ClickUp + Fluent CRM Integration

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Goal is created in ClickUp Instant
Goal is updated in ClickUp Instant
Goal is deleted in ClickUp Instant
Target is created in ClickUp Instant
Target is updated in ClickUp Instant
Target is deleted in ClickUp Instant
Task is created in ClickUp
New message is posted on channel in ClickUp
Task status is updated in ClickUp Instant
Task comment is posted in ClickUp Instant
Task is moved in ClickUp Instant
Task priority is updated in ClickUp Instant
Task assignee is updated in ClickUp Instant
Task due date is updated in ClickUp Instant
Task is deleted in ClickUp Instant
Subtask is created in ClickUp Instant
Task time tracked is Updated in ClickUp Instant
Task tag is updated in ClickUp Instant
Task comment is updated in ClickUp Instant
Folder is created in ClickUp Instant
Folder is updated in ClickUp Instant
Folder is deleted in ClickUp Instant
List is created in ClickUp Instant
List is updated in ClickUp Instant
List is deleted in ClickUp Instant
Space is created in ClickUp Instant
Space is updated in ClickUp Instant
Space is deleted in ClickUp Instant
Task is updated in ClickUp
Contact is created in Fluent CRM
Contact is updated in Fluent CRM

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Ready Workflows for ClickUp + Fluent CRM Integration

Just click on the workflow you want to automate

Create ClickUp task for new Fluent CRM contact

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

When you create a contact in Fluent 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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Create ClickUp checklist for new Fluent CRM contact

When you create a new contact in Fluent CRM, 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 Fluent CRM and ClickUp!

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Create ClickUp task for updated Fluent CRM contact

Fluent CRM + ClickUp Integration

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When Contact is updated in Fluent CRM > Create subtask in ClickUp

When Contact is updated in Fluent CRM then Create subtask in ClickUp

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When Contact is updated in Fluent CRM > Update task in ClickUp

When Contact is updated in Fluent CRM then Update task in ClickUp

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When Contact is updated in Fluent CRM > Update task with custom field in ClickUp

When Contact is updated in Fluent CRM then Update task with custom field in ClickUp

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When Contact is updated in Fluent CRM > Post list comment in ClickUp

When Contact is updated in Fluent CRM then Post list comment in ClickUp

Activate

When Contact is updated in Fluent CRM > Post view comment in ClickUp

When Contact is updated in Fluent CRM then Post view comment in ClickUp

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When Contact is created in Fluent CRM > Check any condition > Create task in ClickUp

Fluent CRM + ClickUp Integration

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When Contact is created in Fluent CRM > Check any condition > Create subtask in ClickUp

Fluent CRM + ClickUp Integration

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Who Is This Integration For?

Digital Marketers

Project Managers

Sales Teams

Event Coordinators

Customer Success Managers

Digital Marketers

Digital marketers often struggle with keeping track of tasks related to different email campaigns. They need to ensure that follow-up tasks are created when a new subscriber joins a list in FluentCRM.

Project Managers

Project managers frequently need to coordinate team tasks when new contacts are added to their customer relationship system. Adding tasks manually can be time-consuming and lead to errors.

Sales Teams

Sales teams need to maintain a seamless process for connecting their CRM data with their project management tasks. They find it challenging to align their sales pipeline tasks with new leads.

Event Coordinators

Event coordinators manage multiple contacts and need to ensure all related event planning tasks are updated when new RSVP entries are received in FluentCRM.

Customer Success Managers

Customer success managers want to ensure that they have a way to automatically create action items for newly onboarded clients, ensuring nothing falls through the cracks.

Try This Integration – No Code Needed

What Can You Automate With ClickUp + Fluent CRM

Create ClickUp tasks for new FluentCRM subscribers

Automatically create a task in ClickUp every time a new subscriber joins a list in FluentCRM. This helps you follow up on your leads promptly and ensure no opportunities are missed.

Generate ClickUp tasks for new FluentCRM email campaigns

When you launch a new email campaign in FluentCRM, a corresponding set of tasks can be created in ClickUp. You'll keep your team organized and on top of campaign deliverables.

Sync FluentCRM tags with ClickUp subtasks

Each time you tag a contact in FluentCRM, create subtasks in ClickUp related to that tag. This keeps your project tasks aligned with your CRM updates efficiently.

Trigger follow-up tasks in ClickUp for new FluentCRM deals

Whenever a new deal is created in FluentCRM, automatically generate related follow-up tasks in ClickUp. You ensure continued action on potential sales opportunities.

Log FluentCRM contact engagements as ClickUp comments

Automatically convert FluentCRM contact interactions, like email opens, into comments on tasks in ClickUp. This keeps your team informed of client interactions for better coordination.

And much more...

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Top 10 Most Popular ClickUp Automations from
Integrately Community

Just click on the workflow you want to automate

Create ClickUp task for new Elementor Forms form submission

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Create ClickUp task for new Notion database item

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Create ClickUp task for new Todoist task

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Create ClickUp task for new Google Sheets row

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Create ClickUp task for new Microsoft To-Do task

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Create ClickUp task for new Elementor Forms form submission

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Create ClickUp task for new Notion database item

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Create ClickUp task for new Todoist task

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Create ClickUp task for new Google Sheets row

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Create ClickUp task for new Microsoft To-Do task

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Create ClickUp task for new Trello card

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Create ClickUp task for new Insightly task

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Create ClickUp task for new CompanyHub contact

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Create ClickUp checklist for new CompanyHub deal

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Create ClickUp task for new Clockify task

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Create ClickUp task for new Trello card

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Create ClickUp task for new Insightly task

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Create ClickUp task for new CompanyHub contact

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Create ClickUp checklist for new CompanyHub deal

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Create ClickUp task for new Clockify task

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Top 10 Most Popular Fluent CRM Automations from
Integrately Community

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Price Comparison with Popular Alternatives

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750 Tasks

in $19.⁹⁹

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in $19.⁹⁹

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How to integrate Clickup easily: 19 tested integrations that boost productivity

Streamline business operations and enhance productivity with ClickUp integrations. Improve your workflows effectively.

What is ClickUp and Why Should You Use it in 2025?

Wondering what is ClickUp? This comprehensive guide covers its features, benefits, and pricing, helping you decide if it's the right project management tool for you.

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