Question

How do I map SalesForce contact data into custom fields in Clickup?

  • 17 September 2021
  • 5 replies
  • 59 views

Hi, I need your help!

I am integrating SalesForce with ClickUp through Zapier, as I could not integrate them directly. I did the integration without problems.

What I'm trying to do and I can't is that the data I bring from SalesForce goes to specific fields of the task that is created in ClickUp.

My client insists that he wants the information sorted in ClickUp and I need to resolve this as soon as possible. Thanks!

 


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5 replies

Userlevel 7
Badge +12

Hi @Matias D 

Can you please be more specific about what data points from Salesforce you are trying to map to what ClickUp Task fields?

Perhaps include a specific example to trace thru the data flow.

Hi @Troy Tessalone!

I have set up a trigger that when a "Lead" changes status (from "NSP Schedule" to "Awaiting details") in SalesForce a task is created in ClickUp.
I want some SalesForce specific data (like email, phone, name, etc) to go into custom fields in the new task that is created in ClickUp.
I only managed to get this data to go to "Comments" in ClickUp.


I attach images.

Userlevel 7
Badge +12

@Matias D 

If those ClickUp Task fields are not available, then you’ll likely have to leverage the ClickUp API: https://clickup.com/api

App APIs can be used in Zaps with the Webhooks app: https://zapier.com/apps/webhook/integrations

@Troy Tessalone 

Thank you for your response.
I don't know if I can do that.

Regards!

Userlevel 7
Badge +12

@Matias D 

APIs are advanced approaches and you may want to consider hiring a Zapier Expert for help: https://zapier.com/experts