ClickUp + Copper Integration

Connect ClickUp to Copper in 1 click

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ClickUp
    Goal is created in ClickUp Instant
  • ClickUp
    Goal is updated in ClickUp Instant
  • ClickUp
    Goal is deleted in ClickUp Instant
  • ClickUp
    Target is created in ClickUp Instant
  • ClickUp
    Target is updated in ClickUp Instant
  • ClickUp
    Target is deleted in ClickUp Instant
  • ClickUp
    Task is created in ClickUp
  • ClickUp
    New message is posted on channel in ClickUp
  • ClickUp
    Task status is updated in ClickUp Instant
  • ClickUp
    Task comment is posted in ClickUp Instant
  • ClickUp
    Task is moved in ClickUp Instant
  • ClickUp
    Task priority is updated in ClickUp Instant
  • ClickUp
    Task assignee is updated in ClickUp Instant
  • ClickUp
    Task due date is updated in ClickUp Instant
  • ClickUp
    Task is deleted in ClickUp Instant
  • ClickUp
    Subtask is created in ClickUp Instant
  • ClickUp
    Task time tracked is Updated in ClickUp Instant
  • ClickUp
    Task tag is updated in ClickUp Instant
  • ClickUp
    Task comment is updated in ClickUp Instant
  • ClickUp
    Folder is created in ClickUp Instant
  • ClickUp
    Folder is updated in ClickUp Instant
  • ClickUp
    Folder is deleted in ClickUp Instant
  • ClickUp
    List is created in ClickUp Instant
  • ClickUp
    List is updated in ClickUp Instant
  • ClickUp
    List is deleted in ClickUp Instant
  • ClickUp
    Space is created in ClickUp Instant
  • ClickUp
    Space is updated in ClickUp Instant
  • ClickUp
    Space is deleted in ClickUp Instant
  • ClickUp
    Task is updated in ClickUp
  • Copper
    Lead is created in Copper Instant
  • Copper
    Lead is changed in Copper Instant
  • Copper
    Person is created in Copper Instant
  • Copper
    Person is updated in Copper Instant
  • Copper
    Opportunity is updated in Copper Instant
  • Copper
    Opportunity is created in Copper Instant
  • Copper
    Activity is created in Copper Instant
  • Copper
    Company is updated in Copper Instant
  • Copper
    Company is created in Copper Instant
  • Copper
    Task is created in Copper Instant
  • Copper
    Task is updated in Copper Instant
  • Copper
    Project is created in Copper Instant
  • Copper
    Project is updated in Copper Instant
Arrow Right
2.

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows   for ClickUp + Copper Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Copper + ClickUp Integration

Create ClickUp task for new Copper person

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

When you create a person in Copper, 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.
See more
Copper + ClickUp Integration

Create ClickUp task for new Copper task

Copper 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 Copper. ClickUp is a great tool for this.

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

Create ClickUp checklist for new Copper person

When you create a new person in Copper, 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 Copper and ClickUp!
See more
  • 1of3
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Who Is This Integration For?

Sales Teams
Sales Teams
Project Managers
Project Managers
Customer Success Teams
Customer Success Teams
Marketing Teams
Marketing Teams
Business Analysts
Business Analysts
Sales Teams
Sales teams often struggle to keep track of customer interactions and ongoing deal progress in a unified manner, leading to missed follow-ups and inefficiencies. With multiple tools, salespeople find it time-consuming to update task status and communications manually.
Project Managers
Project managers frequently face issues with maintaining updated task lists and ensuring timelines are met. Transitioning sales deals into actionable tasks can cause delays and miscommunication if not streamlined properly.
Customer Success Teams
Customer success teams aim to enhance client relationships but often lack integrated insights from the sales team, leading to fragmented customer experiences and disconnected service delivery.
Marketing Teams
Marketing teams need current, accurate information on sales leads in order to tailor campaigns effectively. Without synced data between tools, they encounter outdated information and irrelevant campaign targeting.
Business Analysts
Business analysts require comprehensive data from both customer management and project management tools to make informed forecasts and strategies, but disconnected systems make data collection and verification challenging.
ClickUp logo
Copper logo

