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!
Hi
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.
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
Thank you for your response.
I don't know if I can do that.
Regards!
APIs are advanced approaches and you may want to consider hiring a Zapier Expert for help: https://zapier.com/experts
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