ClickUp + Copper Integration

Integrate ClickUp to Copper in one click, or tell Integrately AI how you want each task handled. Create tasks, update leads, alert your team, and trigger follow-ups automatically.

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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
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2.

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Ready Workflows Ready Workflows for ClickUp + Copper Integration

Capture tasks, update leads, keep records synced, alert your team, and send follow-ups, all in just one click.

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.
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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.
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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!
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  • 1of3
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your ClickUp + Copper flow

Sync your project tasks with CRM data, notify teammates, log updates, and keep your entire stack aligned. Pick a combination and activate it in one click.

ClickUp
Copper
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SlackSlack (6)
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Google SheetsGoogle Sheets (6)
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GmailGmail (6)
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HubSpotHubSpot (6)
+
AsanaAsana (6)
+
StripeStripe (6)
C
C
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Create a Copper lead from every new ClickUp task, and notify your sales channel in Slack
New ClickUp tasks appear in Copper as leads instantly and your sales channel hears about it in Slack, so nobody re-types details or misses a follow-up.
C
C
S
When a Copper opportunity is created, post an update to your sales channel in Slack and create a task in ClickUp
Every new Copper opportunity immediately creates a ClickUp task and notifies your team in Slack, ensuring seamless project handoffs.
C
C
S
When a Copper opportunity is updated, post the stage change in Slack and update task in ClickUp
Opportunity stage updates in Copper instantly update your ClickUp tasks and notify your team in Slack.
C
C
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When a ClickUp task status is updated, update the matching Copper project and announce it in Slack
Task progress in ClickUp updates your Copper projects automatically while alerting your team in Slack.
C
C
S
If a Copper lead is created with enterprise priority, create a ClickUp task and alert the VIP channel in Slack
Enterprise leads in Copper instantly generate priority ClickUp tasks and notify your VIP sales channel in Slack.
C
C
C
S
Use ChatGPT to summarise every new Copper company update, save it as a ClickUp task, and post the brief in Slack
AI summarises new Copper company updates, logs them as ClickUp tasks, and shares the brief in Slack.

