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

  • 17 September 2021
  • 5 replies

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 +14

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 +14

@Matias D 

If those ClickUp Task fields are not available, then you’ll likely have to leverage the ClickUp API:

App APIs can be used in Zaps with the Webhooks app:

@Troy Tessalone 

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


Userlevel 7
Badge +14

@Matias D 

APIs are advanced approaches and you may want to consider hiring a Zapier Expert for help: