Integrate Salesforce with ClickUp to Manage Leads and Opportunities
Monitor your Salesforce activity, automatically create tasks in Clickup, and auto-resolve tasks once the issue is fixed. Proactively manage your Salesforce leads, opportunities, tasks and more.
Get Started with Pre-built Salesforce <> ClickUp Workflows
Setup Salesforce <> ClickUp workflows via Automation and Alert Templates
Create ClickUp task and ensure actions based on Salesforce leads, opportunities, tasks
30+ templates for popular Salesforce <> ClickUp use cases
No code templates to create ClickUp task based on Salesforce activity
Get started without engineering dependency
SQL Query for complex use cases
Customize any business logic however you wish
Create ClickUp tasks and collaborate on it through Locale
Auto-escalate and resolve issues proactively from any tool
Solve high-priority issues quickly and easily
Add custom status of tasks on Locale
Mark tasks as 'pending', 'reviewed', 'in progress' etc
Supercharge your workflows with custom actions and multiplayer assignment
Create action buttons for human input and approval
Use custom buttons like “approve”, “resolve”, "review" etc
Playbooks and multiplayer task assignment
Track actions by different team members
Basic automations not good enough? Check out our advanced features
Help your team manage high-priority items with our advanced features.
Convert Notifications to Tasks
Ensure that necessary action is taken
Optional SQL Editor
For cases that involve complex business logic
Action Buttons
Help your team take manual actions
Multi-Step Playbooks
Custom status to track progress on each action
3 Levels of Escalation
Ensure tasks are prioritized and done on time
Insights on Team Performance
Measure how your team is performing