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ClickUp + Capsule CRM Integration

ClickUp + Capsule CRM Integration

Connect ClickUp to Capsule CRM in 1 click

Popular ClickUp + Capsule CRM Workflows

Capsule CRM + ClickUp Integration

Create ClickUp checklist for new Capsule CRM opportunity

If you're using Capsule CRM and ClickUp to manage your business, you'll want to take advantage of the integration between the two services. When a opportunity is created in Capsule CRM, a checklist will automatically be created in ClickUp.

This makes it easy to keep track of the progress of each opportunity and ensure that all the necessary steps are taken. To get started, click on activate, connect your Capsule CRM and ClickUp accounts and start creating opportunity!
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Capsule CRM + ClickUp Integration

Create ClickUp checklist for new Capsule CRM person

When you create a new person in Capsule CRM, this automation will automatically create a related checklist in ClickUp. This makes it easy to track the progress of your person'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 person's information. Stay organized and efficient with Capsule CRM and ClickUp!
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Capsule CRM + ClickUp Integration

Create ClickUp task for new Capsule CRM person

Capsule CRM and ClickUp are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Capsule CRM, 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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Capsule CRM + ClickUp Integration

Create ClickUp task for new Capsule CRM task

Capsule CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Capsule CRM. ClickUp is a great tool for this.

All you need to do is - integrate ClickUp with Capsule CRM to create task in ClickUp automatically when certain task occur in Capsule CRM. This can save you time by not having to manually create tasks in both systems.
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Capsule CRM + ClickUp Integration

Create ClickUp task for new Capsule CRM opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in ClickUp to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Capsule CRM? Well now there is!

With our integration between Capsule CRM and ClickUp, creating task in ClickUp is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in ClickUp to keep your team up-to-date.
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ClickUp + Capsule CRM Integration

