ClickUp + Salesmate Integration

Integrate ClickUp to Salesmate in one click, or tell Integrately AI how you want each task handled. Capture task details, create deals, log activities, and update your pipeline automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
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2.

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Ready Workflows Ready Workflows for ClickUp + Salesmate Integration

Create deals from tasks, log activities, update sales pipelines, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Salesmate + ClickUp Integration

Create ClickUp task for new Salesmate contact

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

When you create a contact in Salesmate, 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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Salesmate + ClickUp Integration

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

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

Create ClickUp checklist for new Salesmate deal

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

Create ClickUp checklist for new Salesmate contact

When you create a new contact in Salesmate, 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 Salesmate and ClickUp!
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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 + Salesmate flow

Connect communication, email, scheduling, and payment tools to extend your ClickUp and Salesmate workflows. Pick a combination and activate it in one click.

ClickUp
Salesmate
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SlackSlack (8)
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GmailGmail (8)
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CalendlyCalendly (8)
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ZoomZoom (8)
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StripeStripe (8)
+
MailchimpMailchimp (8)
C
S
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Create a Salesmate deal from every new ClickUp task, and alert your team instantly in Slack
New ClickUp tasks create a Salesmate deal automatically, and your team hears about it in Slack, eliminating manual updates.
S
C
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When a Salesmate contact is created, post a follow-up task in ClickUp and notify your sales channel in Slack
New contacts in Salesmate immediately open a follow-up task in ClickUp and alert your team on Slack.
S
C
S
When a Salesmate deal moves to a new stage, update the matching ClickUp task and post the move in Slack
Deal stage changes in Salesmate automatically update your ClickUp tasks and announce the progress in Slack.
C
S
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Create a Salesmate activity for every completed ClickUp task, and confirm it in Slack
Completed tasks in ClickUp log a new activity in Salesmate and notify your team in Slack.
S
C
S
If a Salesmate deal value exceeds high tier, create a priority task in ClickUp and alert your management channel in Slack
High-value deals in Salesmate automatically trigger priority ClickUp tasks and urgent Slack alerts.
S
C
S
When a Salesmate deal is marked closed won, update the ClickUp project status and post it to your revenue channel in Slack
Won deals in Salesmate update your ClickUp project status and celebrate the win in Slack.
C
S
S
Use Claude to summarise every new ClickUp task description, save the summary in Salesmate, and post the brief in Slack
Claude summarises complex ClickUp tasks, saves the brief in Salesmate, and shares it in Slack.
S
C
G
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Turn every won Salesmate deal into a ClickUp project task, create a tracking row in Google Sheets, and announce it in Slack
Won deals create ClickUp tasks, log tracking data in Google Sheets, and announce the sale in Slack.

Supported triggers and actions for ClickUp and Salesmate

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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Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
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Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
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Deal is created in Salesmate
Triggers the automation when a deal is created
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Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
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Company is created in Salesmate
Triggers the automation when a new company is created
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Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
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Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
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Activity is created in Salesmate
Triggers the automation when a new activity is created
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Create contact in Salesmate
Adds a new contact to the database
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Search contact in Salesmate
Finds and retrieves contact information
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Update contact in Salesmate
Updates contact information with new details
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Get contact by id in Salesmate
Retrieves a contact's information based on their id
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Create deal in Salesmate
Generates a new deal with
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Update deal in Salesmate
Updates deal information based on new criteria or changes
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Search deal in Salesmate
Retrieves and find a deal
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Create activity in Salesmate
Generates a new activity or task
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Update activity in Salesmate
Updates the activity with the latest information
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Search activity in Salesmate
Retrieves search results based on particular criteria
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Create company in Salesmate
Generates a new company profile with given details
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Update company in Salesmate
Updates company information
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Search company in Salesmate
Finds information about a company
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Create note in Salesmate
Creates a new note in the particular format
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What can you automate with ClickUp + Salesmate?

Streamline your sales and project tracking by connecting every task event to your CRM pipeline.