Supported triggers and actions for ClickUp and Copper

Mix and match to build the exact automation you need

ClickUp
ClickUp Triggers & Actions
Instant
Goal is created in ClickUp
Triggers the automation when a new goal is created
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Instant
Goal is updated in ClickUp
Triggers the automation when a goal is updated
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Instant
Goal is deleted in ClickUp
Triggers the automation when a goal is deleted
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Instant
Target is created in ClickUp
Triggers the automation when a new target is created
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Instant
Target is updated in ClickUp
Triggers the automation when a target is updated
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Instant
Target is deleted in ClickUp
Triggers the automation when a target is deleted
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Task is created in ClickUp
Triggers the automation when task is created
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New message is posted on channel in ClickUp
Triggers the automation when a new message is posted on a channel
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Instant
Task status is updated in ClickUp
Triggers the automation when the status of a task is changed
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Instant
Task comment is posted in ClickUp
Triggers the automation when a task comment is posted
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Instant
Task is moved in ClickUp
Triggers the automation when a task is moved with
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Instant
Task priority is updated in ClickUp
Triggers the automation when the priority level of a task is changed
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Instant
Task assignee is updated in ClickUp
Triggers the automation when a task assignee is changed
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Instant
Task due date is updated in ClickUp
Triggers the automation when a task due date is updated
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Instant
Task is deleted in ClickUp
Triggers the automation when a task is deleted
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Instant
Subtask is created in ClickUp
Triggers the automation when a subtask is created
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Instant
Task time tracked is Updated in ClickUp
Triggers the automation when task time tracking is updated
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Instant
Task tag is updated in ClickUp
Triggers the automation when the tag assigned to any task is changed
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Instant
Task comment is updated in ClickUp
Triggers the automation when a task comment is updated
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Instant
Folder is created in ClickUp
Triggers the automation when a new folder is created
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Instant
Folder is updated in ClickUp
Triggers the automation when a folder is updated
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Instant
Folder is deleted in ClickUp
Triggers the automation when a folder is deleted
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Instant
List is created in ClickUp
Triggers the automation when a new list is created
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Instant
List is updated in ClickUp
Triggers the automation when any list is modified
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Instant
List is deleted in ClickUp
Triggers the automation when any list is deleted
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Instant
Space is created in ClickUp
Triggers the automation when a new space is created
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Instant
Space is updated in ClickUp
Triggers the automation when any space is modified
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Instant
Space is deleted in ClickUp
Triggers the automation when any space is deleted
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Task is updated in ClickUp
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Create threaded comment in ClickUp
Creates a new threaded comment
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Search task by custom field in ClickUp
Searches for tasks using a custom field
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Send message to channel in ClickUp
Sends a message to a specific channel
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Send direct message in ClickUp
Sends a direct message to a user
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Create task in ClickUp
Creates a new task
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Update task with custom field in ClickUp
Updates a task in the project management system with a custom field value
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Create subtask in ClickUp
Creates a subtask
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Update task in ClickUp
Updates the task with new information or changes
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Search task in ClickUp
Searches for a task
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Post task comment in ClickUp
Posts a comment on a task
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Post list comment in ClickUp
Posts a comment on a list
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Post view comment in ClickUp
Posts a comment on a view
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Create list in ClickUp
Generates a new list
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Update list in ClickUp
Updates a designated list with new information or changes
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Get list details by id in ClickUp
Retrieves detailed information about a list based on its id
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Search list in ClickUp
Scans and retrieves results for a particular list
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Delete list in ClickUp
Deletes a list
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Create folder in ClickUp
Creates a new folder
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Search folder in ClickUp
Searches for a folder
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Update folder in ClickUp
Updates the contents of a particular folder
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Get folder details by id in ClickUp
Retrieves information about a folder using its id
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Create space in ClickUp
Creates a new space
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Get space details by id in ClickUp
Retrieves detailed information of a space using its id
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Search space in ClickUp
Searches for a space
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Invite guest to workspace in ClickUp
Sends an invitation to a guest to join the workspace
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Update space in ClickUp
Updates the space with new content and changes
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Get view details by ID in ClickUp
Retrieves details of a view using its id
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Create task from template in ClickUp
Generates a task based on a pre-defined template
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Add tag to a task in ClickUp
Adds a tag to a task
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Upload task attachment in ClickUp
Uploads task attachments to designated folders
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Add dependency to task in ClickUp
Links tasks together to establish dependencies
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Create space tag in ClickUp
Generates a new space tag
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Update target in ClickUp
Updates the particular target with new data or information
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Get task details by ID in ClickUp
Retrieves the details of a task based on its unique id
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Update time tracked in ClickUp
Logs and updates time spent on tasks in the time tracking tool
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Create target in ClickUp
Generates a new target
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Remove tag from task in ClickUp
Removes a tag from a task
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Create goal in ClickUp
Generates a new goal
