ClickUp + Klenty Integration

Integrate ClickUp to Klenty in one click, or tell Integrately AI how you want each task handled. Create prospects, start cadences, update task statuses, and track your sales pipeline automatically.

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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
  • Klenty
    Link is clicked in Klenty Instant
  • Klenty
    Email is opened in Klenty Instant
  • Klenty
    Email is bounced in Klenty Instant
  • Klenty
    Reply is received in cadence in Klenty Instant
  • Klenty
    Prospect is sent to webhook in Klenty Instant
  • Klenty
    Cadence is completed in Klenty Instant
  • Klenty
    First reply is received in cadence in Klenty Instant
  • Klenty
    Cadence is started in Klenty Instant
  • Klenty
    Prospect has unsubscribed in Klenty 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
  • Klenty
    Create prospect in Klenty
  • Klenty
    Update prospect in Klenty
  • Klenty
    Search prospect in Klenty
  • Klenty
    Change prospect status to 'do-not-contact' in Klenty
  • Klenty
    Unsubscribe prospect in Klenty
  • Klenty
    Start cadence in Klenty
  • Klenty
    Stop cadence in Klenty
  • Klenty
    Resume cadence in Klenty
  • Klenty
    Revert prospect status from 'do-not-contact' in Klenty
  • Klenty
    Stop mails to prospect in Klenty

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Ready WorkflowsReady Workflows   for ClickUp + Klenty Integration

Create prospects from tasks, start sales cadences, update records, and monitor follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your ClickUp + Klenty flow

Keep your CRM updated, notify sales teams, and trigger customized outreach workflows instantly. Pick a combination and activate it in one click.

ClickUp
Klenty
+
SalesforceSalesforce (3)
+
HubspotHubspot (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
C
K
S
Create a Salesforce contact and a Klenty prospect when a new ClickUp task is created
New ClickUp tasks immediately create contacts in Salesforce and prospects in Klenty, eliminating manual data entry across platforms.
K
C
S
When a Klenty email is opened, update the task in ClickUp and log a note in Salesforce
Engaged prospects trigger updates in ClickUp tasks and record activity notes in Salesforce automatically.
K
C
S
When a Klenty cadence is completed, update the ClickUp task status and update the Salesforce record
Completed cadences automatically update task statuses in ClickUp and refresh record stages in Salesforce.

Supported triggers and actions for ClickUp and Klenty

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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Klenty
Klenty Triggers & Actions
Instant
Link is clicked in Klenty
Triggers the automation when a link in the email is clicked
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Instant
Email is opened in Klenty
Triggers the automation when an email is opened
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Instant
Email is bounced in Klenty
Triggers the automation when an email bounces back
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Instant
Reply is received in cadence in Klenty
Triggers the automation when a reply is received within a cadence
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Instant
Prospect is sent to webhook in Klenty
Triggers the automation when a prospect is sent to a webhook
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Instant
Cadence is completed in Klenty
Triggers the automation when a cadence is completed
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Instant
First reply is received in cadence in Klenty
Triggers the automation when the first reply is recieved
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Instant
Cadence is started in Klenty
Triggers the automation when a new cadence is started
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Instant
Prospect has unsubscribed in Klenty
Triggers the automation when a prospect unsubscribes
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Create prospect in Klenty
Generates a new porspect
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Update prospect in Klenty
Updates prospect details with new information
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Search prospect in Klenty
Searches for a particular prospect
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Change prospect status to 'do-not-contact' in Klenty
Updates prospect status to 'do-not-contact', preventing further outreach
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Unsubscribe prospect in Klenty
Removes prospect from mailing list
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Start cadence in Klenty
Initiates a pre-defined sequence of actions or tasks
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Stop cadence in Klenty
Stops the cadence
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Resume cadence in Klenty
Resumes a cadence
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Revert prospect status from 'do-not-contact' in Klenty
Reverts a prospect's status from 'do not contact'
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Stop mails to prospect in Klenty
Stops sending mails to a prospect
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What can you automate with ClickUp + Klenty?

Streamline your sales engagement and project management workflows with automated triggers and instant data synchronization.

