How can I filter for important record updates only?

Define the criteria that mark an update as important, and DryMerge will only trigger the automation for those updates.

Can I update specific fields in ClickUp tasks?

Yes, you can customize which fields in ClickUp tasks are updated. Specify the fields of interest, and DryMerge will set it up for you.

Who should use this automation?

CRM administrators and project managers will find this automation useful for maintaining consistency between Salesforce and ClickUp.

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ClickUp + Salesforce

Update ClickUp Tasks for Updated Salesforce Records

Ensure seamless task management by updating ClickUp tasks when their corresponding Salesforce records are updated. This keeps both your CRM and your project management tool in sync, reducing manual updates and errors.

Salesforce Record Updated

Triggers when a Salesforce record is updated.

Update ClickUp Task

Updates the corresponding task in ClickUp with new details.

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

or pick a common variation below

Create ClickUp Tasks for Updated Salesforce Opportunities

ClickUp + Salesforce

Add ClickUp Tasks for Updated Salesforce Leads

ClickUp + Salesforce

Update ClickUp Tasks for New Salesforce Opportunities

ClickUp + Salesforce

How to use DryMerge

Ask for what you want.

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

Update ClickUp tasks for updated Salesforce records

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.