ClickUp + Customerly Integration

Connect ClickUp to Customerly - Automate your workflows in 1-click

Make use of ClickUp automations to improve team communication and gain real-time visibility into project progress. With Customerly automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. Combine the benefits of both with Integrately’s ClickUp + Customerly integration.
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Ready Workflows For ClickUp + Customerly Integration

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Customerly + ClickUp Integration

Create ClickUp checklist for new Customerly contact

When you create a new contact in Customerly, 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 Customerly and ClickUp!
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Customerly + ClickUp Integration

Create ClickUp task for new Customerly contact

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

When you create a contact in Customerly, 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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ClickUp + Customerly Integration
1.
  • ClickUp
    Goal is created in ClickUp

    Triggers the automation when a new goal is created

    Instant
  • ClickUp
    Goal is updated in ClickUp

    Triggers the automation when a goal is updated

    Instant
  • ClickUp
    Goal is deleted in ClickUp

    Triggers the automation when a goal is deleted

    Instant
  • ClickUp
    Target is created in ClickUp

    Triggers the automation when a new target is created

    Instant
  • ClickUp
    Target is updated in ClickUp

    Triggers the automation when a target is updated

    Instant
  • ClickUp
    Target is deleted in ClickUp

    Triggers the automation when a target is deleted

    Instant
  • ClickUp
    Task status is updated in ClickUp

    Triggers the automation when the status of a task is changed

    Instant
  • ClickUp
    Task is created in ClickUp

    Triggers the automation when a new task is created

    Instant
  • ClickUp
    Task comment is posted in ClickUp

    Triggers the automation when a task comment is posted

    Instant
  • ClickUp
    Task is moved in ClickUp

    Triggers the automation when a task is moved with

    Instant
  • ClickUp
    Task priority is updated in ClickUp

    Triggers the automation when the priority level of a task is changed

    Instant
  • ClickUp
    Task assignee is updated in ClickUp

    Triggers the automation when a task assignee is changed

    Instant
  • ClickUp
    Task due date is updated in ClickUp

    Triggers the automation when a task due date is updated

    Instant
  • ClickUp
    Task is deleted in ClickUp

    Triggers the automation when a task is deleted

    Instant
  • ClickUp
    Subtask is created in ClickUp

    Triggers the automation when a subtask is created

    Instant
  • ClickUp
    Task time tracked is Updated in ClickUp

    Triggers the automation when task time tracking is updated

    Instant
  • ClickUp
    Task tag is updated in ClickUp

    Triggers the automation when the tag assigned to any task is changed

    Instant
  • ClickUp
    Task comment is updated in ClickUp

    Triggers the automation when a task comment is updated

    Instant
  • ClickUp
    Folder is created in ClickUp

    Triggers the automation when a new folder is created

    Instant
  • ClickUp
    Folder is updated in ClickUp

    Triggers the automation when a folder is updated

    Instant
  • ClickUp
    Folder is deleted in ClickUp

    Triggers the automation when a folder is deleted

    Instant
  • ClickUp
    List is created in ClickUp

    Triggers the automation when a new list is created

    Instant
  • ClickUp
    List is updated in ClickUp

    Triggers the automation when any list is modified

    Instant
  • ClickUp
    List is deleted in ClickUp

    Triggers the automation when any list is deleted

    Instant
  • ClickUp
    Space is created in ClickUp

    Triggers the automation when a new space is created

    Instant
  • ClickUp
    Space is updated in ClickUp

    Triggers the automation when any space is modified

    Instant
  • ClickUp
    Space is deleted in ClickUp

    Triggers the automation when any space is deleted

    Instant
  • ClickUp
    Task is updated in ClickUp
  • Customerly
    Lead is created in Customerly

