp onboarding lists from Salesforce Closed Won Opportunities, and mirror task progress back to Salesforce as custom field updates.

Connect ClickUp and SalesforceSee reverse direction
Trigger app
ClickUp as the trigger

Workflows fire when something happens in ClickUp.

See all 6 triggers →
Action app
Salesforce as the action

Workflows do something in Salesforce, instantly.

See all 13 actions →
Both directions

Pick the way that fits your stack.

Pair pages are mirrored. Each direction gets its own dedicated page.

ClickUp → Salesforce

When something happens in ClickUp, do it in Salesforce.

6 ClickUp triggers wired to 13 Salesforce actions. Most-used pairing: Comment Posted → Convert Lead.

Salesforce → ClickUp

Or fire it the other way around.

0 Salesforce triggers wired to 9 ClickUp actions downstream.

  • Use any trigger in the catalog as the upstream.
See Salesforce → ClickUp →
Popular pairings

Common ClickUp → Salesforce workflows.

Pick a pairing to set it up in two minutes. Each one is a fully editable recipe.

Showing 9 of 78 combinations
When comment posted in ClickUp, convert lead in Salesforce.

Fires when a new comment is posted on a task in the selected ClickUp workspace. The webhook is registered automatically when the workflow is published. Use to mirror discussion to Slack or feed AI summaries.

When comment posted in ClickUp, create account in Salesforce.

Fires when a new comment is posted on a task in the selected ClickUp workspace. The webhook is registered automatically when the workflow is published. Use to mirror discussion to Slack or feed AI summaries.

When comment posted in ClickUp, create contact in Salesforce.

Fires when a new comment is posted on a task in the selected ClickUp workspace. The webhook is registered automatically when the workflow is published. Use to mirror discussion to Slack or feed AI summaries.

When comment posted in ClickUp, create note in Salesforce.

Fires when a new comment is posted on a task in the selected ClickUp workspace. The webhook is registered automatically when the workflow is published. Use to mirror discussion to Slack or feed AI summaries.

When new list in ClickUp, convert lead in Salesforce.

Fires when a new list is created in the selected ClickUp space. The webhook is registered automatically when the workflow is published. Useful for templated list provisioning or governance audit logs.

When new list in ClickUp, create account in Salesforce.

Fires when a new list is created in the selected ClickUp space. The webhook is registered automatically when the workflow is published. Useful for templated list provisioning or governance audit logs.

When new list in ClickUp, create contact in Salesforce.

Fires when a new list is created in the selected ClickUp space. The webhook is registered automatically when the workflow is published. Useful for templated list provisioning or governance audit logs.

When new list in ClickUp, create note in Salesforce.

Fires when a new list is created in the selected ClickUp space. The webhook is registered automatically when the workflow is published. Useful for templated list provisioning or governance audit logs.

When new task in ClickUp, convert lead in Salesforce.

Fires when a new task is created in the selected ClickUp workspace. The webhook is registered automatically when the workflow is published. The standard inbound hook for routing, enrichment, and notification flows.

How it works

Connect ClickUp and Salesforce in five steps.

No code, no glue, no half-day setup. Each step is one click.

  1. 1
    Connect
    Authorize ClickUp and Salesforce

    Open TinyCommand, authorize ClickUp and Salesforce once each. Both connections are available to every workflow on your account.

  2. 2
    Trigger
    Pick a ClickUp trigger

    Drop the ClickUp → Comment Posted trigger onto the canvas. TinyCommand auto-registers the webhook.

    POST /v1/webhooks/clickup.trigger-comment-posted
  3. 3
    Transform
    Add a filter or AI step

    Optionally add a Filter node ("subject contains URGENT") or an AI step ("classify intent") between trigger and action.

  4. 4
    Action
    Add the Salesforce action

    Drop the Salesforce → Convert Lead action below it. Map fields from the ClickUp payload into the Salesforce inputs.

    salesforce.convert-lead
  5. 5
    Publish
    Publish and forget

    Hit Publish. TinyCommand runs it in production from second one. Watch the run-log fill up.

FAQ

Questions about ClickUp + Salesforce.

How do I create a ClickUp onboarding list from a Closed Won Opportunity?
Salesforce Opportunity Updated where StageName = "Closed Won" → ClickUp Create List in a "Customers" space from a template. Account name as list name. Opportunity ID in a custom field.
Can I auto-assign tasks based on Salesforce account owner?
Yes. Lookup Salesforce owner email → ClickUp user_id. After creating template tasks, loop and Update Task with the matched assignee.
How do I report ClickUp progress back to Salesforce?
Scheduled daily: per ClickUp list linked to an Opportunity, compute % complete, push to a Salesforce custom field via Update Record. AEs and CSMs see progress in pipeline view.
Can the ClickUp template vary by Salesforce deal size or industry?
Yes. Switch on Opportunity Amount or Industry. Enterprise deals get a heavier template; SMB gets a lightweight one. One trigger, many template paths.
How do I push ClickUp task completion as Salesforce activity?
ClickUp Task Completed → look up the linked Opportunity → Salesforce Create Task with subject = task name, completed and related to the Opportunity. Activity history reflects CS work.
Can I respect Salesforce API daily limits when syncing?
Use Composite API for batch updates. Filter ClickUp tasks to only those that changed since last sync. Stay well under SFDC's 15K-150K daily limit.
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Wire ClickUp to Salesforce in 2 minutes.

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