ClickUp + Salesforce
Send ClickUp Notifications for Salesforce Notes on Contacts or Leads
Keep track of your customer interactions by sending ClickUp notifications whenever a new Salesforce note is added to a contact or lead. This ensures that important notes are not missed and are actioned promptly.
New Salesforce Note
Triggers when a note is added to a contact or lead.
Send ClickUp Notification
Alerts you in ClickUp about the new note.
See more ClickUp to Salesforce integrations or use AI to customize your automation.
or pick a common variation below
How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Send ClickUp notifications for Salesforce notes on contacts or leads"
Send ClickUp notifications for Salesforce notes on contacts or leads
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.
Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
Related apps
Get Started with DryMerge
Sign up for a free trial and start automating today.