What you can automate?
🔄
Create Salesmate deals from new ClickUp tasks
Automatically generate a new deal in Salesmate whenever a task is created in ClickUp. Ensure every project milestone immediately reflects in your sales pipeline without manual data entry.
📋
Capture every submitted custom task field
Map detailed ClickUp task fields and custom attributes directly into Salesmate deal properties. Maintain rich context across platforms for better customer segmentation and review.
🔔
Alert your team instantly on status changes
Trigger instant notifications whenever task statuses update or deals progress. Keep sales and project teams fully aligned on account milestones and next steps.
🔀
Route deals based on submitted task tier
Configure conditional branching to create priority deals or standard opportunities in Salesmate depending on the priority level set in your ClickUp tasks.
🔄
Keep pipeline stages synchronised continuously
Update ClickUp task statuses automatically when Salesmate deal stages change. Prevent discrepancies between sales forecasting and project delivery boards.
🔍
Prevent duplicates with smart search and update
Search existing contacts and deals before creating new entries. Update active records instead of generating duplicate entries across ClickUp and Salesmate.
💳
Manage later status changes like won or lost
Handle deal closures smoothly by triggering onboarding tasks when deals are won or updating project records when opportunities are lost.
💬
Extend flows with instant Slack alerts
Connect your core ClickUp and Salesmate workflow to Slack for immediate team announcements whenever key deals close or critical tasks are created.
And much more...

Who is ClickUp + Salesmate integration for?

Sales and project management teams struggling to keep track of tasks and deals manual-free can align their workflows and drive predictable results.

Sales Operations Managers
Sales Operations Managers
Account Executives
Account Executives
Client Success Leads
Client Success Leads
Project Coordinators
Project Coordinators
Sales Development Reps
Sales Development Reps
Revenue Operations Teams
Revenue Operations Teams
📈
Sales Operations Managers
You're reporting on deal velocity across teams but your project boards only update when someone manually checks off tasks, so the pipeline metrics you're presenting are always a few hours behind — with this integration, every task update lands in your CRM instantly and your data stays current.
Account Executives
You need to act fast when prospects complete onboarding steps, but you find out too late because project tasks live in a separate tool from your deals — this integration means every completed task instantly updates your Salesmate records so you never miss a follow-up window.
🤝
Client Success Leads
You answer to key accounts who want to see real-time progress on their deliverables, but manual status copying leaves gaps in client reports — automating both apps means every task status change reflects immediately in your CRM and clients get accurate updates.
🔄
Project Coordinators
The volume of incoming client requests is too high for anyone to keep up by hand, leading to missed tasks and delayed deal stages — connecting these apps means every new submission creates structured tasks and deals automatically without manual data entry.
👥
Sales Development Reps
You own the outreach stage and depend on project managers to hand over qualified briefs, but communication delays stall your momentum — this integration means every qualified task triggers immediate contact creation in Salesmate so you can start outreach right away.
📋
Revenue Operations Teams
You need a reliable history of every account interaction, but keep finding gaps between task management and sales logs — automating both apps means every touchpoint is recorded accurately across ClickUp and Salesmate for complete auditing.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate ClickUp + Salesmate

Build and manage your ClickUp + Salesmate 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 + Salesmate 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?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect ClickUp to Salesmate?
Frequently Asked Questions
You can connect ClickUp to Salesmate in 1-click using Integrately. Choose from millions of ready automation templates or ask Integrately AI to build the integration for your team.
Can I automatically create a Salesmate deal when a ClickUp task is created?
Frequently Asked Questions
Can I connect ClickUp, Salesmate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickUp and Salesmate?
Frequently Asked Questions
How do ClickUp task updates sync with Salesmate deals?
Frequently Asked Questions
Can Salesmate deal stages update ClickUp task statuses?
Frequently Asked Questions
Do I need coding skills to integrate ClickUp and Salesmate?
Frequently Asked Questions
Is the ClickUp and Salesmate integration free?
Frequently Asked Questions
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