Kylas CRM + ClickUp Integration

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

When you create a contact in Kylas 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.

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 Kylas CRM? Well now there is!

With our integration between Kylas CRM and ClickUp, creating task in ClickUp is now easier than ever. Whenever a deal is created in Kylas CRM, you can automatically create a corresponding task in ClickUp to keep your team up-to-date.

If you're using Kylas CRM 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 Kylas CRM, 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 Kylas CRM and ClickUp accounts and start creating deal!

When you create a new contact in Kylas 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 Kylas CRM and ClickUp!

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

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

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

When Lead is updated in Kylas CRM then Create task in ClickUp

When Lead is updated in Kylas CRM then Update task in ClickUp