Bridge the Gap Between Your Team and Your Clients

SFConduit gives Salesforce consultants a native way to sync ClickUp tasks, time tracking, and project progress directly into their clients' orgs.

See How It Works
Now available for ClickUp
Built for Salesforce Consulting Teams
ClickUp Available
SF-to-SF Coming Soon
Z
Zoho Projects Coming Soon

Everything Your Clients Need, Inside Salesforce

A full-featured support portal your clients access from their own Salesforce org — no separate logins, no context switching.

Task List

Your clients see every task, filter by status or assignee, and expand subtasks — all inside Salesforce.

Dashboard & Reporting

Budget tracking, monthly hours charts, assignee breakdowns, and overdue alerts at a glance.

Time Tracking

Log hours from Salesforce and see exactly where every minute goes across tasks and team members.

Two-Way Comments

Comments, @mentions, and image uploads sync instantly between Salesforce and ClickUp.

Email Notifications

Get notified on status changes, new comments, budget thresholds, and more — with digest and quiet hours options.

Role-Based Permissions

Four permission levels let you control exactly what each user can see and do.

Up and Running in Minutes

Three steps. No code. No consultants needed to install your consultant tool.

1

Install the Package

Click "Install Now" and follow Salesforce's installation wizard. Install for all users or just admins — your choice. Takes under 2 minutes.

2

Connect Your ClickUp

Open the Support tab in Salesforce, sign in with ClickUp OAuth, and select which Space and List to sync. That's the entire setup.

3

Your Clients Are Live

Tasks sync automatically via webhooks. Your clients can view progress, add comments, and track time — all from their native Salesforce experience.

For Consulting Teams

Built for Agencies, Loved by Clients

Your clients get a native Salesforce experience. You get a powerful admin portal to manage everything.

  • Manage all client orgs from one admin portal
  • White-label branding — your logo, your colors
  • Generate invoices and track time across clients
  • Free for your first client org — $25/mo per additional org
salesforce.com/support
Admin Portal Preview

Growing Integration Ecosystem

ClickUp today. More project management tools coming soon.

ClickUp

Available Now

Salesforce-to-Salesforce

v2.0
Z

Zoho Projects

v3.0

Simple, Transparent Pricing

Start free. Scale when you're ready.

Per Consulting Org
$25 /mo

per client org beyond your first free org

  • 1 client org included free
  • All features included — no tiers
  • Unlimited team members
  • Stripe billing — cancel anytime

Ready to Give Your Clients Visibility?

Install SFConduit in under 2 minutes. Your first client org is free.