ClickUp + Customerly Integration

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

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
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly Instant
Arrow Right
2.
  • ClickUp
    Create threaded comment in ClickUp
  • ClickUp
    Search task by custom field in ClickUp
  • ClickUp
    Send message to channel in ClickUp
  • ClickUp
    Send direct message in ClickUp
  • ClickUp
    Create task in ClickUp
  • ClickUp
    Update task with custom field in ClickUp
  • ClickUp
    Create subtask in ClickUp
  • ClickUp
    Update task in ClickUp
  • ClickUp
    Search task in ClickUp
  • ClickUp
    Post task comment in ClickUp
  • ClickUp
    Post list comment in ClickUp
  • ClickUp
    Post view comment in ClickUp
  • ClickUp
    Create list in ClickUp
  • ClickUp
    Update list in ClickUp
  • ClickUp
    Get list details by id in ClickUp
  • ClickUp
    Search list in ClickUp
  • ClickUp
    Delete list in ClickUp
  • ClickUp
    Create folder in ClickUp
  • ClickUp
    Search folder in ClickUp
  • ClickUp
    Update folder in ClickUp
  • ClickUp
    Get folder details by id in ClickUp
  • ClickUp
    Create space in ClickUp
  • ClickUp
    Get space details by id in ClickUp
  • ClickUp
    Search space in ClickUp
  • ClickUp
    Invite guest to workspace in ClickUp
  • ClickUp
    Update space in ClickUp
  • ClickUp
    Get view details by ID in ClickUp
  • ClickUp
    Create task from template in ClickUp
  • ClickUp
    Add tag to a task in ClickUp
  • ClickUp
    Upload task attachment in ClickUp
  • ClickUp
    Add dependency to task in ClickUp
  • ClickUp
    Create space tag in ClickUp
  • ClickUp
    Update target in ClickUp
  • ClickUp
    Get task details by ID in ClickUp
  • ClickUp
    Update time tracked in ClickUp
  • ClickUp
    Create target in ClickUp
  • ClickUp
    Remove tag from task in ClickUp
  • ClickUp
    Create goal in ClickUp
  • ClickUp
    Update goal in ClickUp
  • ClickUp
    Create folderless list in ClickUp
  • ClickUp
    Delete dependency from task in ClickUp
  • ClickUp
    Delete target in ClickUp
  • ClickUp
    Delete goal in ClickUp
  • ClickUp
    Delete checklist item in ClickUp
  • ClickUp
    Update space tag in ClickUp
  • ClickUp
    Get goal details by ID in ClickUp
  • ClickUp
    Search goal in ClickUp
  • ClickUp
    Search team view in ClickUp
  • ClickUp
    Search task template in ClickUp
  • ClickUp
    Create time entry in ClickUp
  • ClickUp
    Create checklist in ClickUp
  • ClickUp
    Update checklist in ClickUp
  • ClickUp
    Delete checklist in ClickUp
  • ClickUp
    Update comment in ClickUp
  • ClickUp
    Update checklist item in ClickUp
  • ClickUp
    Search custom fields in ClickUp
  • ClickUp
    Create checklist item in ClickUp
  • ClickUp
    Search task using filters in ClickUp
  • ClickUp
    Search task in view in ClickUp
  • ClickUp
    Search sub-task in task in ClickUp
  • ClickUp
    Add task link in ClickUp
  • ClickUp
    Search folderless list in ClickUp
  • ClickUp
    Search list members in ClickUp
  • ClickUp
    Search task members in ClickUp
  • ClickUp
    Search tracked time in ClickUp
  • ClickUp
    Search task comment in ClickUp
  • ClickUp
    Search workspace in ClickUp
  • ClickUp
    Search list comment in ClickUp
  • ClickUp
    Add task to list in ClickUp
  • ClickUp
    Search space view in ClickUp
  • ClickUp
    Search list view in ClickUp
  • ClickUp
    Search folder view in ClickUp
  • ClickUp
    Delete task in ClickUp
  • ClickUp
    Delete space tag in ClickUp
  • ClickUp
    Delete time tracked in ClickUp
  • ClickUp
    Delete folder in ClickUp
  • ClickUp
    Delete comment from task in ClickUp
  • ClickUp
    Delete space in ClickUp
  • ClickUp
    Search space tag in ClickUp
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly

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Ready Workflows Ready Workflows for ClickUp + Customerly Integration

Create users from new tasks, update customer tags, sync project milestones, and trigger follow-up communications, all in just one click.

Most popular automationsmost-popular-automations
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.
See more
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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  • 1of2
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 + Customerly flow

Bring in communication, spreadsheet tracking, and marketing tools to extend your ClickUp and Customerly workflows. Pick a combination and activate it in one click.

ClickUp
Customerly
+
ShopifyShopify (8)
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HubSpotHubSpot (8)
+
SlackSlack (8)
+
StripeStripe (8)
+
Google SheetsGoogle Sheets (8)
+
GmailGmail (8)
S
C
C
Create a Customerly user from every new Shopify order, and create a task in ClickUp
New Shopify orders instantly create a user in Customerly and a task in ClickUp, eliminating manual entry.
S
C
C
When a Shopify order is fulfilled, add a user tag in Customerly and update the task in ClickUp
Fulfilled Shopify orders automatically tag users in Customerly and update task statuses in ClickUp.
S
C
C
When a Shopify order is cancelled, update the ClickUp task and add a cancellation tag in Customerly
Order cancellations update tasks in ClickUp and tag customers in Customerly instantly.
C
C
S
Create a Shopify customer for every ClickUp task marked ready, and add a user in Customerly
Ready ClickUp tasks generate Shopify customers and Customerly users automatically.
S
C
C
If a Shopify order total exceeds 500, create a priority task in ClickUp and tag the user in Customerly
High-value Shopify orders trigger priority ClickUp tasks and VIP user tags in Customerly.
S
C
C
When a Shopify refund is processed, update the ClickUp task and add a refund tag in Customerly
Processed refunds update ClickUp tasks and tag Customerly users to flag payment issues.
S
C
C
Use Claude to analyze Shopify customer notes, update the ClickUp task, and tag the user in Customerly
Claude reviews Shopify customer notes, updating ClickUp tasks and Customerly tags accordingly.
S
C
C
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Turn every paid Shopify order into a ClickUp task, create a user in Customerly, and log the payout in Stripe
Paid Shopify orders create ClickUp tasks, Customerly users, and log payouts in Stripe.

