Salesforce
in progress
Log In
Kayleen Standridge
Hi, ClickUppers! 🙌
I'm Kayleen Standridge and I'm the Product Manager over Integrations! 🤖
I'd love to better understand the use cases and key features that would really make a Salesforce<>ClickUp integration helpful for you!
Post your feedback here or if you're willing to potentially jump on a call to discuss more with me, fill out this form with your name and email:
(I'll work to reach out to the first submitters to schedule a time)
Thank you! 🚀
A
Adil Khan
Hi Team,
we would like to see the Salesforce 2-way sync functionality.
as this will help us to update the salesforce opportunities/leads from the clickup task.
Thanks.
Damiano Giannini
Please create a Salesforce integration similar to the HubSpot integrations.
S
Sean Peck
Allowing the Time Tracking to integrate with Salesforce would be a very beneficial tool.
Brian Rohde
It would also be hugely beneficial if a connection to the Salesforce Dashboards can be established, to for instance display certain metrics of campaigns on the campaign card.
Would honestly be ground breaking for us!
Tadej Jevševar
in progress
Cass Anderson
Tadej Jevševar, amazing news! Let us know what you need for this to be successful
Ryan MacAlmon
Hi Tadej Jevševar, I hope you are doing well. Are you the new Product Manager for this?
Tadej Jevševar
Hi Ryan MacAlmon, Yes. Thanks for asking. How can I help?
Ryan MacAlmon
Tadej Jevševar for this post I see the tag as under review. Isn't the primary integration delivered?
Tadej Jevševar
Ryan MacAlmon: Yes, in June we launched a new ClickUp Salesforce integration.
What's new
- Rich Link Previews of Salesforce URLs: Simply paste Salesforce link into a ClickUp Task, Docs, Chat (basically anywhere where editor lives), and watch it transform into a rich preview, giving you all the context you need right where you are. We support Link Previews for Salesforce Task, Lead, Opportunity, Contact, Case and Account URLs.
- Create a new Salesforce Task or Lead right from within ClickUp Search Bar: Open Search Bar -> type Create new Salesforce Lead command -> Enter all the details -> Click Create.
- Personal Connected Search for Salesforce: Search for Salesforce records directly from ClickUp Search Bar
- Salesforce App panel in Task view: The App Panel in Task View provides a consistent way to view all Salesforce links associated with a task, improving task management.
We also have a separate
Salesforce Sync
app available in App Center that offers:- Sync Salesforce Accounts and Opportunities with ClickUp
- Integrate Salesforce Statuses with ClickUp's Custom fields
- One-way sync where Salesforce updates are immediately reflected in ClickUp.
But we are keeping this board "open" because we plan on adding support for:
- 2-way sync of Salesforce records and ClickUp Tasks
- Salesforce automations in ClickUp
Please let us know if you are finding our current integration useful and if you have any new feature request.
Thank you!
J
Josh Sommer
Tadej Jevševar Thank you for your work on this. 2-way sync will be incredibly useful!
A few thoughts/requests/wishes:
- Filter/set criteria for which records are synced
- Set which CU list to sync SF records into; sync different records to different lists
- Sync Activities and Cases in addition to Accounts and Opportunities
- Somehow map SF users to CU users to allow record ownership/assignment to flow from SF to CU and ideally vice versa
- Enable syncing of text and long text fields
John LaFoone
Tadej Jevševar A two way sync between Salesforce Fields and Custom Fields would be highly appreciated and useful!
J
Josh Sommer
One thing that would be quite helpful is to be able to mention and link to records in Salesforce via @ lookup in CU.
Ryan MacAlmon
Please integrate the Case object and allow for custom objects
Ryan MacAlmon
Luci N. what is the status of this idea?
Victoria Walker
Kayleen Standridge is there an update on this integration, please? I have a team within the business that is going to purchase Asana for the Salesforce integration and we are trying to convince them they need ClickUp! A timeline would be greatly appreciated to help our case. Thanks!
Load More
→