Freshworks CRM (Freshsales Suite) + ClickUp Integration

Connect Freshworks CRM (Freshsales Suite) to ClickUp - Automate your workflows in 1-click

Make use of Freshworks CRM (Freshsales Suite) automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of ClickUp automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s Freshworks CRM (Freshsales Suite) + ClickUp integration.
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Freshworks CRM (Freshsales Suite) + ClickUp Integration

Create ClickUp checklist for new Freshworks CRM (Freshsales Suite) deal

If you're using Freshworks CRM (Freshsales Suite) and ClickUp to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Freshworks CRM (Freshsales Suite), a checklist will automatically be created in ClickUp.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Freshworks CRM (Freshsales Suite) and ClickUp accounts and start creating deal!
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Freshworks CRM (Freshsales Suite) + ClickUp Integration

Create ClickUp checklist for new Freshworks CRM (Freshsales Suite) contact

When you create a new contact in Freshworks CRM (Freshsales Suite), 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 Freshworks CRM (Freshsales Suite) and ClickUp!
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Freshworks CRM (Freshsales Suite) + ClickUp Integration

Create ClickUp task for new Freshworks CRM (Freshsales Suite) contact

Freshworks CRM (Freshsales Suite) and ClickUp are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Freshworks CRM (Freshsales Suite), 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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Freshworks CRM (Freshsales Suite) + ClickUp Integration

Create ClickUp task for new Freshworks CRM (Freshsales Suite) task

Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite). ClickUp is a great tool for this.

All you need to do is - integrate ClickUp with Freshworks CRM (Freshsales Suite) to create task in ClickUp automatically when certain task occur in Freshworks CRM (Freshsales Suite). This can save you time by not having to manually create tasks in both systems.
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Freshworks CRM (Freshsales Suite) + ClickUp Integration

Create ClickUp task for new Freshworks CRM (Freshsales Suite) deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in ClickUp to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Freshworks CRM (Freshsales Suite)? Well now there is!

With our integration between Freshworks CRM (Freshsales Suite) and ClickUp, creating task in ClickUp is now easier than ever. Whenever a deal is created in Freshworks CRM (Freshsales Suite), you can automatically create a corresponding task in ClickUp to keep your team up-to-date.
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Freshworks CRM (Freshsales Suite) + ClickUp Integration
1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)

    Triggers the automation whenever a new contact is created

  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)

    Triggers the automation whenever a contact is updated

  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)

    Triggers the automation whenever a deal is updated

  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)

    Triggers the automation whenever a deal is created

  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)

    Triggers the automation whenever a new task is created

  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)

    Triggers the automation whenever a new account is created

  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)

