Salesforce and ClickUp integration + automation

Salesforce and ClickUp integrations couldn’t be easier with the Tray Platform’s robust Salesforce and ClickUp connectors, which can connect to any service without the need for separate integration tools.

Popular Salesforce and ClickUp integrations

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Salesforce

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Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all

Operations

Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all

See documentation >

ClickUp

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Uses

All

Category

Contact Management

Connector type

Tray Connector

Triggers

None

Operations

Add custom field to list, Bulk add task comment, Bulk add task tag, Bulk create task, Bulk delete task tag, Bulk move task, Bulk update task assignee, Bulk update task due date, Bulk update task priority, Bulk update task statuses

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations