How to connect ClickUp and Salesforce
Popular Workflows for ClickUp and Salesforce Integration
The integration of ClickUp and Salesforce can unlock a host of benefits for businesses, including the ability to streamline workflows and automate repetitive tasks. Discover some popular workflows that are made possible through their integration.
- Add important tasks to a personal to-do list
- Register new leads for webinars to nurture them
- Enroll customer in an online course
- Copy calendar events to my to-do list
Workflow Automation Platforms supported by ClickUp and Salesforce
Want to automate the exchange of data between ClickUp and Salesforce without the hassle of coding? These workflow automation platforms make it possible. Explore this list to find the best fit for your business.
- Make.com. Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
- Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
- n8n.io. n8n is a workflow automation tool, which helps to connect different apps and tools between each other using it's open, fair-code model. n8n is available as an open-source (only fair-code use) software and as a cloud service.
- Pabbly Connect. Pabbly Connect simplifies automation for everyone, connecting multiple apps and streamlining tasks with ease. Trust in our technical expertise and focus on making an impact in your field.
- IFTTT. IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.
- Unito. Unito is a top-tier, no-code integration solution that enables seamless workflows across multiple apps. With two-way syncing, updates between tools are reflected in real-time. Choose from multiple integrations to streamline your team's efforts and increase productivity.
- Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.
- Albato. Albato is the ultimate platform for automating all your business needs. With no coding required, you can connect any apps and streamline your workflows. Plus, their App Integrator allows you to easily add missing apps to their library. Albato Embedded is perfect for SaaS.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 10$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 20€/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 19$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 5$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 10$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 16$/month
ClickUp and Salesforce Integration Price
When it comes to optimizing your workflow and streamlining tasks, integrating ClickUp and Salesforce can be seamlessly achieved using no-code or low-code automation tools. However, it is crucial to understand the pricing aspects.
For those seeking pricing information on automation services that support ClickUp and Salesforce integration, we have collected and organized the data for you. Check out our table below for details based on 100, 1K, 10K and 100K basic automations per month.
Basic automation includes only one trigger and one action, making it simple. For instance, creating a record in database every time a task is completed is a basic automation.
Automation Platform | 100 | 1K | 10K | 100K |
---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Core $10.59 Volume: 10K Plan: Core $18.82 Volume: 100K Plan: Core $214.31 | $0 Free | $10.59 Core | $18.82 Core | $214.31 Core |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Volume: 100 Plan: Starter $20 Volume: 1K Plan: Starter $20 Volume: 10K Plan: Pro $50 Volume: 100K Plan: | $20 Starter | $20 Starter | $50 Pro | |
Volume: 100 Plan: Starter $29.99 Volume: 1K Plan: Starter $29.99 Volume: 10K Plan: Professional $49 Volume: 100K Plan: Business $299 | $29.99 Starter | $29.99 Starter | $49 Professional | $299 Business |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Basic $19 Volume: 10K Plan: Pro $130 Volume: 100K Plan: | $0 Free | $19 Basic | $130 Pro |
Triggers and Actions supported by ClickUp and Salesforce
When integrating ClickUp and Salesforce, you are usually looking for automation suitable for your business request.
Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.
We've taken great care in collecting every available Trigger and Action from multiple Workflow Automation Platforms, enabling you to evaluate integration possibilities and make an informed decision on connecting ClickUp and Salesforce.
When this happens
Select a Trigger
Do this
Select an Action
How to setup ClickUp and Salesforce integration
Step 1: Use a Workflow Automation Service that is compatible with both ClickUp and Salesforce. Choose automation platform
60 seconds
60 secondsStep 2: Enable authentication for both ClickUp and Salesforce on the chosen automation platform
60 seconds
60 secondsStep 3: Choose a Trigger for ClickUp, which will start your automation scenario. Explore Triggers
15 seconds
15 secondsStep 4: Choose an appropriate Action to be executed by Salesforce once your automation scenario is triggered. Explore Actions
15 seconds
15 secondsStep 5: Configure the data that is exchanged between ClickUp and Salesforce.
120 seconds
120 secondsStep 6: Test and publish your integration. That's it! Enjoy the benefits of no-code automation!
Popular Automation Scenarios with ClickUp and Salesforce
While connecting two applications can be useful, it's automating complete business processes that can provide a significant boost in productivity. By combining the power of ClickUp and Salesforce, users can fully optimize their workflow in various ways. Here are a few commonly used automation scenarios.
More integrations to ClickUp
Take a look at the list of additional well-known ClickUp integrations. ClickUp Integrations
More integrations to Salesforce
If you're looking for new ways to automate tasks with Salesforce, check out our list of other popular integrations. Salesforce Integrations
ClickUp and Salesforce integration Diagram
Frequently Asked Questions
Does ClickUp integrate with Salesforce?
- You can connect ClickUp and Salesforce automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, n8n.io, Pabbly Connect, IFTTT, Unito, Integrately or Albato to link ClickUp and Salesforce.
Can you Integrate ClickUp and Salesforce for free?
- Yes, you can use the free plan of Make.com, Zapier, Pabbly Connect, IFTTT or Integrately to connect ClickUp to Salesforce for free, albeit with some limitations. You can use open source workflow automation tool n8n.io to self-host your integration script between ClickUp and Salesforce.