Integration Method
Native Integration Available
Great news! Salesforce has a built-in, native integration for ClickUp. This is the recommended connection method as it offers the most reliable data sync with the lowest maintenance overhead.
Method: Native
Details: Creates tasks from opportunities. Two-way sync of status fields.
Why Connect Salesforce & ClickUp?
Eliminate Data Silos
Keep Salesforce and ClickUp in sync so your team always works with accurate, up-to-date information.
Automate Workflows
Reduce manual data entry and let automated triggers handle the handoff between your pm stack.
Better Reporting
Unified data across Salesforce and ClickUp means clearer insights and faster decision-making.
How to Set Up the Integration
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1
Open Salesforce and navigate to Settings → Integrations or the App Marketplace.
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2
Search for ClickUp in the integrations directory and click Install or Connect.
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3
Authorize the connection by logging into your ClickUp account via OAuth and granting the requested permissions.
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4
Configure your sync preferences — select which fields and records to synchronize, then save.
Ready to Get Started?
Try ClickUp and see how it connects with Salesforce to streamline your workflow.
Get ClickUp →Free trial available · No credit card required