How do I filter tasks to be added as leads?

You can set filters to add only specific ClickUp tasks as leads in Salesforce. Define the criteria for these tasks, and DryMerge will handle the rest.

Can I add other Salesforce objects instead of leads?

Yes, you can configure the automation to add different Salesforce objects. Just specify the type of object, and DryMerge will adjust the settings accordingly.

Which professionals use this automation?

Sales representatives and managers use this automation to ensure seamless tracking of lead activities from project tasks.

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ClickUp + Salesforce

Add Salesforce Leads from Completed ClickUp Tasks

Streamline your workflow by adding leads to Salesforce automatically when ClickUp tasks are completed. This ensures that all relevant activities are tracked in your CRM, maintaining a clear record of lead activities.

Completed Task

Triggers when a task is marked completed in ClickUp.

Add Lead

Creates a new lead in Salesforce.

See more ClickUp to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Update Salesforce Records for Completed ClickUp Tasks

ClickUp + Salesforce

Create Salesforce Contacts from New ClickUp Tasks

ClickUp + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add Salesforce leads from completed ClickUp tasks"

Add Salesforce leads from completed ClickUp tasks

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with ClickUp + Salesforce.

Create Task

Creates a new task in Clickup

Create Task Comment

Adds a comment to a Clickup task

Create Time Entry

Creates a new time entry for a Clickup task

Update Task

Updates an existing task in Clickup

Create Folder

Creates a new folder in Clickup

Create List

Creates a new list in Clickup

List Spaces

Lists all Clickup spaces

Get Task Comments

Gets comments for a Clickup task

Search Tasks

Searches for tasks in ClickUp based on criteria

New ClickUp Task

Triggers when a new ClickUp task is created

ClickUp Task Changes

Triggers when a ClickUp task is updated

Create Contact

Creates a new contact in Salesforce

App details

ClickUp

ClickUp is an all-in-one productivity platform for planning, tracking, and collaborating on projects. Manage tasks, docs, goals, and more in a customizable workspace.