How to connect ClickUp + Salesforce

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Try popular ClickUp + Salesforce automations

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Enrich

contact information in a Google Sheet and create or update Salesforce contacts

Saves 30 min

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Qualify

a lead from Salesforce and create a Salesforce contact

Saves 20 min

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Copy

the currently opened LinkedIn job post to a ClickUp list

Saves 2 min

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Qualify

LinkedIn Companies and Save to Salesforce

Saves 25 min

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Copy

all Salesforce opportunities to Coda

Saves 20 min

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Copy

all Salesforce opportunities to Notion

Saves 20 min

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Copy

all Salesforce opportunities to Airtable

Saves 20 min

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Copy

all Salesforce opportunities to Google Sheets

Saves 20 min

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Copy

all Salesforce accounts to Notion

Saves 20 min

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Copy

all Salesforce Contacts to Coda

Saves 20 min

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Copy

all Salesforce accounts to Coda

Saves 20 min

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Copy

all Salesforce accounts to Airtable

Saves 20 min

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Copy

all Salesforce accounts to Google Sheets

Saves 20 min

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Enrich

and update a Salesforce lead's record with new information

Saves 15 min

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Create

a draft email in Gmail for a Salesforce contact using OpenAI

Saves 15 min

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Enrich

and update a Salesforce contact's record with new information

Saves 20 min

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Save

a Salesforce contact as a new HubSpot contact

Saves 2 min

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Save

a Salesforce account to HubSpot as new company

Saves 2 min

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Create

a Salesforce account from a LinkedIn company profile and send a Slack message

Saves 5 min

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Create

Salesforce leads from LinkedIn people search

Saves 20 min

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Create

Salesforce leads from LinkedIn post commenters

Saves 25 min

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Create

a Salesforce lead from a LinkedIn profile

Saves 5 min

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Create

a Salesforce lead from a LinkedIn post

Saves 5 min

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Create

draft email for a Salesforce contact using OpenAI

Saves 15 min

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Send

an email to a Salesforce contact

Saves 2 min

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Get

social profiles of a Salesforce contact

Saves 10 min

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Create

a new Salesforce contact

Saves 2 min

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Create

a new Salesforce opportunity

Saves 2 min

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Create

a Salesforce contact from a LinkedIn profile

Saves 4 min

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Copy

all Salesforce Contacts to Notion

Saves 20 min

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Copy

all Salesforce Contacts to Airtable

Saves 20 min

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Create

a Salesforce opportunity from the currently opened email

Saves 4 min

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How to integrate ClickUp + Salesforce

Step 1

Install Bardeen extension from Chrome Web Store.

Step 2

Find a pre-built automation.

Step 2

Let AI build the automation for you.

Step 3

Run your automation.

That’s it! More time to work on other things.

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Salesforce

ClickUp

Build your own ClickUp + Salesforce workflow in no time with AI

Everyone’s workflow is unique. Build an automation in minutes with a few line of text.

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Productivity

Elevate your workflow automation with AI

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Productivity

Creating a business from scratch with only AI tools

Use ChatGPT and AI to create a business from scratch. Cut startup costs and increase efficiency with these innovative solutions.

Business Workflow

Loved by over 300k users

With help from the Solutions Engineering team, I was able to leverage Bardeen to generate 25,000+ prospective leads in a couple hours - something that normally takes me weeks. We can expect this list to result in 1k+ trials, $100k+ of revenue, and hundreds of recurring paid subscribers. These custom playbooks will save me 5 hours per week, and now I can focus on more productive tasks like building campaigns, engaging in sales calls, and maintaining relationships.

Bardeen saves me 7 hours per week! I highly recommend using Bardeen whether you are doing outreach on LinkedIn, Instagram, or Facebook.

"This playbook saves me at least 1-2 hours everyday. It normally takes me 60-90 mins to copy-paste 20 new jobs and the accompanying information each day. This playbook will do it in about 5 minutes. Absolute game changer!"