Per-pair page

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 Salesforce and ClickUp See reverse direction

Trigger app

Salesforce as the trigger

Workflows fire when something happens in Salesforce.

Salesforce has no triggers yet. Use the catalog's universal Webhook trigger as the upstream.

Action app

ClickUp as the action

Workflows do something in ClickUp, instantly.

See all 9 actions →

Both directions

Pick the way that fits your stack.

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

Salesforce → ClickUp

When something happens in Salesforce, do it in ClickUp.

0 Salesforce triggers wired to 9 ClickUp actions.

ClickUp → Salesforce

Or fire it the other way around.

6 ClickUp triggers wired to 13 Salesforce actions downstream.

See ClickUp → Salesforce →

Popular pairings

Common Salesforce → ClickUp workflows.

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

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How it works

Connect Salesforce and ClickUp in five steps.

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

1
Connect
Authorize Salesforce and ClickUp
Open Tiny Command, authorize Salesforce and ClickUp once each. Both connections are available to every workflow on your account.
2
Trigger
Pick a Salesforce trigger
Drop the Salesforce → New event trigger onto the canvas. Tiny Command auto-registers the webhook.
POST /v1/webhooks/salesforce.event
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
Action
Add the ClickUp action
Drop the ClickUp → Add Comment action below it. Map fields from the Salesforce payload into the ClickUp inputs.
clickup.create-comment
5
Publish
Publish and forget
Hit Publish. Tiny Command runs it in production from second one. Watch the run-log fill up.

FAQ

Questions about Salesforce + ClickUp.

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.

Other apps that pair well with Salesforce.

Salesforce + Gmail

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Communication

Salesforce + Google Sheets

Spreadsheets & Databases

Wire Salesforce to ClickUp in 2 minutes.

Free tier available. No credit card. No onboarding call.

Try for free Request a demo