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Update goal in ClickUp
Updates the goal based on new information
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Create folderless list in ClickUp
Generates a list of items without organizing them into folders
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Delete dependency from task in ClickUp
Deletes dependency link between two tasks
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Delete target in ClickUp
Deletes a target
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Delete goal in ClickUp
Deletes a goal
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Delete checklist item in ClickUp
Deletes an item from a checklist
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Update space tag in ClickUp
Updates the tag associated with a space
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Get goal details by ID in ClickUp
Retrieves goal details by using their unique id identifier
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Search goal in ClickUp
Searches for a goal
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Search team view in ClickUp
Searches for a team view
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Search task template in ClickUp
Searches for a task template
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Create time entry in ClickUp
Creates a new time entry
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Create checklist in ClickUp
Generates a checklist for tasks
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Update checklist in ClickUp
Updates checklist items with new tasks or completions
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Delete checklist in ClickUp
Deletes a checklist
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Update comment in ClickUp
Updates comments with new information
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Update checklist item in ClickUp
Updates a item on the checklist
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Search custom fields in ClickUp
Searches for custom fields
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Create checklist item in ClickUp
Generates a checklist item
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Search task using filters in ClickUp
Searches for a task using filters
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Search task in view in ClickUp
Searches for a task in a view
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Search sub-task in task in ClickUp
Searches for a sub-task in a task
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Add task link in ClickUp
Creates a hyperlink to add a new task
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Search folderless list in ClickUp
Searches for a folderless list
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Search list members in ClickUp
Searches for list members
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Search task members in ClickUp
Searches for task members
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Search tracked time in ClickUp
Searches for tracked time
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Search task comment in ClickUp
Searches for a task comment
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Search workspace in ClickUp
Searches for a workspace
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Search list comment in ClickUp
Searches for a list comment
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Add task to list in ClickUp
Adds a task to a designated list
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Search space view in ClickUp
Searches for a sub-task in a task
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Search list view in ClickUp
Searches for a list view
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Search folder view in ClickUp
Searches for a folder view
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Delete task in ClickUp
Deletes a task
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Delete space tag in ClickUp
Deletes a space tag
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Delete time tracked in ClickUp
Removes recorded time entries from the database
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Delete folder in ClickUp
Deletes a folder
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Delete comment from task in ClickUp
Deletes a comment associated with a task
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Delete space in ClickUp
Deletes a space
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Search space tag in ClickUp
Searches for a space tag
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Copper
Copper Triggers & Actions
Instant
Lead is created in Copper
Triggers the automation when a new lead is created
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Instant
Lead is changed in Copper
Triggers the automation when a lead is updated
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Instant
Person is created in Copper
Triggers the automation when a new person is created
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Instant
Person is updated in Copper
Triggers the automation when a person's details are changed
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Instant
Opportunity is updated in Copper
Triggers the automation when any opportunity is updated
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Instant
Opportunity is created in Copper
Triggers the automation when any opportunity is updated
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Instant
Activity is created in Copper
Triggers the automation when a new activity is created
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Instant
Company is updated in Copper
Triggers the automation when the company's profile is updated
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Instant
Company is created in Copper
Triggers the automation when a new company is created
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Instant
Task is created in Copper
Triggers the automation when a new task is created
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Instant
Task is updated in Copper
Triggers the automation when any task is modified
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Instant
Project is created in Copper
Triggers the automation when a new project is created
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Instant
Project is updated in Copper
Triggers the automation when any project is changed
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Update task in Copper
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Get task by id in Copper
Retrieves a specific task
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Create lead in Copper
Generates new leads for potential customers
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Update lead in Copper
Updates the lead information
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Search lead in Copper
Retrieves information for a particular lead
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Create person in Copper
Generates a new person
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Update person in Copper
Updates the information of a person
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Search person in Copper
Retrieves information about a person
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Create activity in Copper
Generates a new activity or task
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Create task in Copper
Creates a new task
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Search opportunity in Copper
Searches for a opportunity
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Create opportunity in Copper
Creates a new instance of the support system
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Update opportunity in Copper
Updates the opportunity details as needed
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Search company in Copper
Finds information about a company
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Create company in Copper
Generates a new company profile with given details
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Update company in Copper
Updates company information
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Create project in Copper
Creates a new project
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Update project in Copper
Updates project information
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Search project in Copper
Searches for a project
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Search task in Copper
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What can you automate with ClickUp + Copper?

