ClickUp + Overloop Integration

Integrate ClickUp to Overloop in one click, or tell Integrately AI how you want each task handled. Create contacts, update deals, sync project details, and trigger follow-ups 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
  • Overloop
    Contact is created in Overloop
  • Overloop
    Contact is replied in Overloop
  • Overloop
    Exclusion List Item is created in Overloop
  • Overloop
    Campaign is created in Overloop
  • Overloop
    Workflow is created in Overloop
  • Overloop
    Pipeline is created in Overloop
  • Overloop
    Stage is created in Overloop
  • Overloop
    Organization is created in Overloop
  • Overloop
    Deal lost in Overloop
  • Overloop
    Deal won in Overloop
  • Overloop
    Deal is created in Overloop
  • Overloop
    User is created in Overloop
  • Overloop
    List is created in Overloop
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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
  • Overloop
    Create new contact in Overloop
  • Overloop
    Search contact in Overloop
  • Overloop
    Enroll contact in workflow in Overloop
  • Overloop
    Enroll deal in workflow in Overloop
  • Overloop
    Add contact to exclusion list in Overloop
  • Overloop
    Update contact in Overloop
  • Overloop
    Remove contact from exclusion list in Overloop
  • Overloop
    Search organization in Overloop
  • Overloop
    Create new organization in Overloop
  • Overloop
    Update organization in Overloop
  • Overloop
    Create new deal in Overloop
  • Overloop
    Search deal in Overloop
  • Overloop
    Mark deal as lost in Overloop
  • Overloop
    Mark deal as won in Overloop
  • Overloop
    Update deal in Overloop
  • Overloop
    Enroll organization in workflow in Overloop
  • Overloop
    Search email in Overloop

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Ready Workflows Ready Workflows for ClickUp + Overloop Integration

Capture contacts, create tasks, keep deals updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Overloop + ClickUp Integration

Create ClickUp task for new Overloop 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 Overloop? Well now there is!

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

Create ClickUp checklist for new Overloop deal

If you're using Overloop 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 Overloop, 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 Overloop and ClickUp accounts and start creating deal!
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Overloop + ClickUp Integration

Create ClickUp checklist for new Overloop contact

When you create a new contact in Overloop, 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 Overloop and ClickUp!
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Overloop + ClickUp Integration

Create ClickUp task for new Overloop contact

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

When you create a contact in Overloop, 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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  • 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 + Overloop flow

Sync project tasks with outbound campaigns, notify your sales team instantly, and keep client data aligned across your tools. Pick a combination and activate it in one click.

ClickUp
Overloop
+
HubspotHubspot (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
+
Google WorkspaceGoogle Workspace (4)
+
TypeformTypeform (4)
+
StripeStripe (4)
O
C
H
Create a ClickUp task for every new Overloop contact, and update the matching record in Hubspot
New Overloop contacts immediately generate a ClickUp task and update Hubspot, keeping sales and project teams in sync without manual entry.
C
O
H
When a ClickUp task is created, create a new contact in Overloop and update Hubspot
Project managers creating tasks in ClickUp automatically trigger new Overloop contacts and Hubspot updates.
C
O
H
When a ClickUp task status is updated, update the contact in Overloop and refresh Hubspot
Task status changes in ClickUp automatically propagate updates to Overloop contacts and Hubspot records.
O
C
H
Use Claude to evaluate new Overloop contacts, create a ClickUp task, and update Hubspot
Claude evaluates new Overloop contacts before creating a ClickUp task and updating Hubspot.

