Salesforce and ClickUp Integration
Keep Salesforce and ClickUp in sync with Unito
Unito integrations are quick to set up, easy to configure, and require zero code.
Start syncing in minutes
When a task is found in Salesforce, create a task in ClickUp and keep both in sync.
When a contact is found in Salesforce, create a task in ClickUp and keep both in sync.
When an opportunity is found in Salesforce, create a task in ClickUp and keep both in sync.
When a task is found in ClickUp, create a task in Salesforce and keep both in sync.
When a task is found in ClickUp, create a contact in Salesforce and keep both in sync.
When a task is found in ClickUp, create an opportunity in Salesforce and keep both in sync.
Powerful features out of the box
Live sync
Receive new data and updates from your tools in real-time.
Rules
Use flexible rules to determine what gets synced between tools.
Historical data
Choose to sync data going back weeks, months and even years with one click.
2-way
Share data back and forth between tools-without risk of duplicates or an infinite loop.
Field mapping
Link related fields between tools, including comments, assignees, and attachments.
Enterprise security
Unito is SOC 2 Type 2 certified with strict security measures to protect customer data.
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Salesforce and ClickUp integration details
The Trello Jira integration by Unito seamlessly connects your project management with agile development processes, ensuring that Trello cards and Jira issues are synchronized for optimal collaboration and efficiency. This integration facilitates a harmonious workflow between teams, allowing for real-time updates and ensuring that everyone is aligned on project progress and priorities. It's a game-changer for teams looking to streamline their processes and enhance productivity.
About Salesforce
Salesforce is a powerful CRM platform and suite of applications designed to help businesses manage and automate customer relations, sales activities, and business processes. Analyze customer data, build relationships with customers, develop strategies for success and more.
Learn more about Unito's Salesforce integrations
About ClickUp
An all-in-one collaboration platform, ClickUp provides teams with intuitive task management, document sharing, notes, timelines, goal tracking, and more. A simplified user interface makes it easy for teams of any size to stay on top of their workflow.
Learn more about Unito's ClickUp integrations