What you can automate?
🚀
Create prospects automatically from new tasks
Send task details straight from ClickUp to Klenty the moment a new task is created. Eliminate manual data entry and start your sales outreach immediately.
📋
Capture every custom field and task detail
Map all available ClickUp task properties into Klenty prospect fields instead of just names and emails. Your engagement tool receives complete context for every outreach.
🔔
Notify sales teams instantly on engagement
Trigger instant team notifications whenever prospect emails are opened or replies arrive. Keep your sales reps informed and ready to close deals.
🔀
Route prospects based on submitted task priorities
Assign different outreach cadences in Klenty depending on the priority level set in your ClickUp tasks. Tailor your sales approach based on account urgency.
🔄
Keep task statuses synchronized with campaign stages
Update ClickUp tasks automatically whenever a Klenty cadence progresses or completes. Ensure project boards always reflect accurate sales statuses.
🔍
Prevent duplicate records with intelligent search
Search existing prospects in Klenty before creating new ones from ClickUp tasks. Maintain a clean database without cluttering your sales tools with duplicate entries.
Handle unsubscriptions and bounces instantly
Update task assignees and stop active outreach the moment a prospect unsubscribes or bounces in Klenty. Protect your sender reputation without manual list audits.
🌐
Extend your workflow to Slack and CRM tools
Connect your core ClickUp and Klenty flow with Slack to alert team members or sync records into Salesforce and HubSpot in multi-step pipelines.
And much more...

Who is ClickUp + Klenty integration for?

Connect task management with sales outreach to eliminate manual sync errors and accelerate prospect engagement across your teams.

Data analysts
Data analysts
Sales representatives
Sales representatives
Account managers
Account managers
Sales operations managers
Sales operations managers
Sales development reps
Sales development reps
RevOps professionals
RevOps professionals
📈
Data analysts
You're reviewing outreach numbers in project boards but your tracking tasks only update when someone manually exports records, so the metrics you're reporting against are always a few hours behind — connecting these apps means every prospect update lands in your workspace instantly and your metrics stay current.
Sales representatives
You need to act fast on new leads, but task assignments sit untouched in project queues until someone manually emails the team, so interested prospects go cold while waiting for a reply — automating both apps means every new task triggers outreach instantly and your response times drop.
🤝
Account managers
You answer to clients who want to see campaign progress, but status updates have to be copied between your project board and sales tool by hand, so your progress reports often contain outdated milestones — this integration means every cadence milestone updates your task list automatically and client reports stay accurate.
📊
Sales operations managers
The volume of new leads is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned prospects piling up in queues, so campaign conversion rates suffer from administrative bottlenecks — integrating these apps means high-volume lead routing runs seamlessly without manual supervision.
🎯
Sales development reps
You own the next step in outreach and depend on someone upstream to hand over account details, but information gets lost between task comments and email drafts, so you waste valuable selling time asking for clarification — automating both apps means complete prospect data arrives in your outreach tool the moment tasks are created.
📋
RevOps professionals
You need a reliable history of prospect engagement and keep finding gaps where tasks were completed without updating sales cadences, so pipeline reporting never matches reality — this integration means every task change and outreach event stays perfectly synchronized across your entire technology stack.
Our team

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Why choose Integrately to automate ClickUp + Klenty

Build and manage your ClickUp + Klenty 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 + Klenty with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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 Klenty?
Frequently Asked Questions
You can connect ClickUp to Klenty in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for you. It also connects smoothly with Salesforce, Hubspot, and Gmail.
Can I automatically create Klenty prospects when a new ClickUp task is created?
Frequently Asked Questions
Can I connect ClickUp, Klenty, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickUp and Klenty?
Frequently Asked Questions
How does ClickUp handle task updates in this integration?
Frequently Asked Questions
Can Klenty trigger actions when an email is opened?
Frequently Asked Questions
Do I need coding skills to connect ClickUp and Klenty?
Frequently Asked Questions
Is the ClickUp and Klenty integration free?
Frequently Asked Questions
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Klenty
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Sync Klenty with email, CRM, and communication tools to streamline lead generation and sales follow-up sequences.
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