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Tadej Jevševar
Hey everyone!
We’re exploring what a deeper, native Salesforce automations could look like (triggers and actions).
I’d love to hear from you:
- Would native automations between Salesforce and ClickUp be useful for your team?
- What kind of Salesforce triggers or actions would you expect to see?
- Are you currently using Zapier or other tools to bridge the gap? What’s missing?
Your feedback will help us prioritize the right workflows. Thanks in advance for sharing!
K
Korey Cournoyer
We are currently using N8N to bridge the gap. Would love for some things to be...
- Upon custom/native SF object created, create task in Clickup
- Have a dropdown or search custom field in Clickup that is dynamic based on accounts or contacts in SF
Tadej Jevševar
Hey everyone!
We’re exploring what a deeper, native Salesforce automations could look like (triggers and actions).
I’d love to hear from you:
- Would native automations between Salesforce and ClickUp be useful for your team?
- What kind of Salesforce triggers or actions would you expect to see?
- Are you currently using Zapier or other tools to bridge the gap? What’s missing?
Your feedback will help us prioritize the right workflows. Thanks in advance for sharing!
Aaron Zielinsky
Tadej Jevševar - The biggest help would be specific opportunity linking. For our use case, not every opportunity needs to be listed in ClickUp, being able to relate the opportunities we choose directly, having column syncing, and the ability to post comments/updates to the task would be helpful.
Tadej Jevševar
Thanks, Aaron Zielinsky. Have you tried using Zapier or other tools to bridge the gap so far? Would love to hear what's your setup, so we could build support for those Salesforce triggers & actions in ClickUp automations.
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
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