Zoho CRM + ClickUp Integration

Connect Zoho CRM to ClickUp - Automate your workflows in 1-click

Make use of Zoho CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of ClickUp automations to improve team communication and gain real-time visibility into project progress. Combine the benefits of both with Integrately’s Zoho CRM + ClickUp integration.
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Ready Workflows For Zoho CRM + ClickUp Integration

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most-popular-automations
Zoho CRM + ClickUp Integration

Create ClickUp checklist for new Zoho CRM contact

When you create a new contact in Zoho 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 Zoho CRM and ClickUp!
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Zoho CRM + ClickUp Integration

Create ClickUp task for new Zoho CRM contact

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

When you create a contact in Zoho 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.
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ClickUp + Zoho CRM Integration

Create Zoho CRM module for new ClickUp task

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using ClickUp and Zoho CRM. By linking these two applications, you can ensure that every task is automatically recorded in the Zoho CRM, making it easier to track and manage.
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Create Your Own Zoho CRM & ClickUp Integration Without Any Code

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Zoho CRM + ClickUp Integration
1.
  • Zoho CRM
    Contact is created in Zoho CRM

    Triggers the automation whenever a contact is updated

  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM

    Triggers the automation whenever a module entry is created or updated

    Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM

    Triggers the automation whenever any module entry is modified

    Instant
  • Zoho CRM
    Module entry is added in Zoho CRM

    Triggers the automation whenever a new entry is added to a module

    Instant
  • Zoho CRM
    Lead is created in Zoho CRM

    Triggers the automation whenever the lead information is updated

  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM

    Triggers the automation whenever a new account is created

  • ClickUp
    Goal is created in ClickUp

    Triggers the automation whenever a new goal is created

    Instant
  • ClickUp
    Goal is updated in ClickUp

    Triggers the automation whenever a goal is updated

    Instant
  • ClickUp
    Goal is deleted in ClickUp

    Triggers the automation whenever a goal is deleted

    Instant
  • ClickUp
    Target is created in ClickUp

    Triggers the automation whenever a new target is created

    Instant
  • ClickUp
    Target is updated in ClickUp

    Triggers the automation whenever a target is updated

    Instant
  • ClickUp
    Target is deleted in ClickUp

    Triggers the automation whenever a target is deleted

    Instant
  • ClickUp
    Task status is updated in ClickUp

    Triggers the automation whenever the status of a task is changed

    Instant
  • ClickUp
    Task is created in ClickUp

    Triggers the automation whenever a new task is created

    Instant
  • ClickUp
    Task comment is posted in ClickUp

    Triggers the automation whenever a task comment is posted

    Instant
  • ClickUp
    Task is moved in ClickUp

    Triggers the automation whenever a task is moved with

    Instant
  • ClickUp
    Task priority is updated in ClickUp

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

    Instant
  • ClickUp
    Task assignee is updated in ClickUp

    Triggers the automation whenever a task assignee is changed

    Instant
  • ClickUp
    Task due date is updated in ClickUp

    Triggers the automation whenever a task due date is updated

    Instant
  • ClickUp
    Task is deleted in ClickUp

    Triggers the automation whenever a task is deleted

    Instant
  • ClickUp
    Subtask is created in ClickUp

    Triggers the automation whenever a subtask is created

    Instant
  • ClickUp
    Task time tracked is Updated in ClickUp

    Triggers the automation whenever task time tracking is updated

    Instant
  • ClickUp
    Task tag is updated in ClickUp

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

    Instant
  • ClickUp
    Task comment is updated in ClickUp

    Triggers the automation whenever a task comment is updated

    Instant
  • ClickUp
    Folder is created in ClickUp

    Triggers the automation whenever a new folder is created

    Instant
  • ClickUp
    Folder is updated in ClickUp

    Triggers the automation whenever a folder is updated

    Instant
  • ClickUp
    Folder is deleted in ClickUp

    Triggers the automation whenever a folder is deleted

    Instant
  • ClickUp
    List is created in ClickUp

    Triggers the automation whenever a new list is created

    Instant
  • ClickUp
    List is updated in ClickUp

    Triggers the automation whenever any list is modified

    Instant
  • ClickUp
    List is deleted in ClickUp

    Triggers the automation whenever any list is deleted

    Instant
  • ClickUp
    Space is created in ClickUp

    Triggers the automation whenever a new space is created

    Instant
  • ClickUp
    Space is updated in ClickUp

    Triggers the automation whenever any space is modified

    Instant
  • ClickUp
    Space is deleted in ClickUp

    Triggers the automation whenever any space is deleted

    Instant
  • ClickUp
    Task is updated in ClickUp
2.
  • Zoho CRM
    Add attachment in Zoho CRM