Supported triggers and actions for ClickUp and Customerly

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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Customerly
Customerly Triggers & Actions
Instant
Lead is created in Customerly
Triggers the automation when a new lead is created
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Instant
User is created in Customerly
Triggers the automation when a new user is created
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Instant
User is tagged in Customerly
Triggers the automation when a user is tagged
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Instant
User is unsubscribed in Customerly
Triggers the automation when a user is unsubscribed
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Instant
Lead converted to user in Customerly
Triggers the automation when a lead is successfully converted into a user
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Create user in Customerly
Generates a new user account
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Add tag to user in Customerly
Assigns a tag to a user based on particular criteria
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Create lead in Customerly
Generates new leads for potential customers
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What can you automate with ClickUp + Customerly?

Streamline your projects and customer relationships with ready-to-run automation recipes.

What you can automate?
🔄
Sync ClickUp tasks and Customerly users effortlessly
Automatically create a user in Customerly whenever a new task is created in ClickUp, keeping your CRM and project management tools perfectly aligned.
📋
Capture every submitted field without data loss
Map all available details from your ClickUp tasks directly into Customerly user profiles instead of just basic names and emails.
🔔
Alert your team instantly on new events
Notify your colleagues in Slack the moment a critical task is created or a customer user record is updated in Customerly.
🔀
Route data conditionally based on field values
Trigger different task priorities in ClickUp or assign specific tags in Customerly depending on criteria like deal size or user tier.
⏱️
Keep destinations updated as projects progress
Update task statuses in ClickUp whenever customer tags change in Customerly, ensuring teams always see the latest state.
🔍
Prevent duplicate records with smart matching
Search existing records before creating new users or tasks, ensuring your databases remain clean and free of duplicates.
🏷️
Handle later status changes and lifecycle events
Automatically update user tags in Customerly when task milestones are reached or projects are marked complete in ClickUp.
🌐
Extend your workflow to additional apps
Connect Google Sheets or Slack to your ClickUp and Customerly flow to build powerful multi-step operational pipelines.
And much more...

Who is ClickUp + Customerly integration for?

Project managers, customer success teams, and e-commerce leaders connect ClickUp and Customerly to eliminate manual handoffs and keep customer and task records perfectly synchronized.

Performance marketers
Performance marketers
Customer support managers
Customer support managers
Agency account managers
Agency account managers
E-commerce store owners
E-commerce store owners
Sales development reps
Sales development reps
Operations directors
Operations directors
📈
Performance marketers
You're running marketing campaigns across multiple channels but your CRM tracking only updates when someone manually exports leads, so the conversion counts you're optimizing against are always hours behind — with this integration, every new task lands in Customerly instantly and your data stays current.
🚨
Customer support managers
You manage support issues in ClickUp while tracking user profiles in Customerly, but delays in syncing leave your agents working with outdated account history — automating both apps means every user update is reflected immediately in your task boards.
📊
Agency account managers
You report project progress to clients while maintaining customer records, but manual data entry between systems causes frustrating discrepancies in status updates — connecting these apps means your task completion milestones sync directly with customer profiles without double-handling.
E-commerce store owners
You handle high volumes of customer onboarding requests that need immediate task creation and CRM logging, but manual workflows cannot keep up with peak sales hours — this integration means every new customer activity automatically spawns tasks and user records.
🤝
Sales development reps
You depend on upstream leads from Customerly to create project tracking items in ClickUp, but handoff bottlenecks cause lost follow-ups and delayed outreach — automating both apps means task generation happens the moment a user is created.
🗂️
Operations directors
You rely on comprehensive audit trails across your project and CRM databases, but manual entry errors leave persistent gaps in your historical records — with this integration, every task and user interaction is recorded reliably.
Our team

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Why choose Integrately to automate ClickUp + Customerly

Build and manage your ClickUp + Customerly 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 + Customerly 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.
How Integrately Works?

How Integrately Works?

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Automation is ready
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Frequently Asked Questions

How do I connect ClickUp to Customerly?
Frequently Asked Questions
You can connect ClickUp to Customerly in one click using pre-built workflows on Integrately, or use Integrately AI to set up custom data synchronization between your tasks and CRM.
Can I automatically create a Customerly user when a ClickUp task is created?
Frequently Asked Questions
Can I connect ClickUp, Customerly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickUp and Customerly?
Frequently Asked Questions
How does ClickUp handle task data during integration?
Frequently Asked Questions
Can I update customer tags in Customerly based on ClickUp task updates?
Frequently Asked Questions
Do I need coding skills to integrate ClickUp and Customerly?
Frequently Asked Questions
Is the ClickUp and Customerly integration free?
Frequently Asked Questions
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You Can Also Connect ClickUp or Customerly With 1500+ Other Apps

ClickUp
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Customerly
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Sync Customerly with marketing automation, helpdesk, and billing systems to boost customer engagement.