    Triggers the automation when a new lead is created

    Instant
  • Customerly
    User is created in Customerly

    Triggers the automation when a new user is created

    Instant
  • Customerly
    User is tagged in Customerly

    Triggers the automation when a user is tagged

    Instant
  • Customerly
    User is unsubscribed in Customerly

    Triggers the automation when a user is unsubscribed

    Instant
  • Customerly
    Lead converted to user in Customerly

    Triggers the automation when a lead is successfully converted into a user

    Instant
2.
  • ClickUp
    Create threaded comment in ClickUp

    Creates a new threaded comment

  • ClickUp
    Search task by custom field in ClickUp

    Searches for tasks using a custom field

  • ClickUp
    Create task in ClickUp

    Creates a new task

  • ClickUp
    Update task with custom field in ClickUp

    Updates a task in the project management system with a custom field value

  • ClickUp
    Create subtask in ClickUp

    Creates a subtask

  • ClickUp
    Update task in ClickUp

    Updates the task with new information or changes

  • ClickUp
    Search task in ClickUp

    Searches for a task

  • ClickUp
    Post task comment in ClickUp

    Posts a comment on a task

  • ClickUp
    Post list comment in ClickUp

    Posts a comment on a list

  • ClickUp
    Post view comment in ClickUp

    Posts a comment on a view

  • ClickUp
    Create list in ClickUp

    Generates a new list

  • ClickUp
    Update list in ClickUp

    Updates a designated list with new information or changes

  • ClickUp
    Get list details by id in ClickUp

    Retrieves detailed information about a list based on its id

  • ClickUp
    Search list in ClickUp

    Scans and retrieves results for a particular list

  • ClickUp
    Delete list in ClickUp

    Deletes a list

  • ClickUp
    Create folder in ClickUp

    Creates a new folder

  • ClickUp
    Search folder in ClickUp

    Searches for a folder

  • ClickUp
    Update folder in ClickUp

    Updates the contents of a particular folder

  • ClickUp
    Get folder details by id in ClickUp

    Retrieves information about a folder using its id

  • ClickUp
    Create space in ClickUp

    Creates a new space

  • ClickUp
    Get space details by id in ClickUp

    Retrieves detailed information of a space using its id

  • ClickUp
    Search space in ClickUp

    Searches for a space

  • ClickUp
    Invite guest to workspace in ClickUp

    Sends an invitation to a guest to join the workspace

  • ClickUp
    Update space in ClickUp

    Updates the space with new content and changes

  • ClickUp
    Get view details by ID in ClickUp

    Retrieves details of a view using its id

  • ClickUp
    Create task from template in ClickUp

    Generates a task based on a pre-defined template

  • ClickUp
    Add tag to a task in ClickUp

    Adds a tag to a task

  • ClickUp
    Upload task attachment in ClickUp

    Uploads task attachments to designated folders

  • ClickUp
    Add dependency to task in ClickUp

    Links tasks together to establish dependencies

  • ClickUp
    Create space tag in ClickUp

    Generates a new space tag

  • ClickUp
    Update target in ClickUp

    Updates the particular target with new data or information

  • ClickUp
    Get task details by ID in ClickUp

    Retrieves the details of a task based on its unique id

  • ClickUp
    Update time tracked in ClickUp

    Logs and updates time spent on tasks in the time tracking tool

  • ClickUp
    Create target in ClickUp

    Generates a new target

  • ClickUp
    Remove tag from task in ClickUp

    Removes a tag from a task

  • ClickUp
    Create goal in ClickUp

    Generates a new goal

  • ClickUp
    Update goal in ClickUp

    Updates the goal based on new information

  • ClickUp
    Create folderless list in ClickUp

    Generates a list of items without organizing them into folders

  • ClickUp
    Delete dependency from task in ClickUp

    Deletes dependency link between two tasks

  • ClickUp
    Delete target in ClickUp

    Deletes a target

  • ClickUp
    Delete goal in ClickUp

    Deletes a goal

  • ClickUp
    Delete checklist item in ClickUp

    Deletes an item from a checklist

  • ClickUp
    Update space tag in ClickUp

    Updates the tag associated with a space

  • ClickUp
    Get goal details by ID in ClickUp

    Retrieves goal details by using their unique id identifier

  • ClickUp
    Search goal in ClickUp

    Searches for a goal

  • ClickUp
    Search team view in ClickUp

    Searches for a team view

  • ClickUp
    Search task template in ClickUp

    Searches for a task template

  • ClickUp
    Create time entry in ClickUp

    Creates a new time entry

  • ClickUp
    Create checklist in ClickUp

    Generates a checklist for tasks

  • ClickUp
    Update checklist in ClickUp

    Updates checklist items with new tasks or completions

  • ClickUp
    Delete checklist in ClickUp

    Deletes a checklist

  • ClickUp
    Update comment in ClickUp

    Updates comments with new information

  • ClickUp
    Update checklist item in ClickUp

    Updates a item on the checklist

  • ClickUp
    Search custom fields in ClickUp

    Searches for custom fields

  • ClickUp
    Create checklist item in ClickUp

    Generates a checklist item

  • ClickUp
    Search task using filters in ClickUp

    Searches for a task using filters

  • ClickUp
    Search task in view in ClickUp

    Searches for a task in a view

  • ClickUp
    Search sub-task in task in ClickUp

    Searches for a sub-task in a task

  • ClickUp
    Add task link in ClickUp

    Creates a hyperlink to add a new task

  • ClickUp
    Search folderless list in ClickUp

    Searches for a folderless list

  • ClickUp
    Search list members in ClickUp

    Searches for list members

  • ClickUp
    Search task members in ClickUp

    Searches for task members

  • ClickUp
    Search tracked time in ClickUp

    Searches for tracked time

  • ClickUp
    Search task comment in ClickUp

    Searches for a task comment

  • ClickUp
    Search workspace in ClickUp

    Searches for a workspace

  • ClickUp
    Search list comment in ClickUp

    Searches for a list comment

  • ClickUp
    Add task to list in ClickUp

    Adds a task to a designated list

  • ClickUp
    Search space view in ClickUp

    Searches for a sub-task in a task

  • ClickUp
    Search list view in ClickUp

    Searches for a list view

  • ClickUp
    Search folder view in ClickUp

    Searches for a folder view

  • ClickUp
    Delete task in ClickUp

    Deletes a task

  • ClickUp
    Delete space tag in ClickUp

    Deletes a space tag

  • ClickUp
    Delete time tracked in ClickUp

    Removes recorded time entries from the database

  • ClickUp
    Delete folder in ClickUp

    Deletes a folder

  • ClickUp
    Delete comment from task in ClickUp

    Deletes a comment associated with a task

  • ClickUp
    Delete space in ClickUp

    Deletes a space

  • ClickUp
    Search space tag in ClickUp

    Searches for a space tag

  • Customerly
    Create user in Customerly

    Generates a new user account

  • Customerly
    Add tag to user in Customerly

    Assigns a tag to a user based on particular criteria

  • Customerly
    Create lead in Customerly

    Generates new leads for potential customers

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Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect ClickUp or Customerly With 1200+ Other Apps

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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.

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Customerly is the fully integrated CRM system for e-commerce businesses. It helps you boost your customer engagement, automate your marketing and sales processes, convert more customers, and grow your business.

See Customerly Integrations

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