Create ClickUp tasks from new opportunities in SalesForce

Create a Salesforce lead from a new row in a Microsoft 365 Excel worksheet

Every time a new row with contact details is added to a Microsoft 365 Excel worksheet, Make will automatically check if the contact exists in Salesforce as contact or a lead and if it doesn't, it will create a Salesforce lead. Your Microsoft 365 Excel worksheet has to contain headers. The template uses [this worksheet](https://1drv.ms/x/s!AjJKBs6vWrtygQQyJCh-IQojKOgM?e=uOvp9I).

Create a HubSpot CRM company from a new Salesforce account

Use this template to automatically create a HubSpot CRM company when a new Salesforce account (i.e. company) is created.

Add new Evernote notes to ClickUp as tasks

Every time a new note is added to your Evernote notebook, Make will automatically create a new task in a ClickUp list of your choice.

Create Jira issues from new records in Salesforce

This automation will fetch new records in Salesforce and create issues in JIRA Cloud Platform for you.

Count tasks/subtasks for each user in ClickUp and send the list to Microsoft Teams channel

In specified intervals Make retrieves the number of tasks and subtasks for each user in ClickUp and sends the list to Microsoft Teams channel. This scenario does not ignores multiple assignees.

Get Business Data for Salesforce leads with DataForSEO

Automatically enrich your Salesforce leads with comprehensive business details from Google using DataForSEO API and Make. Effortlessly access critical information such as business name, description, categories, rating, address and contact details, and more. Use these insights to personalize your outreach, optimize campaigns, and make data-driven decisions. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/1aziLp2qnouZ6b9s8KlTmTJ-R86zNemjmOyCHH47lSJc/edit?us

Create Customer.io customers from HubSpot CRM contacts

Every time a new contact is created in HubSpot CRM, Make will automatically create a new customer in Customer.io.

Generate chat completions with Perplexity and ChatGPT and update Google Sheets cells

Automatically update a Google Sheets cell with AI-generated chat completions using Perplexity AI and ChatGPT, triggered by new data entries.