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Connect Clickup to Salesforce
Automate Clickup and Salesforce with AI
Salesforce opportunities that win need a ClickUp onboarding plan the delivery team can see. Operator.io points OpenClaw at both so closed won deals spawn ClickUp folders from your template, account fields copy from Salesforce, and milestone completion writes activity notes back to the opportunity. Ask for implementation status on an account and it returns Salesforce stage with open ClickUp tasks attached.
It reaches both apps directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh, so there is no Zap to build and no API keys to paste.
What your agent can do with Clickup and Salesforce
What your agent does in Clickup
Add dependency
Adds a 'waiting on' or 'blocking' dependency to a task, requiring either `depends_on` (task becomes waiting on) or `dependency_of` (task becomes blocking), but not both; `team_id` is required if `custom_task_ids` is true.
Add guest to folder
Adds a guest to a folder with specified permissions; requires a ClickUp Enterprise Plan.
Add guest to list
Shares a ClickUp List with an existing guest user, granting them specified permissions; requires the Workspace to be on the ClickUp Enterprise Plan.
Add guest to task
Assigns a guest to a task with specified permissions; requires ClickUp Enterprise Plan, and `team_id` if `custom_task_ids` is true.
Add tags from time entries
Associates a list of specified tags with one or more time entries within a given Team (Workspace).
Add tag to task
Adds an existing tag to a specified task; team_id is required if custom_task_ids is true.
What your agent does in Salesforce
Add contact to campaign
Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.
Add lead to campaign
Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...
Add product to opportunity
Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after ru...
Associate contact to account
Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.
How it works
Tell the agent what you want to happen between Clickup and Salesforce, for example to watch one and act in the other, or to keep the two in step. It reads what it needs from Clickup, works out what to do, and runs the matching action in Salesforce without you mapping a single field.
You can have it run once, on a schedule, or whenever something changes. Ask it for a status any time and it reads the latest from both apps back to you in the same chat.
Common questions about Clickup and Salesforce
- How do I connect Clickup and Salesforce to Operator?
- You authorize Clickup and Salesforce once each from your Operator dashboard. Operator holds both connections and refreshes the access tokens for you, so your agent keeps working across them without you signing in again.
- What can my agent do across Clickup and Salesforce?
- You describe the outcome in plain language and your agent works between the two, reading from one and acting in the other. It picks the right Clickup and Salesforce actions on its own, so you do not map fields or pick triggers.
- Can my agent keep Clickup and Salesforce in sync?
- Yes. It can watch Clickup and act in Salesforce, or keep both in step, reading from one and running the matching update in the other. This runs on demand when you ask or on a schedule you set.
- Do I need to build a workflow or write code?
- No. There is no workflow to build, no fields to map, and no API keys to paste. Operator manages both connections, and you give the agent instructions in plain language.
Clickup and Salesforce integrations
Put your agent on Clickup and Salesforce
Sign in, connect both apps, and hand your agent the work. The same setup reaches every app in the catalog. Your first week is free.
Try for free