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Act! 365 + ClickUp Integration

Connect Act! 365 to ClickUp in 1 click

Integrate Act! 365 + ClickUp For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Act! 365 + ClickUp Workflows

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Create ClickUp checklist for new Act! 365 contact

When you create a new contact in Act! 365, this automation will automatically create a related checklist in ClickUp. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your ClickUp board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Act! 365 and ClickUp!

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Create ClickUp task for new Act! 365 contact

Act! 365 and ClickUp are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Act! 365, do you also create a task in ClickUp? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

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When New contact is created in Act! 365 > Check any condition > Create task in ClickUp

Act! 365 + ClickUp Integration

When New contact is created in Act! 365 > Check any condition > Create subtask in ClickUp

Act! 365 + ClickUp Integration

When New contact is created in Act! 365 > Check any condition > Update task in ClickUp

Act! 365 + ClickUp Integration

When New contact is created in Act! 365 > Check any condition > Update task with custom field in ClickUp

Act! 365 + ClickUp Integration

When New contact is created in Act! 365 > Check any condition > Post list comment in ClickUp

Act! 365 + ClickUp Integration

When New contact is created in Act! 365 > Check any condition > Post view comment in ClickUp

Act! 365 + ClickUp Integration

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Create Your Own Act! 365 & ClickUp Integration Without Any Code

Create Custom Workflow

Act! 365 + ClickUp Integration

1.

New contact is created in Act! 365
Goal is created in ClickUp Instant
Goal is updated in ClickUp Instant
Goal is deleted in ClickUp Instant
Target is created in ClickUp Instant
Target is updated in ClickUp Instant
Target is deleted in ClickUp Instant
Task is created in ClickUp
New message is posted on channel in ClickUp
Task status is updated in ClickUp Instant
Task comment is posted in ClickUp Instant
Task is moved in ClickUp Instant
Task priority is updated in ClickUp Instant
Task assignee is updated in ClickUp Instant
Task due date is updated in ClickUp Instant
Task is deleted in ClickUp Instant
Subtask is created in ClickUp Instant
Task time tracked is Updated in ClickUp Instant
Task tag is updated in ClickUp Instant
Task comment is updated in ClickUp Instant
Folder is created in ClickUp Instant
Folder is updated in ClickUp Instant
Folder is deleted in ClickUp Instant
List is created in ClickUp Instant
List is updated in ClickUp Instant
List is deleted in ClickUp Instant
Space is created in ClickUp Instant
Space is updated in ClickUp Instant
Space is deleted in ClickUp Instant
Task is updated in ClickUp

2.

Create contact in Act! 365
Create threaded comment in ClickUp
Search task by custom field in ClickUp
Send message to channel in ClickUp
Send direct message in ClickUp
Create task in ClickUp
Update task with custom field in ClickUp
Create subtask in ClickUp
Update task in ClickUp
Search task in ClickUp
Post task comment in ClickUp
Post list comment in ClickUp
Post view comment in ClickUp
Create list in ClickUp
Update list in ClickUp
Get list details by id in ClickUp
Search list in ClickUp
Delete list in ClickUp
Create folder in ClickUp
Search folder in ClickUp
Update folder in ClickUp
Get folder details by id in ClickUp
Create space in ClickUp
Get space details by id in ClickUp
Search space in ClickUp
Invite guest to workspace in ClickUp
Update space in ClickUp
Get view details by ID in ClickUp
Create task from template in ClickUp
Add tag to a task in ClickUp
Upload task attachment in ClickUp
Add dependency to task in ClickUp
Create space tag in ClickUp
Update target in ClickUp
Get task details by ID in ClickUp
Update time tracked in ClickUp
Create target in ClickUp
Remove tag from task in ClickUp
Create goal in ClickUp
Update goal in ClickUp
Create folderless list in ClickUp
Delete dependency from task in ClickUp
Delete target in ClickUp
Delete goal in ClickUp
Delete checklist item in ClickUp
Update space tag in ClickUp
Get goal details by ID in ClickUp
Search goal in ClickUp
Search team view in ClickUp
Search task template in ClickUp
Create time entry in ClickUp
Create checklist in ClickUp
Update checklist in ClickUp
Delete checklist in ClickUp
Update comment in ClickUp
Update checklist item in ClickUp
Search custom fields in ClickUp
Create checklist item in ClickUp
Search task using filters in ClickUp
Search task in view in ClickUp
Search sub-task in task in ClickUp
Add task link in ClickUp
Search folderless list in ClickUp
Search list members in ClickUp
Search task members in ClickUp
Search tracked time in ClickUp
Search task comment in ClickUp
Search workspace in ClickUp
Search list comment in ClickUp
Add task to list in ClickUp
Search space view in ClickUp
Search list view in ClickUp
Search folder view in ClickUp
Delete task in ClickUp
Delete space tag in ClickUp
Delete time tracked in ClickUp
Delete folder in ClickUp
Delete comment from task in ClickUp
Delete space in ClickUp
Search space tag in ClickUp

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Want to automate something else in your workflow?

You Can Also Connect Act! 365 or ClickUp With 1200+ Other Apps

Act! 365 is a powerful sales and marketing software that is available in the cloud. It helps you take care of everything from managing contacts to tracking deals using your smartphone.

See Act! 365 Integrations

ClickUp is a simple but powerful way to manage your projects and tasks. It allows you to create task lists, collaborate with teammates, set due dates, and comment on tasks from anywhere you go.

See ClickUp Integrations

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