Supported triggers and actions for ClickUp and Overloop

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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Overloop
Overloop Triggers & Actions
Contact is created in Overloop
Triggers the automation when a new contact is created
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Contact is replied in Overloop
Triggers the automation when a contact responds to a previously sent message
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Exclusion List Item is created in Overloop
Triggers the automation when an item is added to the exclusion list
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Campaign is created in Overloop
Triggers the automation when a new campaign is created
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Workflow is created in Overloop
Triggers the automation when a workflow is created
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Pipeline is created in Overloop
Triggers the automation when a new pipeline is created
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Stage is created in Overloop
Triggers the automation when a new stage is created
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Organization is created in Overloop
Triggers the automation when a new organization is created
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Deal lost in Overloop
Triggers the automation when a deal is lost
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Deal won in Overloop
Triggers the automation when a deal is won
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Deal is created in Overloop
Triggers the automation when a deal is created
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User is created in Overloop
Triggers the automation when a new user is created
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List is created in Overloop
Triggers the automation when a new list is created
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Create new contact in Overloop
Adds a new contact to the address book
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Search contact in Overloop
Finds and retrieves contact information
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Enroll contact in workflow in Overloop
Enrolls a contact in a workflow
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Enroll deal in workflow in Overloop
Enrolls a deal in a workflow
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Add contact to exclusion list in Overloop
Exclude contacts from receiving future communications
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Update contact in Overloop
Updates contact information with new details
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Remove contact from exclusion list in Overloop
Removes a contact from the exclusion list
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Search organization in Overloop
Finds and retrieves information about a organization
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Create new organization in Overloop
Creates a new organization
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Update organization in Overloop
Updates organization information
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Create new deal in Overloop
Generates a new deal for potential clients
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Search deal in Overloop
Retrieves and find a deal
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Mark deal as lost in Overloop
Updates deal status to lost
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Mark deal as won in Overloop
Updates deal status to won
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Update deal in Overloop
Updates deal information based on new criteria or changes
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Enroll organization in workflow in Overloop
Enrolls an organization in a workflow
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Search email in Overloop
Scan email inbox for keywords or sender
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What can you automate with ClickUp + Overloop?

Streamline your workflows by connecting project management tasks directly with outbound sales pipelines.

What you can automate?
🔄
Create tasks from outbound contacts
Generate a ClickUp task automatically whenever a new contact is created in Overloop, ensuring project teams begin onboarding without delay.
📝
Capture every submitted custom field
Map custom task attributes and contact details across both platforms instead of just basic names, keeping your project boards fully detailed.
🔔
Alert your team instantly
Notify your team members the moment a contact is created or updated, ensuring rapid response times for high-value prospects.
🔀
Route records based on submitted fields
Send enterprise prospects to priority task lists while routing standard submissions to regular queues automatically.
🔄
Keep task and contact status synchronized
Update corresponding Overloop records whenever ClickUp task statuses change, maintaining complete data consistency.
🛡️
Prevent duplicate records
Search existing tasks and contacts before creating new entries, keeping your workspaces clean and well-organized.
📅
Handle later lifecycle milestones
Trigger automated workflows when deals are won or lost in Overloop, updating project task boards accordingly.
🔌
Extend flows to communication apps
Connect your core ClickUp and Overloop setup with Slack to broadcast updates directly to your team channels.
And much more...

Who is ClickUp + Overloop integration for?

Connecting ClickUp and Overloop eliminates manual handoffs between outbound sales teams and project managers, ensuring tasks and contacts remain perfectly aligned.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support teams
Customer support teams
Project managers
Project managers
Operations leads
Operations leads
📈
Performance marketers
You're managing campaign data in ClickUp but your sales pipeline reporting in Overloop only updates when someone manually exports contacts, so the conversion counts you're reviewing are always hours behind — with this integration, every new contact lands in both tools instantly and your data stays current.
Sales representatives
You need to act on outbound replies immediately, but you find out about new prospect tasks long after prospects have gone cold — connecting these apps means every Overloop contact creates a ClickUp task instantly so you can follow up without delay.
🤝
Account managers
You answer to clients who want immediate project progress, but your onboarding tasks and CRM records are disconnected and hard to verify — automating both apps means every task status update reflects in your client records and visibility remains crystal clear.
📋
Customer support teams
The volume of new client onboarding tickets is too high for anyone to keep up by hand across ClickUp and Overloop, leading to missed details — this integration means every contact and task synchronises automatically without manual data entry.
🛠️
Project managers
You own the delivery phase and depend on sales to hand over client details correctly, but manual transcription errors cause constant friction — automating both apps means every Overloop contact feeds straight into your ClickUp task list with zero errors.
📊
Operations leads
You need a reliable audit trail of every project milestone and sales touchpoint, but you keep finding gaps between your CRM and task boards — connecting these apps means every record matches perfectly across your entire workspace.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate ClickUp + Overloop

Build and manage your ClickUp + Overloop 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 + Overloop 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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Frequently Asked Questions

How do I connect ClickUp to Overloop?
Frequently Asked Questions
You can connect ClickUp to Overloop in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Hubspot, Slack, and 1,500+ apps.
Can I automatically create ClickUp tasks from new Overloop contacts?
Frequently Asked Questions
Can I connect ClickUp, Overloop, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickUp and Overloop?
Frequently Asked Questions
How does ClickUp handle task updates in this integration?
Frequently Asked Questions
Can Overloop trigger updates in ClickUp when a contact is created?
Frequently Asked Questions
Do I need coding skills to automate ClickUp and Overloop?
Frequently Asked Questions
Is the ClickUp and Overloop integration free?
Frequently Asked Questions
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