You can Add Conditions / More Apps in the next steps

  • Task is created in ClickUp
    Task is created in ClickUp Instant
  • Task status is updated in ClickUp
    Task status is updated in ClickUp Instant
  • Task is updated in ClickUp
    Task is updated in ClickUp Instant
  • Task comment is posted in ClickUp
    Task comment is posted in ClickUp Instant
  • Task is moved in ClickUp
    Task is moved in ClickUp Instant
  • Task priority is updated in ClickUp
    Task priority is updated in ClickUp Instant
  • Task assignee is updated in ClickUp
    Task assignee is updated in ClickUp Instant
  • Task due date is updated in ClickUp
    Task due date is updated in ClickUp Instant
  • Task is deleted in ClickUp
    Task is deleted in ClickUp Instant
  • Task tag is updated in ClickUp
    Task tag is updated in ClickUp Instant
  • Task time tracked is Updated in ClickUp
    Task time tracked is Updated in ClickUp Instant
  • Task comment is updated in ClickUp
    Task comment is updated in ClickUp Instant
  • Folder is created in ClickUp
    Folder is created in ClickUp Instant
  • Folder is updated in ClickUp
    Folder is updated in ClickUp Instant
  • Folder is deleted in ClickUp
    Folder is deleted in ClickUp Instant
  • List is created in ClickUp
    List is created in ClickUp Instant
  • List is updated in ClickUp
    List is updated in ClickUp Instant
  • List is deleted in ClickUp
    List is deleted in ClickUp Instant
  • Space is created in ClickUp
    Space is created in ClickUp Instant
  • Space is updated in ClickUp
    Space is updated in ClickUp Instant
  • Space is deleted in ClickUp
    Space is deleted in ClickUp Instant
  • Person is created in Capsule CRM
    Person is created in Capsule CRM Instant
  • Person is updated in Capsule CRM
    Person is updated in Capsule CRM Instant
  • Task is created in Capsule CRM
    Task is created in Capsule CRM Instant
  • Task is updated in Capsule CRM
    Task is updated in Capsule CRM Instant
  • Opportunity is created in Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Opportunity is updated in Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Organisation is created in Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Organisation is updated in Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • Case is created in Capsule CRM
    Case is created in Capsule CRM Instant
  • Case is updated in Capsule CRM
    Case is updated in Capsule CRM Instant
  • Create task in ClickUp
    Create task in ClickUp
  • Create subtask in ClickUp
    Create subtask in ClickUp
  • Update task with custom field in ClickUp
    Update task with custom field in ClickUp
  • Update task in ClickUp
    Update task in ClickUp
  • Search task in ClickUp
    Search task in ClickUp
  • Post task comment in ClickUp
    Post task comment in ClickUp
  • Post list comment in ClickUp
    Post list comment in ClickUp
  • Post view comment in ClickUp
    Post view comment in ClickUp
  • Create list in ClickUp
    Create list in ClickUp
  • Update list in ClickUp
    Update list in ClickUp
  • Get list details by id in ClickUp
    Get list details by id in ClickUp
  • Search list in ClickUp
    Search list in ClickUp
  • Delete list in ClickUp
    Delete list in ClickUp
  • Create folder in ClickUp
    Create folder in ClickUp
  • Search folder in ClickUp
    Search folder in ClickUp
  • Update folder in ClickUp
    Update folder in ClickUp
  • Get folder details by id in ClickUp
    Get folder details by id in ClickUp
  • Create task from template in ClickUp
    Create task from template in ClickUp
  • Get task details by id in ClickUp
    Get task details by id in ClickUp
  • Add dependency to task in ClickUp
    Add dependency to task in ClickUp
  • Upload task attachment in ClickUp
    Upload task attachment in ClickUp
  • Add tag to a task in ClickUp
    Add tag to a task in ClickUp
  • Add time track to task in ClickUp
    Add time track to task in ClickUp
  • Create space tag in ClickUp
    Create space tag in ClickUp
  • Update target in ClickUp
    Update target in ClickUp
  • Update goal in ClickUp
    Update goal in ClickUp
  • Update time tracked in ClickUp
    Update time tracked in ClickUp
  • Create target in ClickUp
    Create target in ClickUp
  • Remove tag from task in ClickUp
    Remove tag from task in ClickUp
  • Create folderless list in ClickUp
    Create folderless list in ClickUp
  • Create goal in ClickUp
    Create goal in ClickUp
  • Delete dependency from task in ClickUp
    Delete dependency from task in ClickUp
  • Delete goal in ClickUp
    Delete goal in ClickUp
  • Delete target in ClickUp
    Delete target in ClickUp
  • Delete checklist item in ClickUp
    Delete checklist item in ClickUp
  • Search team view in ClickUp
    Search team view in ClickUp
  • Update space tag in ClickUp
    Update space tag in ClickUp
  • Get goal details by id in ClickUp
    Get goal details by id in ClickUp
  • Search goal in ClickUp
    Search goal in ClickUp
  • Search task template in ClickUp
    Search task template in ClickUp
  • Create space in ClickUp
    Create space in ClickUp
  • Invite guest to workspace in ClickUp
    Invite guest to workspace in ClickUp
  • Get space details by id in ClickUp
    Get space details by id in ClickUp
  • Get view details by id in ClickUp
    Get view details by id in ClickUp
  • Update space in ClickUp
    Update space in ClickUp
  • Search space in ClickUp
    Search space in ClickUp
  • Create checklist in ClickUp
    Create checklist in ClickUp
  • Update checklist in ClickUp
    Update checklist in ClickUp
  • Delete checklist in ClickUp
    Delete checklist in ClickUp
  • Update checklist item in ClickUp
    Update checklist item in ClickUp
  • Search custom fields in ClickUp
    Search custom fields in ClickUp
  • Create checklist item in ClickUp
    Create checklist item in ClickUp
  • Update comment in ClickUp
    Update comment in ClickUp
  • Search task using filtered in ClickUp
    Search task using filtered in ClickUp
  • Search task in view in ClickUp
    Search task in view in ClickUp
  • Search folderless list in ClickUp
    Search folderless list in ClickUp
  • Search task members in ClickUp
    Search task members in ClickUp
  • Search sub-task in task in ClickUp
    Search sub-task in task in ClickUp
  • Search list members in ClickUp
    Search list members in ClickUp
  • Search task comment in ClickUp
    Search task comment in ClickUp
  • Search space tag in ClickUp
    Search space tag in ClickUp
  • Search workspace in ClickUp
    Search workspace in ClickUp
  • Search tracked time in ClickUp
    Search tracked time in ClickUp
  • Search list comment in ClickUp
    Search list comment in ClickUp
  • Search space view in ClickUp
    Search space view in ClickUp
  • Search list view in ClickUp
    Search list view in ClickUp
  • Search folder view in ClickUp
    Search folder view in ClickUp
  • Delete task in ClickUp
    Delete task in ClickUp
  • Delete space tag in ClickUp
    Delete space tag in ClickUp
  • Delete time tracked in ClickUp
    Delete time tracked in ClickUp
  • Delete folder in ClickUp
    Delete folder in ClickUp
  • Delete comment from task in ClickUp
    Delete comment from task in ClickUp
  • Delete space in ClickUp
    Delete space in ClickUp
  • Create person in Capsule CRM
    Create person in Capsule CRM
  • Search person in Capsule CRM
    Search person in Capsule CRM
  • Create opportunity in Capsule CRM
    Create opportunity in Capsule CRM
  • Search opportunity in Capsule CRM
    Search opportunity in Capsule CRM
  • Create task in Capsule CRM
    Create task in Capsule CRM
  • Add note to entity in Capsule CRM
    Add note to entity in Capsule CRM
  • Create organisation in Capsule CRM
    Create organisation in Capsule CRM
  • Search organisation in Capsule CRM
    Search organisation in Capsule CRM
  • Search person or organisation in Capsule CRM
    Search person or organisation in Capsule CRM
  • Add tag to entity in Capsule CRM
    Add tag to entity in Capsule CRM
  • Create case in Capsule CRM
    Create case in Capsule CRM
  • Search case in Capsule CRM
    Search case in Capsule CRM
  • Search milestone in Capsule CRM
    Search milestone in Capsule CRM

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ClickUp + Capsule CRM Integration
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