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!
+14Hi
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
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.
+14If 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
+14APIs are advanced approaches and you may want to consider hiring a Zapier Expert for help: https://zapier.com/experts
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