Arahi AI

Productivity+CRM

Connect ClickUp to Salesforce

Automate workflows between ClickUp and Salesforce. No coding required.

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5-minute setupNo code required100 free actions/month

Popular Workflows

What you can automate

Connect ClickUp and Salesforce to automate these workflows and more.

#1

Create contact when new item created

Add a new contact to your CRM automatically when when a new task, page, or item is created.

TriggerNew item created in ClickUp

ActionCreate contact in Salesforce

#2

Create item when new contact created

Add a new task, page, or item automatically when when a new contact is added to your crm.

TriggerNew contact created in Salesforce

ActionCreate item in ClickUp

#3

Sync ClickUp changes to Salesforce

Keep Salesforce updated when when a task or item is marked complete.

TriggerItem completed in ClickUp

ActionUpdate contact in Salesforce

How It Works

Connect ClickUp to Salesforce in 4 steps

No coding required. Set up your automation in minutes.

1

Sign up free

Create your Arahi AI account. No credit card required.

2

Connect ClickUp

Authorize ClickUp with one click using secure OAuth.

3

Connect Salesforce

Same process for Salesforce. Takes seconds.

4

Choose workflow

Select a template or build your own. Turn it on!

Get Started Free

Benefits

Why connect ClickUp and Salesforce?

Automate the busywork. Focus on what matters.

Create tasks automatically from CRM activities

Keep project management in sync with your pipeline

Track deal progress across your productivity tools

Automate follow-up task creation

Use Cases

Who uses this integration?

Teams across industries rely on this connection.

Project and task management

Sales teams tracking leads and deals

Teams using ClickUp and Salesforce together

FAQ

Frequently asked questions

Everything you need to know about connecting ClickUp and Salesforce.

How do I connect ClickUp to Salesforce?

Sign up for Arahi AI (free), connect both ClickUp and Salesforce with one-click OAuth, choose a workflow template, and activate. Setup takes under 5 minutes.

Is the ClickUp and Salesforce integration free?

Yes! Arahi AI offers 100 free actions per month. Connect ClickUp and Salesforce and run automations without a credit card.

What can I automate between ClickUp and Salesforce?

Popular automations include: create contact when new item created, create item when new contact created, sync clickup changes to salesforce, and many more custom workflows.

Is my data secure when connecting ClickUp and Salesforce?

Absolutely. We use OAuth for secure authentication and never store your passwords. All data is encrypted in transit and at rest. We're SOC 2 Type II compliant.

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