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About the ClickUp Integration

Connect your CRM workflows directly with ClickUp to automate project management tasks. This integration allows you to create tasks, build project structures, and store documents automatically, keeping your sales pipeline and project delivery in perfect alignment without needing external automation tools.

Key Benefits

Integrating your CRM with ClickUp provides several advantages for managing client projects and internal processes.

Eliminate Manual Entry: Contact and deal information flows automatically between systems, removing the need for duplicate data entry.
Accelerate Project Setup: Automatically create ClickUp spaces, folders, lists, and tasks when a deal reaches a specific stage in the CRM.
Streamline Content Creation: Use the CRM's AI features to generate content and save it directly to ClickUp Docs for team review.
Improve Team Handoffs: Keep project updates and communications within ClickUp, where your team works, to reduce errors and miscommunication.
Consolidate Tools: Replace complex webhook-based automations with built-in, trackable workflow steps.
Manage Costs: Usage-based premium executions can be enabled and potentially billed to clients.

Before You Begin

Ensure you have the following permissions and settings configured before setting up the integration.

Access to the Workflows and Integrations sections within the specific sub-account where you plan to run the automation.
A ClickUp user account with permissions to create and modify items in the target workspace.
The Premium Features for Workflows may need to be enabled by your agency account to use certain actions and triggers.

Connecting Your ClickUp Account

You connect your accounts using ClickUp's secure OAuth process. This allows the CRM to receive events and perform actions on your behalf.

Navigate to Automation → Workflows in your CRM.
Add a ClickUp trigger or action step to a workflow.
If you haven't connected before, click Connect Now and log in to your ClickUp account to grant access.
If already connected, the step's configuration fields will appear immediately.

You can also connect via Sub-Account Settings → Integrations → ClickUp → Connect.

Available Triggers (From ClickUp to CRM)

Triggers start a workflow in your CRM when a specific event occurs in ClickUp.

New Task: Triggers when a new task is created.
Task Changes: Triggers when a task is updated (e.g., status, due date).
New List: Triggers when a new list is created.
New Folder: Triggers when a new folder is created.
New Comment on a Task: Triggers when a comment is added to a task.
New Attachment Added to Task: Triggers when a file is attached to a task.
New Reaction on Chat Message: Triggers when a reaction is added to a public channel message.
New Reaction on Task Comment: Triggers when a reaction is added to a task comment.
New Time Entry: Triggers when time is logged against a task.

Available Actions (From CRM to ClickUp)

Actions are steps you add to a CRM workflow to create or update items within ClickUp.

Create Task: Creates a new task with details like name, due date, and assignee.
Update Task: Modifies an existing task's properties.
Archive or Delete Task: Archives or permanently deletes a task.
Create Space: Creates a new workspace or team space.
Create Folder: Adds a new folder to organize lists.
Create List: Creates a new list of tasks.
Post Task Comment: Adds a comment to a specified task.
Post Attachment: Uploads a file to a task.
Create New Document: Creates a new document in ClickUp Docs.
Edit Document Page: Updates an existing document page.
Create New Document Page: Adds a new page to an existing document.
Find Task by ID: Retrieves a task using its unique ID.
Find Documents: Searches for documents.
Find a List of All Tasks: Retrieves all tasks from a workspace or list.
Find User by Name or Email: Looks up a user account.

How to Set Up a ClickUp Workflow Step

Follow these general steps to build an automated process linking your CRM and ClickUp.

Open a Workflow: Go to Automation → Workflows and create a new workflow or edit an existing one.
Connect Accounts: Add a ClickUp step. If not connected, click Connect Now to authorize. This can also be done via Settings → Integrations.
Choose the Direction:
- To start a CRM workflow from a ClickUp event, add a ClickUp Trigger (e.g., New Task).
- To perform an action in ClickUp from a CRM workflow, add a ClickUp Action (e.g., Create Task). When using an action, select the target Workspace or List and map data from your CRM contacts, opportunities, or forms.
Structure Your Workflow: Use If/Else conditions to filter actions based on pipeline stage or other criteria. Add Wait steps when a subsequent action depends on a previous one being completed, such as waiting for a list to be created before adding tasks to it. Space out actions that create many items to avoid overloading the system.