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Sync Salesforce Opps to ClickUp Projects

Close the loop. Automatically launch ClickUp projects when Salesforce opportunities are marked Closed Won.

Start Syncing Now How to set up

Delivery Automation.

The Trigger: Salesforce

An Opportunity reaches the "Closed Won" stage.

The Action: ClickUp

A new onboarding List or Folder is created from a template.

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Set up in 4 Easy Steps

1

Connect

Auth your Salesforce and ClickUp accounts.

2

Set Conditions

Filter by Product Type.

3

Choose Template

Select ClickUp Space/Folder template.

4

Activate

Sync is automated.

Try Our Salesforce to ClickUp AI Agent

Automatically convert closed deals into ClickUp project plans.

Salesforce Opportunity → ClickUp Project Agent Prompt 
When a Salesforce Opportunity Stage changes to "Closed Won", create a new Folder in the "Customer Projects" Space in ClickUp. Name the Folder after the Account Name. Apply the "Enterprise Onboarding" template. Set the start date to the Opportunity Close Date.

Seamless Project Handoffs.

Ensure every new customer gets a perfect onboarding experience.

Without Automation

  • Delayed project starts
  • Missing requirements
  • Email back-and-forth
  • Manual Salesforce updates
  • Delivery team in dark

With RhinoAgents

  • Instant project creation
  • Context syncing
  • Status visibility
  • Automated tasks
  • Unified revenue team
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FAQ

Frequently Asked Questions

Common questions about ClickUp + Salesforce integration.

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