Can I filter for high-priority ClickUp tasks only?

Define what constitutes a high-priority task in ClickUp, and DryMerge will create contacts only for those tasks.

Can I create contacts with specific fields?

Yes, you can specify which fields should be included in the contact creation. Provide the details, and DryMerge will configure it accordingly.

Who benefits from this automation?

Sales teams and CRM administrators benefit from this automation by ensuring that potential leads and contacts are systematically captured and tracked.

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ClickUp + Salesforce

Create Salesforce Contacts from New ClickUp Tasks

Automatically create contacts in Salesforce whenever a new task is added in ClickUp. This integration helps streamline the process of capturing potential leads and ensures no contact is missed.

New Task Added

Triggers when a new task is added in ClickUp.

Create Salesforce Contact

Creates new contact in Salesforce with task details.

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

or pick a common variation below

Create Salesforce Opportunities from ClickUp Project Completions

ClickUp + Salesforce

Add Salesforce Leads from Completed ClickUp Tasks

ClickUp + Salesforce

Update Salesforce Records for Completed 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, "Create Salesforce contacts from new ClickUp tasks"

Create Salesforce contacts from new 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.