How to Integrate ClickUp with Salesforce
- On your ClickUp dashboard, click on your workspace name in the upper-left corner to open the workspace settings.
- Select "Apps" then click "App Center."
- Search for "Salesforce" and then click on it.
- Click "Connect" to integrate.
- Login to your Salesforce account to connect.
- Select "Allow" to grant permission.
Completing these steps will integrate ClickUp with Salesforce, boosting your content management and productivity.