    Automatically adds an attachment to an email or message

  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM

    Automatically creates a new entry in a module

  • Zoho CRM
    Create or Update Module Entry in Zoho CRM

    Automatically creates or updates an entry in a module

  • Zoho CRM
    Update module entry in Zoho CRM

    Automatically updates the information for a module entry

  • Zoho CRM
    Search module entry in Zoho CRM

    Automatically searches for a module entry

  • Zoho CRM
    Get module entry by Id in Zoho CRM

    Automatically retrieves a module entry using its ID

  • Zoho CRM
    Create or Update Contact in Zoho CRM

    Automatically adds or update contact information

  • Zoho CRM
    Search contact in Zoho CRM

    Automatically finds and retrieves contact information

  • Zoho CRM
    Convert lead in Zoho CRM

    Automatically convert potential leads into customers

  • Zoho CRM
    Search lead in Zoho CRM

    Automatically retrieves information for a particular lead

  • Zoho CRM
    Add note to module entry in Zoho CRM

    Automatically adds a note to a module entry

  • Zoho CRM
    Add tag in Zoho CRM

    Triggers the automation whenever a new contact is created

  • ClickUp
    Create threaded comment in ClickUp

    Automatically creates a new threaded comment

  • ClickUp
    Search task by custom field in ClickUp

    Automatically searches for tasks using a custom field

  • ClickUp
    Create task in ClickUp

    Automatically creates a new task

  • ClickUp
    Update task with custom field in ClickUp

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

  • ClickUp
    Create subtask in ClickUp

    Automatically creates a subtask

  • ClickUp
    Update task in ClickUp

    Automatically updates the task with new information or changes

  • ClickUp
    Search task in ClickUp

    Automatically searches for a task

  • ClickUp
    Post task comment in ClickUp

    Automatically posts a comment on a task

  • ClickUp
    Post list comment in ClickUp

    Automatically posts a comment on a list

  • ClickUp
    Post view comment in ClickUp

    Automatically posts a comment on a view

  • ClickUp
    Create list in ClickUp

    Automatically generates a new list

  • ClickUp
    Update list in ClickUp

    Automatically updates a designated list with new information or changes

  • ClickUp
    Get list details by id in ClickUp

    Automatically retrieves detailed information about a list based on its ID

  • ClickUp
    Search list in ClickUp

    Automatically scan and retrieve results for a particular list

  • ClickUp
    Delete list in ClickUp

    Automatically deletes a list

  • ClickUp
    Create folder in ClickUp

    Automatically creates a new folder

  • ClickUp
    Search folder in ClickUp

    Automatically searches for a folder

  • ClickUp
    Update folder in ClickUp

    Automatically updates the contents of a particular folder

  • ClickUp
    Get folder details by id in ClickUp

    Automatically retrieves information about a folder using its ID

  • ClickUp
    Create space in ClickUp

    Automatically creates a new space

  • ClickUp
    Get space details by id in ClickUp

    Automatically retrieves detailed information of a space using its ID

  • ClickUp
    Search space in ClickUp

    Automatically searches for a space

  • ClickUp
    Invite guest to workspace in ClickUp

    Automatically sends an invitation to a guest to join the workspace

  • ClickUp
    Update space in ClickUp

    Automatically updates the space with new content and changes

  • ClickUp
    Get view details by ID in ClickUp

    Automatically retrieves details of a view using its ID

  • ClickUp
    Create task from template in ClickUp

    Automatically generates a task based on a pre-defined template

  • ClickUp
    Add tag to a task in ClickUp

    Automatically adds a tag to a task

  • ClickUp
    Upload task attachment in ClickUp

    Automatically uploads task attachments to designated folders

  • ClickUp
    Add dependency to task in ClickUp

    Automatically link tasks together to establish dependencies

  • ClickUp
    Create space tag in ClickUp

    Automatically generates a new space tag

  • ClickUp
    Update target in ClickUp