Streamline your workflow by automating task creation, CRM updates, status syncs, and team alerts across ClickUp and Copper.

What you can automate?
🔄
Turn every ClickUp task into a Copper lead automatically
Capture new ClickUp tasks and create corresponding lead records in Copper the moment work begins. Eliminate manual transcription and keep your sales pipeline fully populated.
📝
Map custom task fields directly into Copper custom fields
Transfer specific task attributes and custom details from ClickUp straight into Copper fields. Ensure your CRM records contain comprehensive project data.
🔔
Notify your sales channel in Slack instantly when a Copper lead updates
Broadcast important lead stage changes and opportunity updates directly to your team's Slack channel. Keep everyone informed of pipeline movements in real time.
🔀
Create high-priority tasks in ClickUp only when enterprise opportunities are created
Route high-value deals intelligently by setting up conditional rules that generate priority tasks in ClickUp only for enterprise-tier Copper opportunities.
🔄
Update the matching Copper opportunity whenever a ClickUp task status changes
Keep sales teams informed of project delivery by automatically updating Copper opportunity statuses whenever the corresponding ClickUp task progresses.
👥
Create or update Copper contacts based on ClickUp task assignments
Prevent duplicate records by setting up intelligent upsert rules that create or update Copper contact profiles based on ClickUp task assignee data.
Handle closed deals by updating ClickUp project statuses and notifying stakeholders
Celebrate sales wins and kick off fulfillment by updating project statuses in ClickUp and triggering notification messages the moment a deal closes.
✉️
Send a welcome email via Gmail whenever a new task syncs to Copper
Extend your core integration with Gmail to automatically dispatch introductory emails to clients the moment their project task creates a CRM record.
And much more...

Who is ClickUp + Copper integration for?

Revenue teams, project managers, and operations leads eliminate manual handoffs between ClickUp and Copper to keep tasks and customer records perfectly aligned.

Performance marketers
Performance marketers
Sales reps
Sales reps
Project managers
Project managers
Operations leads
Operations leads
Account executives
Account executives
Customer success managers
Customer success managers
📈
Performance marketers
You're managing project sprints in ClickUp but tracking revenue updates manually in Copper, so your weekly pipeline reports are always out of date — with this integration, every task update reflects in your CRM instantly and your pipeline numbers stay current.
Sales reps
You're creating tasks in ClickUp for new client onboarding but logging them in Copper hours later, so your sales team acts on delayed information — automating both apps means every new task generates a CRM record instantly and your team follows up without delay.
📋
Project managers
You're coordinating deliverables across ClickUp boards while clients ask for progress updates stored in Copper, so you waste hours cross-referencing platforms — this integration means every project status change updates your CRM records automatically and client communication stays accurate.
⚙️
Operations leads
You're handling high volumes of task assignments in ClickUp that require manual contact creation in Copper, so records get missed during peak periods — with this integration, every new task populates your CRM automatically and customer volumes are handled without errors.
🤝
Account executives
You're waiting for sales reps to manually hand over closed deals from Copper into ClickUp before you can start project work, so project kickoff is constantly delayed — automating both apps means every closed opportunity creates project tasks instantly and delivery begins without friction.
📊
Customer success managers
You're tracking customer communications in Copper but managing execution steps in ClickUp, so your historical audit trails have frustrating gaps — connecting these apps means every activity across platforms links seamlessly and your historical records remain complete.
Our team

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

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Why choose Integrately to automate ClickUp + Copper

Build and manage your ClickUp + Copper automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ClickUp + Copper with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect ClickUp to Copper?
Frequently Asked Questions
You can connect ClickUp to Copper in 1 click using ready templates on Integrately or by asking Integrately AI to build the automation. It links your favorite tools like Slack, Google Sheets, Gmail, and HubSpot effortlessly.
Can I automatically create a Copper lead when a new task is created in ClickUp?
Frequently Asked Questions
Can I connect ClickUp, Copper, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickUp and Copper?
Frequently Asked Questions
How does ClickUp handle task data during integration?
Frequently Asked Questions
Can Copper opportunities trigger ClickUp tasks?
Frequently Asked Questions
Do I need coding skills to automate ClickUp and Copper?
Frequently Asked Questions
Is the ClickUp and Copper integration free?
Frequently Asked Questions
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You Can Also Connect ClickUp or Copper With 1500+ Other Apps

ClickUp
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