Set Up Salesforce Sync in ClickUp

The Salesforce Sync integration lets you connect Salesforce and ClickUp so your sales and project teams can work from a single, always-updated source of truth. This how-to guide walks you through every step to install, configure, and manage the integration safely and effectively.

Follow the sections below in order, or jump directly to the task you need to complete.

Requirements for the ClickUp Salesforce Sync

Before you enable the integration, make sure your organization meets these requirements. The Salesforce Sync integration is not available in every environment.

ClickUp plan: Available on the Enterprise plan.
Admin access: You must be a ClickUp owner or admin to enable the Salesforce Sync feature.
Salesforce access: You need a Salesforce admin to install and configure the managed package.

If you are not sure whether your workspace includes this feature, contact your account manager or workspace owner.

Enable Salesforce Sync in ClickUp

Workspace owners or admins need to switch on the Salesforce Sync feature in the ClickUp settings before the app can be installed in Salesforce.

Open your workspace settings in ClickUp.
Navigate to the integrations or apps section.
Locate the Salesforce Sync integration option.
Enable the toggle or checkbox to turn on Salesforce Sync for your workspace.

Once Salesforce Sync is enabled in ClickUp, your Salesforce admin can continue with the installation in Salesforce.

Install the ClickUp Salesforce App in Salesforce

The next step happens entirely inside Salesforce. A Salesforce admin must install the ClickUp managed package and complete the basic configuration.

Sign in to Salesforce with an admin account.
Open the Salesforce AppExchange and search for the ClickUp Salesforce Sync package, or use the link provided by your ClickUp representative.
Install the package for the appropriate users or for all users, depending on your security needs.
Complete any post-installation steps that Salesforce prompts you to configure, such as assigning permission sets or profiles.

After installation, the ClickUp app will appear in Salesforce. You are now ready to connect it to your workspace.

Connect Salesforce to ClickUp

Once the app is installed, you must authorize Salesforce to access your workspace and specify which ClickUp workspace to sync with.

From Salesforce, open the newly installed ClickUp app or tab.
Select the option to connect a workspace or sign in.
Log in with your ClickUp credentials when prompted.
Choose the correct workspace to connect if you belong to more than one.
Authorize the requested permissions so Salesforce can read and write data to ClickUp as configured.

After authorization, the integration creates a secure connection between Salesforce and your workspace.

Configure ClickUp Objects and Salesforce Objects

The integration works by mapping Salesforce objects and fields to ClickUp items. Correct mapping is critical for accurate synchronization.

Plan Your ClickUp and Salesforce Data Model

Before you map objects, decide which Salesforce records should create or update items in your workspace. Common scenarios include:

Mapping Opportunities to tasks or subtasks.
Mapping Accounts to tasks, lists, or folders.
Mapping custom Salesforce objects to custom ClickUp task types.

Clarify what should happen when a record changes status in Salesforce, and which spaces, folders, or lists should receive new items in ClickUp.

Map Salesforce Objects to ClickUp

Use the integration configuration inside Salesforce to define your mappings.

Open the ClickUp configuration page in Salesforce.
Select the Salesforce object you want to sync, for example, Opportunity or Account.
Choose the target location in ClickUp, such as a specific space, folder, or list.
Define how records should be created as tasks or subtasks in that location.
Repeat this setup for each Salesforce object that you want to sync.

For best results, keep the mapping structure simple at first and expand after you validate that data behaves as expected.

Map Fields Between Salesforce and ClickUp

After mapping the main objects, configure the fields that will sync between Salesforce and your workspace.

Within each object mapping, open the field mapping section.
Select a Salesforce field, such as Stage, Amount, Close Date, or custom fields.
Match each Salesforce field to an equivalent ClickUp custom field, task property, or status where available.
Specify the direction of sync for each field: Salesforce to ClickUp, ClickUp to Salesforce, or bidirectional, depending on your process.
Save your mappings and repeat for additional fields as needed.

Field mapping ensures that important information—like deal size, timeline, and owner—stays aligned between both platforms.

Control Sync Behavior Between Salesforce and ClickUp

The Salesforce Sync integration provides flexible options to control how and when data moves between Salesforce and ClickUp.

Choose Manual or Automatic Sync

Depending on your workflow, you can use different sync triggers.

Automatic sync: Configure rules so records update automatically whenever someone edits a mapped field or status.
Manual sync: Let users push updates on demand from Salesforce using a button or action, which then updates the related item in ClickUp.

Use automatic sync for high-volume processes and manual sync for sensitive data or one-off records.

Define Sync Direction

Not every field should sync both ways. For each object and field, you can usually choose:

Salesforce to ClickUp only: Protects Salesforce as the system of record while sharing data into your workspace.
ClickUp to Salesforce only: Ideal for capturing delivery or implementation data in ClickUp and sending results back to sales.
Bidirectional sync: Keeps data aligned when both teams can safely update the same values.

Review your compliance and data ownership policies before enabling bidirectional sync.

Use Salesforce Data Inside ClickUp

Once your integration is configured, your team can start using Salesforce data directly in the workspace.

Create tasks or subtasks in ClickUp from Salesforce records.
Display synced fields in task views so project teams always see the latest sales information.
Automate task creation when Salesforce records reach specific stages, like when an Opportunity is Closed Won.
Use synced fields to filter views, create dashboards, and report on project progress related to deals.

This connection helps sales, customer success, and delivery teams coordinate work with fewer manual updates.

Best Practices for Managing the ClickUp Salesforce Sync

To keep your integration stable and maintain clean data across Salesforce and ClickUp, follow these operational tips.

Start with a pilot group of users and a limited set of objects and fields.
Document your mapping rules so admins in both systems understand how information flows.
Monitor early sync results and adjust mappings before rolling the integration out to the entire organization.
Train teams on which system owns which fields and how updates should be made.

Regularly review your sync settings as your process evolves to ensure they remain aligned with your current sales and delivery workflows.

Troubleshooting the ClickUp Salesforce Integration

If something does not sync as expected, work through these common checks.

Confirm that the Salesforce Sync feature is still enabled in ClickUp.
Verify that the Salesforce managed package is installed and up to date.
Check that mapped objects and fields still exist in both systems and that field types are compatible.
Make sure users have the necessary permissions in Salesforce and in your workspace.
Review sync logs or error messages, if available, to identify specific records that failed.

If you need more detailed, step-by-step troubleshooting instructions, refer to the official integration documentation.

More Resources for ClickUp Salesforce Sync

Use these resources to deepen your understanding and optimize your setup.

Official integration guide: Salesforce Sync integration documentation.
Implementation and workflow consulting: visit Consultevo for expert help with advanced workspace configurations.

With a thoughtful setup and ongoing governance, the Salesforce Sync integration will help your teams keep sales, projects, and customer delivery aligned inside ClickUp.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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