What Can You Automate With ClickUp + Copper

Convert new Copper leads into ClickUp tasks
Automatically create a task in ClickUp for every new lead you capture in Copper. This ensures your sales team can kick off the follow-up process without any delay, keeping everything organized and action-oriented.
Update ClickUp tasks with Copper deal stage changes
Keep your project timelines in sync by updating ClickUp tasks whenever a deal stage changes in Copper. This way, your task priorities mirror real-time sales pipeline movements, helping you stay agile and focused.
Alert customer success via ClickUp when a deal closes in Copper
Trigger a notification to your customer success team on ClickUp once a deal closes in Copper. This prepares the team to promptly onboard and nurture the new client, enhancing customer satisfaction from day one.
Sync Copper contact updates to ClickUp task comments
Whenever a contact's details are updated in Copper, post this as a comment on relevant ClickUp tasks. This ensures your team always has the latest client information at their fingertips, fostering better team collaboration.
Track lost deals from Copper in ClickUp for analysis
Every time a deal is marked as lost in Copper, create a ClickUp task to analyze causes and strategize improvements. This helps you turn setbacks into learning opportunities, refining your sales approach.
And much more...
Automations

Top 10 Most Popular ClickUp Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
ClickUp logo
Create ClickUp task for new Elementor Forms form submission
Activate
Notion logo
ClickUp logo
Create ClickUp task for new Notion database item
Activate
Todoist logo
ClickUp logo
Create ClickUp task for new Todoist task
Activate
Google Sheets logo
ClickUp logo
Create ClickUp task for new Google Sheets row
Activate
Microsoft To-Do logo
ClickUp logo
Create ClickUp task for new Microsoft To-Do task
Activate
Elementor Forms logo
ClickUp logo
Create ClickUp task for new Elementor Forms form submission
Activate
Notion logo
ClickUp logo
Create ClickUp task for new Notion database item
Activate
Todoist logo
ClickUp logo
Create ClickUp task for new Todoist task
Activate
Google Sheets logo
ClickUp logo
Create ClickUp task for new Google Sheets row
Activate
Microsoft To-Do logo
ClickUp logo
Create ClickUp task for new Microsoft To-Do task
Activate
Trello logo
ClickUp logo
Create ClickUp task for new Trello card
Activate
Insightly logo
ClickUp logo
Create ClickUp task for new Insightly task
Activate
CompanyHub logo
ClickUp logo
Create ClickUp task for new CompanyHub contact
Activate
CompanyHub logo
ClickUp logo
Create ClickUp checklist for new CompanyHub deal
Activate
Clockify logo
ClickUp logo
Create ClickUp task for new Clockify task
Activate
Trello logo
ClickUp logo
Create ClickUp task for new Trello card
Activate
Insightly logo
ClickUp logo
Create ClickUp task for new Insightly task
Activate
CompanyHub logo
ClickUp logo
Create ClickUp task for new CompanyHub contact
Activate
CompanyHub logo
ClickUp logo
Create ClickUp checklist for new CompanyHub deal
Activate
Clockify logo
ClickUp logo
Create ClickUp task for new Clockify task
Activate

Top 10 Most Popular Copper Automations from
Integrately Community

Most popularmost-popular-automations
01
Copper logo
SMTP logo
Send SMTP email for new Copper person
02
Copper logo
Ultramsg logo
Send Ultramsg message for new Copper person
03
Formidable Forms logo
Copper logo
Create Copper task for new Formidable Forms form submission
04
Copper logo
Relatel logo
Create Relatel dnd for new Copper person
05
Google Sheets logo
Copper logo
Create Copper person for new Google Sheets row
cloud
Copper
app integration
06
WordPress logo
Copper logo
Create Copper person for new WordPress user
07
Copper logo
SMS Alert logo
Send SMS Alert message for new Copper task
08
Copper logo
Push by Techulus logo
Send Push by Techulus message for new Copper task
09
Copper logo
AiSensy logo
Send AiSensy template message for new Copper task
10
Copper logo
Ziper logo
Send Ziper message for new Copper task
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Want to automate something else in your workflow?

You Can Also Connect ClickUp or Copper With 1400+ Other Apps

ClickUp
ClickUp
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.
Copper
Copper
Copper is a CRM that helps you turn relationships into revenue, and it does this by automating all the busywork in your sales pipeline so you can focus on what matters: building relationships with customers.