TWO WAY, REAL-TIME SYNC

Sync Microsoft Dynamics 365 Sales and ClickUp

Whalesync lets you sync data between Microsoft Dynamics 365 Sales and ClickUp. Simple, reliable, two-way sync— without writing code.

Note: Microsoft Dynamics 365 Sales isn't avaiable to sync yet.
Note: ClickUp isn't avaiable to sync yet.

Note: These connectors aren't available to sync yet.

Microsoft Dynamics 365 Sales
ClickUp

Empowering top operators — From startups to enterprises

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Givebutter
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Integrate in minutes

How to sync Microsoft Dynamics 365 Sales and ClickUp

We built Whalesync specifically to help operators sync data, so all you have to do is connect your apps, map your data, and turn sync on.

See how it works
1

Choose apps

Choose the apps you want to sync from our growing library of connectors.

Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales
2

Map fields

Select the tables and fields that map together to fit your workflow.

Microsoft Dynamics 365 Sales
ClickUp
3

Start syncing data

Turn syncing on and watch your data instantly update across your apps.

Microsoft Dynamics 365 Sales x ClickUp
Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales
ClickUp
Microsoft Dynamics 365 Sales x ClickUp
Synced Apps

About Microsoft Dynamics 365 Sales and ClickUp

See how it works

Microsoft Dynamics 365 Sales

About

Microsoft Dynamics 365 Sales Hub is a cloud-based application that combines CRM functionality with advanced sales tools, enabling businesses to manage customer relationships and sales processes seamlessly within a single platform.

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Status

Live

Category

CRM

Supported Objects

Accounts
Supported
Contacts
Supported
Opportunities
Supported

ClickUp

About

ClickUp is an all-in-one workspace for teams. They combine tasks, docs, chats, goals, and more into a single app. With over 800,000 users, they've become a go-to tool for many startups and businesses.

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ClickUp is an innovative software tool that helps teams stay productive and organized. It is an all-in-one workspace that includes tasks, docs, chats, goals, and more. With its intuitive user interface, teams can easily manage projects, track progress, and collaborate seamlessly. It is trusted by over 800,000 users, making it a popular choice for startups and businesses of all sizes. ClickUp also offers powerful automation tools and integrations with other popular apps and services, making it even easier to keep everything in one place. With ClickUp, teams can focus on the work that matters and get things done faster.
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Status

Highly Requested

Category

All-In-One Doc

Supported Objects

No items found.
Get in Sync

Two-way sync, simplified

Whalesync is the no-code tool built to handle data syncing. In a few minutes, you can hook up your apps and have them 2-way syncing in real-time.

Real-time sync

Real-time and historical sync for up-to-date records.

Efficient error handling

Instant email alerts for quick issue monitoring.

Smart API handling

Automate API management for seamless integration.

Advanced filters

Precision filtering for targeted
data sync.

Blog

Microsoft Dynamics 365 Sales and ClickUp guides

No items found.
Security + Scale

Built for Enterprise

Sync your data with top-grade security, role based access control, SSO, and audit logs.

Whalesync Enterprise

Security

Enterprise-grade data safety with SOC 2 Type II, GDPR compliance, and encryption at rest monitored by Vanta.

Scale with support

Easily manage issues at scale, while knowing you have a dedicated account manager on stand by to support.

Frequently asked questions

Yes! Whalesync offers true two-way sync. Unlike most apps that offer one-way syncs in two directions, Whalesync actually keeps your data in sync bi-directionally. Update data in one app and see it instantly to sync to the other (or vice-versa).

When a record syncs for the first time it becomes a record in sync. For example, if you sync 10 rows from Airtable to Webflow, you will have 10 records in sync. We do not "double-count" records across the two different apps.

Unlike other automation tools that count updates or tasks, Whalesync allows unlimited updates: those records can change as many times as you'd like.

A sync is a connection between two different apps (e.g. Salesforce & Airtable). When you turn sync on, Whalesync will continuously sync data between your apps.

A single sync includes as many data tables and field as you'd like.

Instant updates means that Whalesync syncs data as fast as it can rather than on a timed batch (e.g. once every 5 minutes). As soon as we see a change in one app, we'll send the update to the other. This means a single record syncs in a matter of seconds instead of minutes.

You bet! We've simplified all the annoying parts of setting up a sync with Zapier. We support multi-reference fields, rich text, and images. For a full list, see our supported fields docs.

If data can't be synced (e.g. a required field is missing), Whalesync will alert you on the Issues page. This alert provides the exact error from your destination app and any other info that will help you fix the issue. In the meantime, Whalesync will continue to sync all data that doesn't have errors.

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Start syncing in minutes

Syncs page of Whalesync