Salesforce and ClickUp Integration
- No-code Integration
- No-code
- Supported Automation Platforms
- 8automatiomation platforms supported
- Salesforce Actions
- 71Salesforce Triggers & Actions
- ClickUp Actions
- 281ClickUp Triggers & Actions
How to connect Salesforce and ClickUp
Popular Workflows for Salesforce and ClickUp Integration
The integration of Salesforce and ClickUp can help simplify your workflow processes and improve productivity. Here are some popular workflows that can be achieved 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 Salesforce and ClickUp
Looking for an efficient way to automate your workflow processes between Salesforce and ClickUp? These workflow automation platforms are designed to do just that - all without requiring any coding expertise. Browse through this list to discover the right 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
Salesforce and ClickUp Integration Price
No-code or low-code automation tools offer an excellent solution for optimizing your workflow and streamlining tasks by integrating Salesforce and ClickUp. Nevertheless, understanding the pricing aspects is crucial.
We have gathered and organized pricing information for automation services that support Salesforce and ClickUp integration. Refer to the table below for details on pricing based on 100, 1K, 10K and 100K basic automations per month.
Basic automations consist of a trigger and a single action. For instance, creating a task every time a form is filled out is an example of 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 Salesforce and ClickUp
Integrating Salesforce and ClickUp involves identifying an automation that aligns with your business request.
Automations serve as a workflows that connect your applications, automating a business process. The Trigger acts as the event that initiates the automation, while the Action denotes the executed event.
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 Salesforce and ClickUp.
When this happens
Select a Trigger
Do this
Select an Action
How to setup Salesforce and ClickUp integration
Step 1: Choose a Workflow Automation Service supported by Salesforce and ClickUp. Choose automation platform
60 seconds
60 secondsStep 2: Enable authentication for both Salesforce and ClickUp on the chosen automation platform
60 seconds
60 secondsStep 3: Select a Trigger for Salesforce that will initiate your automation flow. Explore Triggers
15 seconds
15 secondsStep 4: Choose a resulting Action for ClickUp. Explore Actions
15 seconds
15 secondsStep 5: Set up the data exchange between Salesforce and ClickUp and configure the parameters to meet your requirements.
120 seconds
120 secondsStep 6: Finalize your integration by testing and publishing it. Voila! Sit back and enjoy the no-code automation.
Popular Automation Scenarios with Salesforce and ClickUp
While integrating two apps is a good start, automating end-to-end processes can take your business to the next level. Users have found numerous ways to maximize their productivity with Salesforce + ClickUp workflows. Here are some popular examples.
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
More integrations to ClickUp
Take a look at the list of additional well-known ClickUp integrations. ClickUp Integrations
Salesforce and ClickUp integration Diagram
Frequently Asked Questions
Does Salesforce integrate with ClickUp?
- You can connect Salesforce and ClickUp automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, n8n.io, Pabbly Connect, IFTTT, Unito, Integrately or Albato to link Salesforce and ClickUp.
Can you Integrate Salesforce and ClickUp for free?
- Yes, you can use the free plan of Make.com, Zapier, Pabbly Connect, IFTTT or Integrately to connect Salesforce to ClickUp for free, albeit with some limitations. You can use open source workflow automation tool n8n.io to self-host your integration script between Salesforce and ClickUp.