Integrate Salesflare with ClickUp
Send information between Salesflare and ClickUp automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in ClickUp as tasks are initiated in Salesflare
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in ClickUp whenever a new task is initiated in Salesflare.
How it works
- The flow triggers when a new task is created in Salesflare.
- Zoho Flow creates a new task under the selected list in ClickUp.
Create tasks in ClickUp as tasks are initiated in Salesflare
Salesflare + ClickUp
Build your own integrations between Salesflare and ClickUp
Connect Salesflare and ClickUp with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Salesflare and ClickUp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New account
Triggers when a new account is created
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
Task moved
Triggers when a task is moved in the selected space
Task updated
Triggers when any detail of a task in the selected space is updated
Time entry created
Triggers when a new time entry is created
List created
Triggers when a new list is created
Task status updated
Triggers when the status of a task in the selected space is updated
Folder updated
Triggers when any detail of an existing folder is updated
List updated
Triggers when any detail of an existing list is updated
Task created
Triggers when a new task is created
Folder created
Triggers when a new folder is created
All Actions - Actions are the automated tasks
Create opportunity
Creates a new opportunity
Add contact to account
Adds an existing contact to the selected account
Create call
Creates a new call
Create account
Creates a new account
Add user to account
Adds an existing user to the selected account
Create contact
Creates a new contact
Create meeting
Creates a new meeting
Create task
Creates a new task
Fetch person
Fetches a person by ID, name, or email
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch user
Fetches a user by ID, name, or email
Fetch account
Fetches an account by ID, name, domain, or tags
Add comment
Adds a comment to the specified task
Create folder
Creates a new folder
Create task
Creates a new task under the selected list
Create subtask
Creates a new subtask under the specified task
Create task using template
Creates a new task using an existing template
Create checklist
Creates a checklist for the specified task
Create list
Creates a new list
Update list
Updates the details of the specified list
Update task custom field
Updates the details of an existing task custom field
Update task
Updates the details of the specified task
Fetch task
Fetches the details of an existing task by ID and custom fields
What is Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
Similar apps
What is ClickUp?
ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