    Triggers the automation whenever an account is updated

  • ClickUp
    Goal is created in ClickUp

    Triggers the automation whenever a new goal is created

    Instant
  • ClickUp
    Goal is updated in ClickUp

    Triggers the automation whenever a goal is updated

    Instant
  • ClickUp
    Goal is deleted in ClickUp

    Triggers the automation whenever a goal is deleted

    Instant
  • ClickUp
    Target is created in ClickUp

    Triggers the automation whenever a new target is created

    Instant
  • ClickUp
    Target is updated in ClickUp

    Triggers the automation whenever a target is updated

    Instant
  • ClickUp
    Target is deleted in ClickUp

    Triggers the automation whenever a target is deleted

    Instant
  • ClickUp
    Task status is updated in ClickUp

    Triggers the automation whenever the status of a task is changed

    Instant
  • ClickUp
    Task is created in ClickUp

    Triggers the automation whenever a new task is created

    Instant
  • ClickUp
    Task comment is posted in ClickUp

    Triggers the automation whenever a task comment is posted

    Instant
  • ClickUp
    Task is moved in ClickUp

    Triggers the automation whenever a task is moved with

    Instant
  • ClickUp
    Task priority is updated in ClickUp

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

    Instant
  • ClickUp
    Task assignee is updated in ClickUp

    Triggers the automation whenever a task assignee is changed

    Instant
  • ClickUp
    Task due date is updated in ClickUp

    Triggers the automation whenever a task due date is updated

    Instant
  • ClickUp
    Task is deleted in ClickUp

    Triggers the automation whenever a task is deleted

    Instant
  • ClickUp
    Subtask is created in ClickUp

    Triggers the automation whenever a subtask is created

    Instant
  • ClickUp
    Task time tracked is Updated in ClickUp

    Triggers the automation whenever task time tracking is updated

    Instant
  • ClickUp
    Task tag is updated in ClickUp

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

    Instant
  • ClickUp
    Task comment is updated in ClickUp

    Triggers the automation whenever a task comment is updated

    Instant
  • ClickUp
    Folder is created in ClickUp

    Triggers the automation whenever a new folder is created

    Instant
  • ClickUp
    Folder is updated in ClickUp

    Triggers the automation whenever a folder is updated

    Instant
  • ClickUp
    Folder is deleted in ClickUp

    Triggers the automation whenever a folder is deleted

    Instant
  • ClickUp
    List is created in ClickUp

    Triggers the automation whenever a new list is created

    Instant
  • ClickUp
    List is updated in ClickUp

    Triggers the automation whenever any list is modified

    Instant
  • ClickUp
    List is deleted in ClickUp

    Triggers the automation whenever any list is deleted

    Instant
  • ClickUp
    Space is created in ClickUp

    Triggers the automation whenever a new space is created

    Instant
  • ClickUp
    Space is updated in ClickUp

    Triggers the automation whenever any space is modified

    Instant
  • ClickUp
    Space is deleted in ClickUp

    Triggers the automation whenever any space is deleted

    Instant
  • ClickUp
    Task is updated in ClickUp
2.
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)

    Automatically finds and retrieves contact information

  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)

    Automatically adds a new contact to the database

  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)

    Automatically finds and retrieves contact information using their email address

  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)

    Automatically updates contact information with new details

  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)

    Automatically find information about a contact using the phone number

  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)

    Automatically retrieves a contact's information based on their ID

  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)

    Automatically adds a note to a contact

  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)

    Automatically creates a task to follow up with a contact

  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)

    Automatically removes a contact from the address book

  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)

    Automatically generates a new deal with

  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)

    Automatically retrieves a deal by its ID

  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)

    Automatically searches for a deal by its name with

  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)

    Automatically creates a new task for a particular deal

  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)

    Automatically adds a note to a deal

  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)

    Automatically updates deal information based on new criteria or changes

  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)

    Automatically adds or update contact information

  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)

    Automatically generates a new account

  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)

    Automatically creates a task to follow up with a account

  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)

    Automatically retrieves account information based on the account ID

  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)

    Automatically searches for an account using the name

  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)

    Automatically adds a note to the account without manual input

  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)

    Automatically marks the task as completed

  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)

    Automatically retrieves a task using its ID

  • ClickUp
    Create threaded comment in ClickUp

    Automatically creates a new threaded comment

  • ClickUp
    Search task by custom field in ClickUp

    Automatically searches for tasks using a custom field

  • ClickUp
    Create task in ClickUp

    Automatically creates a new task

  • ClickUp
    Update task with custom field in ClickUp

    Automatically updates a task in the project management system with a custom field value

