How do I filter for specific types of projects?

Define the criteria for projects you're interested in, and DryMerge will create opportunities only for those projects.

Can I include specific fields in the opportunity creation?

Yes, you can specify which fields to include when creating opportunities. Provide the field details, and DryMerge will configure it for you.

Who should use this automation?

Sales teams and project managers will find this automation useful as it ensures that project completions are aligned with potential sales opportunities.

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ClickUp + Salesforce

Create Salesforce Opportunities from ClickUp Project Completions

Streamline your pipeline by creating new opportunities in Salesforce whenever a project is completed in ClickUp. This ensures that no potential opportunity is overlooked and keeps your sales team informed.

Project Completed

Triggers when a project is completed in ClickUp.

Create Opportunity

Creates a new opportunity in Salesforce.

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

or pick a common variation below

Create Salesforce Contacts from New ClickUp Tasks

ClickUp + Salesforce

Create ClickUp Tasks for New Salesforce Leads

ClickUp + Salesforce

Send ClickUp Notifications for Salesforce Account Updates

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 opportunities from ClickUp project completions"

Create Salesforce opportunities from ClickUp project completions

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.