How do I filter for significant updates only?

DryMerge can be set to filter updates based on significance. Define what constitutes a 'significant update', and the automation will only trigger for those instances.

Can this also create subtasks instead of tasks?

Yes, you can configure the automation to create subtasks in ClickUp instead of tasks. Specify this preference, and DryMerge will set it up accordingly.

Who benefits from this automation?

Project managers and sales teams benefit from this automation as it aligns project tasks with sales activities, ensuring cohesive progress tracking.

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ClickUp + Salesforce

Create ClickUp Tasks for Updated Salesforce Opportunities

Keep your project management in sync with sales by creating new tasks in ClickUp whenever a Salesforce opportunity is updated. This ensures that project tasks are always aligned with current sales activities.

Updated Opportunity

Triggers when a Salesforce opportunity gets updated.

Create ClickUp Task

Creates a ClickUp task for the updated opportunity.

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

or pick a common variation below

Update ClickUp Tasks for Updated Salesforce Records

ClickUp + Salesforce

Update ClickUp Tasks for New Salesforce Opportunities

ClickUp + Salesforce

Add ClickUp Tasks for Updated Salesforce Leads

ClickUp + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create ClickUp tasks for updated Salesforce opportunities"

Create ClickUp tasks for updated Salesforce opportunities

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.