  • ClickUp
    Create subtask in ClickUp

    Automatically creates a subtask

  • ClickUp
    Update task in ClickUp

    Automatically updates the task with new information or changes

  • ClickUp
    Search task in ClickUp

    Automatically searches for a task

  • ClickUp
    Post task comment in ClickUp

    Automatically posts a comment on a task

  • ClickUp
    Post list comment in ClickUp

    Automatically posts a comment on a list

  • ClickUp
    Post view comment in ClickUp

    Automatically posts a comment on a view

  • ClickUp
    Create list in ClickUp

    Automatically generates a new list

  • ClickUp
    Update list in ClickUp

    Automatically updates a designated list with new information or changes

  • ClickUp
    Get list details by id in ClickUp

    Automatically retrieves detailed information about a list based on its ID

  • ClickUp
    Search list in ClickUp

    Automatically scan and retrieve results for a particular list

  • ClickUp
    Delete list in ClickUp

    Automatically deletes a list

  • ClickUp
    Create folder in ClickUp

    Automatically creates a new folder

  • ClickUp
    Search folder in ClickUp

    Automatically searches for a folder

  • ClickUp
    Update folder in ClickUp

    Automatically updates the contents of a particular folder

  • ClickUp
    Get folder details by id in ClickUp

    Automatically retrieves information about a folder using its ID

  • ClickUp
    Create space in ClickUp

    Automatically creates a new space

  • ClickUp
    Get space details by id in ClickUp

    Automatically retrieves detailed information of a space using its ID

  • ClickUp
    Search space in ClickUp

    Automatically searches for a space

  • ClickUp
    Invite guest to workspace in ClickUp

    Automatically sends an invitation to a guest to join the workspace

  • ClickUp
    Update space in ClickUp

    Automatically updates the space with new content and changes

  • ClickUp
    Get view details by ID in ClickUp

    Automatically retrieves details of a view using its ID

  • ClickUp
    Create task from template in ClickUp

    Automatically generates a task based on a pre-defined template

  • ClickUp
    Add tag to a task in ClickUp

    Automatically adds a tag to a task

  • ClickUp
    Upload task attachment in ClickUp

    Automatically uploads task attachments to designated folders

  • ClickUp
    Add dependency to task in ClickUp

    Automatically link tasks together to establish dependencies

  • ClickUp
    Create space tag in ClickUp

    Automatically generates a new space tag

  • ClickUp
    Update target in ClickUp

    Automatically updates the particular target with new data or information

  • ClickUp
    Get task details by ID in ClickUp

    Automatically retrieves the details of a task based on its unique ID

  • ClickUp
    Update time tracked in ClickUp

    Automatically log and update time spent on tasks in the time tracking tool

  • ClickUp
    Create target in ClickUp

    Automatically generates a new target

  • ClickUp
    Remove tag from task in ClickUp

    Automatically removes a tag from a task

  • ClickUp
    Create goal in ClickUp

    Automatically generates a new goal

  • ClickUp
    Update goal in ClickUp

    Automatically updates the goal based on new information

  • ClickUp
    Create folderless list in ClickUp

    Automatically generates a list of items without organizing them into folders

  • ClickUp
    Delete dependency from task in ClickUp

    Automatically deletes dependency link between two tasks

  • ClickUp
    Delete target in ClickUp

    Automatically deletes a target

  • ClickUp
    Delete goal in ClickUp

    Automatically deletes a goal

  • ClickUp
    Delete checklist item in ClickUp

    Automatically deletes an item from a checklist

  • ClickUp
    Update space tag in ClickUp

    Automatically updates the tag associated with a space

  • ClickUp
    Get goal details by ID in ClickUp

    Automatically retrieves goal details by using their unique ID identifier

  • ClickUp
    Search goal in ClickUp

    Automatically searches for a goal

  • ClickUp
    Search team view in ClickUp

    Automatically searches for a team view

  • ClickUp
    Search task template in ClickUp

    Automatically searches for a task template

  • ClickUp
    Create time entry in ClickUp

    Automatically creates a new time entry

  • ClickUp
    Create checklist in ClickUp

    Automatically generates a checklist for tasks

  • ClickUp
    Update checklist in ClickUp

    Automatically updates checklist items with new tasks or completions

  • ClickUp
    Delete checklist in ClickUp

    Automatically deletes a checklist

  • ClickUp
    Update comment in ClickUp

    Automatically updates comments with new information

  • ClickUp
    Update checklist item in ClickUp

    Automatically updates a item on the checklist

  • ClickUp
    Search custom fields in ClickUp

    Automatically searches for custom fields

  • ClickUp
    Create checklist item in ClickUp

    Automatically generates a checklist item

  • ClickUp
    Search task using filters in ClickUp

    Automatically searches for a task using filters

  • ClickUp
    Search task in view in ClickUp

    Automatically searches for a task in a view

  • ClickUp
    Search sub-task in task in ClickUp

    Automatically searches for a sub-task in a task

  • ClickUp
    Add task link in ClickUp

    Automatically creates a hyperlink to add a new task

  • ClickUp
    Search folderless list in ClickUp

    Automatically searches for a folderless list

  • ClickUp
    Search list members in ClickUp

    Automatically searches for list members

  • ClickUp
    Search task members in ClickUp

    Automatically searches for task members

  • ClickUp
    Search tracked time in ClickUp

    Automatically searches for tracked time

  • ClickUp
    Search task comment in ClickUp

    Automatically searches for a task comment

  • ClickUp
    Search workspace in ClickUp

    Automatically searches for a workspace

  • ClickUp
    Search list comment in ClickUp

    Automatically searches for a list comment

  • ClickUp
    Add task to list in ClickUp

    Automatically adds a task to a designated list

  • ClickUp
    Search space view in ClickUp

    Automatically searches for a sub-task in a task

  • ClickUp
    Search list view in ClickUp

    Automatically searches for a list view

  • ClickUp
    Search folder view in ClickUp

    Automatically searches for a folder view

  • ClickUp
    Delete task in ClickUp

    Automatically deletes a task

  • ClickUp
    Delete space tag in ClickUp

    Automatically deletes a space tag

  • ClickUp
    Delete time tracked in ClickUp

    Automatically removes recorded time entries from the database

  • ClickUp
    Delete folder in ClickUp

    Automatically deletes a folder

  • ClickUp
    Delete comment from task in ClickUp

    Automatically deletes a comment associated with a task

  • ClickUp
    Delete space in ClickUp

    Automatically deletes a space

  • ClickUp
    Search space tag in ClickUp

    Automatically searches for a space tag

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