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Kayleen Standridge
Hi, ClickUppers! 🙌
I'm Kayleen Standridge and I'm the Product Manager over Integrations! 🤖
I'd love to better understand the use cases and key features that would really make a Salesforce<>ClickUp integration helpful for you!
Post your feedback here or if you're willing to potentially jump on a call to discuss more with me, fill out this form with your name and email:
(I'll work to reach out to the first submitters to schedule a time)
Thank you! 🚀
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A
Adil Khan
Hi Team,
we would like to see the Salesforce 2-way sync functionality.
as this will help us to update the salesforce opportunities/leads from the clickup task.
Thanks.
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Damiano Giannini
Please create a Salesforce integration similar to the HubSpot integrations.
S
Sean Peck
Allowing the Time Tracking to integrate with Salesforce would be a very beneficial tool.
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Brian Rohde
It would also be hugely beneficial if a connection to the Salesforce Dashboards can be established, to for instance display certain metrics of campaigns on the campaign card.
Would honestly be ground breaking for us!
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Tadej Jevševar
in progress
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Cass Anderson
Tadej Jevševar, amazing news! Let us know what you need for this to be successful
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Ryan MacAlmon
Hi Tadej Jevševar, I hope you are doing well. Are you the new Product Manager for this?
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Tadej Jevševar
Hi Ryan MacAlmon, Yes. Thanks for asking. How can I help?
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Ryan MacAlmon
Tadej Jevševar for this post I see the tag as under review. Isn't the primary integration delivered?
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Tadej Jevševar
Ryan MacAlmon: Yes, in June we launched a new ClickUp Salesforce integration.
What's new
- Rich Link Previews of Salesforce URLs: Simply paste Salesforce link into a ClickUp Task, Docs, Chat (basically anywhere where editor lives), and watch it transform into a rich preview, giving you all the context you need right where you are. We support Link Previews for Salesforce Task, Lead, Opportunity, Contact, Case and Account URLs.
- Create a new Salesforce Task or Lead right from within ClickUp Search Bar: Open Search Bar -> type Create new Salesforce Lead command -> Enter all the details -> Click Create.
- Personal Connected Search for Salesforce: Search for Salesforce records directly from ClickUp Search Bar
- Salesforce App panel in Task view: The App Panel in Task View provides a consistent way to view all Salesforce links associated with a task, improving task management.
We also have a separate
Salesforce Sync
app available in App Center that offers:- Sync Salesforce Accounts and Opportunities with ClickUp
- Integrate Salesforce Statuses with ClickUp's Custom fields
- One-way sync where Salesforce updates are immediately reflected in ClickUp.
But we are keeping this board "open" because we plan on adding support for:
- 2-way sync of Salesforce records and ClickUp Tasks
- Salesforce automations in ClickUp
Please let us know if you are finding our current integration useful and if you have any new feature request.
Thank you!
J
Josh Sommer
Tadej Jevševar Thank you for your work on this. 2-way sync will be incredibly useful!
A few thoughts/requests/wishes:
- Filter/set criteria for which records are synced
- Set which CU list to sync SF records into; sync different records to different lists
- Sync Activities and Cases in addition to Accounts and Opportunities
- Somehow map SF users to CU users to allow record ownership/assignment to flow from SF to CU and ideally vice versa
- Enable syncing of text and long text fields
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John LaFoone
Tadej Jevševar A two way sync between Salesforce Fields and Custom Fields would be highly appreciated and useful!
J
Josh Sommer
One thing that would be quite helpful is to be able to mention and link to records in Salesforce via @ lookup in CU.
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Ryan MacAlmon
Please integrate the Case object and allow for custom objects
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Ryan MacAlmon
Luci N. what is the status of this idea?
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Victoria Walker
Kayleen Standridge is there an update on this integration, please? I have a team within the business that is going to purchase Asana for the Salesforce integration and we are trying to convince them they need ClickUp! A timeline would be greatly appreciated to help our case. Thanks!
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