Combining the power of Salesforce and ClickUp can redefine how your business manages workflows, enhances productivity, and optimizes operations. Salesforce, a leading cloud-based CRM tool, empowers businesses to manage customer relationships, streamline sales, and make data-driven decisions. On the other hand, ClickUp is an all-in-one productivity platform that simplifies task management, keeping your teams organized and efficient.

Integrating Salesforce with ClickUp can help you achieve seamless data transfer, improve collaboration, and automate repetitive tasks. For instance, you can copy LinkedIn job posts to a ClickUp list or copy all Salesforce contacts to Coda with a few clicks. This integration pair is designed to help you consolidate your workflow and reach your business goals more efficiently.

Try popular ClickUp + Salesforce automations

App Name Icon App Name Icon App Name Icon
Try it
Qualify
LinkedIn commenters and save contacts to Salesforce
App Name Icon App Name Icon App Name Icon
Try it
Export
Leads from LinkedIn Company Search to Salesforce
App Name Icon App Name Icon App Name Icon
Try it
Qualify
and create Salesforce lead when email is received
App Name Icon App Name Icon App Name Icon App Name Icon
Try it
Export
a GitHub profile as a Salesforce Contact
App Name Icon App Name Icon
Try it
Create
a new account profile in Salesforce from a company’s website
App Name Icon App Name Icon App Name Icon
Try it
Get
social profiles and information of all participants of a meeting and save to Salesforce
App Name Icon App Name Icon App Name Icon
Try it
Enrich
contact information in a Google Sheet and create or update Salesforce contacts
App Name Icon App Name Icon
Try it
Qualify
a lead from Salesforce and create a Salesforce contact
App Name Icon App Name Icon
Try it
Copy
the currently opened LinkedIn job post to a ClickUp list
App Name Icon App Name Icon
Try it
Qualify
LinkedIn Companies and Save to Salesforce
App Name Icon App Name Icon
Try it
Copy
all Salesforce opportunities to Coda
App Name Icon App Name Icon
Try it
Copy
all Salesforce opportunities to Notion
App Name Icon App Name Icon
Try it
Copy
all Salesforce opportunities to Airtable
App Name Icon App Name Icon
Try it
Copy
all Salesforce opportunities to Google Sheets
App Name Icon App Name Icon
Try it
Copy
all Salesforce accounts to Notion
App Name Icon App Name Icon
Try it
Copy
all Salesforce Contacts to Coda
App Name Icon App Name Icon
Try it
Copy
all Salesforce accounts to Coda
App Name Icon App Name Icon
Try it
Copy
all Salesforce accounts to Airtable
App Name Icon App Name Icon
Try it
Copy
all Salesforce accounts to Google Sheets
App Name Icon App Name Icon App Name Icon
Try it
Enrich
and update a Salesforce lead's record with new information
App Name Icon App Name Icon App Name Icon
Try it
Create
a draft email in Gmail for a Salesforce contact using OpenAI
App Name Icon App Name Icon App Name Icon
Try it
Enrich
and update a Salesforce contact's record with new information
App Name Icon App Name Icon
Try it
Save
a Salesforce contact as a new HubSpot contact
App Name Icon App Name Icon
Try it
Save
a Salesforce account to HubSpot as new company
App Name Icon App Name Icon App Name Icon
Try it
Create
a Salesforce account from a LinkedIn company profile and send a Slack message
App Name Icon App Name Icon
Try it
Create
Salesforce leads from LinkedIn people search
App Name Icon App Name Icon
Try it
Create
Salesforce leads from LinkedIn post commenters
App Name Icon App Name Icon
Try it
Create
a Salesforce lead from a LinkedIn profile
App Name Icon App Name Icon
Try it
Create
a Salesforce lead from a LinkedIn post
App Name Icon App Name Icon
Try it
Create
draft email for a Salesforce contact using OpenAI
App Name Icon App Name Icon
Try it
Send
an email to a Salesforce contact
App Name Icon App Name Icon
Try it
Get
social profiles of a Salesforce contact

How to integrate ClickUp + Salesforce

Install from Chrome Web Store Icon
Step 1
Install Bardeen extension from Chrome Web Store.
Find a Bardeen Automation Icon
Step 2
Find a pre-built automation.
OR
Bardeen AI Icon
Step 2
Let AI build the automation for you.
Run Bardeen Automations Icon
Step 3
Run your automation.
Party Emoji
That’s it! More time to work on other things.
Bardeen Extension Window
Bardeen Builder Flow
Salesforce
ClickUp
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.

Learn more

Discover what you can automate

Integration tips for ClickUp + Salesforce

Loved by over 300k users

“Before using Bardeen, I’d spend one month manually qualifying leads. To make things worse, these leads weren’t always trustworthy. Generating leads is easy, but qualifying leads is hard. Thanks to Bardeen, I can qualify leads in 1-2 hours and am confident that these leads are well-qualified.”
This playbook saves me at least 1-2 hours everyday. It normally takes me 60-90 mins to copy-paste 20 restaurant’s contact info and important restaurant information each day. This playbook will do it in about 5 minutes. Absolute game changer!
"This playbook saves me at least 2 hours everyday. It normally takes me 60-90 mins to scrape 30 new jobs and the accompanying information each day. This playbook will do it in about 5 minutes. Absolute game changer!"

Available actions & triggers

Get Salesforce contact
Action
When ClickUp task is created
Trigger
Create Salesforce opportunity
Action
Get Salesforce account
Action

Learn more about the apps

Integrate any app with ClickUp + Salesforce

Affinity Airtable Amazon Apollo.io Appsumo Asana Bardeen Capterra Clearbit Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fiverr FlexJobs Github Glassdoor Google Calendar Google Docs Google Drive Google Jobs Google Mail Google Maps Google Meet Google News Google Search Google Sheets Google Translate Google Travel Google Trends HubSpot Indeed Instagram Jira LinkedIn Meetup Microsoft Excel Microsoft OneDrive Microsoft Outlook Mail Microsoft Outlook Calendar Microsoft Teams Miro Monster.com Notion OpenAI Pipedrive Product Hunt Realtor.com Reddit Redfin Remote OK SEEK Slack SmartSuite SMS Snov.io Telegram ThemeForest TikTok Trello Twitter Upwork Webex WhatsApp WordPress Yelp YouTube Zapier Zillow Zoom

Frequently asked questions

Do I need to know coding to use the Salesforce and ClickUp integration on Bardeen?
Is my data secure when using the Salesforce and ClickUp integration through Bardeen?
Can I share my Salesforce and ClickUp playbooks with others?
Can I use Bardeen to automate tasks between Salesforce and ClickUp?
Can I import Salesforce data into ClickUp using Bardeen?
How to get started with Bardeen
Is my data secure?
Do I need to create an account?
How much does Bardeen cost?
Little Rocket Ship
Launch your productivity boost today.
Try it – it's free

Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
By clicking “Accept All Cookies”, you agree to the storing of cookies. View our Privacy Policy for more information.