    Automatically updates the particular target with new data or information

  • ClickUp
    Get task details by ID in ClickUp

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

  • ClickUp
    Update time tracked in ClickUp

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

  • ClickUp
    Create target in ClickUp

    Automatically generates a new target

  • ClickUp
    Remove tag from task in ClickUp

    Automatically removes a tag from a task

  • ClickUp
    Create goal in ClickUp

    Automatically generates a new goal

  • ClickUp
    Update goal in ClickUp

    Automatically updates the goal based on new information

  • ClickUp
    Create folderless list in ClickUp

    Automatically generates a list of items without organizing them into folders

  • ClickUp
    Delete dependency from task in ClickUp

    Automatically deletes dependency link between two tasks

  • ClickUp
    Delete target in ClickUp

    Automatically deletes a target

  • ClickUp
    Delete goal in ClickUp

    Automatically deletes a goal

  • ClickUp
    Delete checklist item in ClickUp

    Automatically deletes an item from a checklist

  • ClickUp
    Update space tag in ClickUp

    Automatically updates the tag associated with a space

  • ClickUp
    Get goal details by ID in ClickUp

    Automatically retrieves goal details by using their unique ID identifier

  • ClickUp
    Search goal in ClickUp

    Automatically searches for a goal

  • ClickUp
    Search team view in ClickUp

    Automatically searches for a team view

  • ClickUp
    Search task template in ClickUp

    Automatically searches for a task template

  • ClickUp
    Create time entry in ClickUp

    Automatically creates a new time entry

  • ClickUp
    Create checklist in ClickUp

    Automatically generates a checklist for tasks

  • ClickUp
    Update checklist in ClickUp

    Automatically updates checklist items with new tasks or completions

  • ClickUp
    Delete checklist in ClickUp

    Automatically deletes a checklist

  • ClickUp
    Update comment in ClickUp

    Automatically updates comments with new information

  • ClickUp
    Update checklist item in ClickUp

    Automatically updates a item on the checklist

  • ClickUp
    Search custom fields in ClickUp

    Automatically searches for custom fields

  • ClickUp
    Create checklist item in ClickUp

    Automatically generates a checklist item

  • ClickUp
    Search task using filters in ClickUp

    Automatically searches for a task using filters

  • ClickUp
    Search task in view in ClickUp

    Automatically searches for a task in a view

  • ClickUp
    Search sub-task in task in ClickUp

    Automatically searches for a sub-task in a task

  • ClickUp
    Add task link in ClickUp

    Automatically creates a hyperlink to add a new task

  • ClickUp
    Search folderless list in ClickUp

    Automatically searches for a folderless list

  • ClickUp
    Search list members in ClickUp

    Automatically searches for list members

  • ClickUp
    Search task members in ClickUp

    Automatically searches for task members

  • ClickUp
    Search tracked time in ClickUp

    Automatically searches for tracked time

  • ClickUp
    Search task comment in ClickUp

    Automatically searches for a task comment

  • ClickUp
    Search workspace in ClickUp

    Automatically searches for a workspace

  • ClickUp
    Search list comment in ClickUp

    Automatically searches for a list comment

  • ClickUp
    Add task to list in ClickUp

    Automatically adds a task to a designated list

  • ClickUp
    Search space view in ClickUp

    Automatically searches for a sub-task in a task

  • ClickUp
    Search list view in ClickUp

    Automatically searches for a list view

  • ClickUp
    Search folder view in ClickUp

    Automatically searches for a folder view

  • ClickUp
    Delete task in ClickUp

    Automatically deletes a task

  • ClickUp
    Delete space tag in ClickUp

    Automatically deletes a space tag

  • ClickUp
    Delete time tracked in ClickUp

    Automatically removes recorded time entries from the database

  • ClickUp
    Delete folder in ClickUp

    Automatically deletes a folder

  • ClickUp
    Delete comment from task in ClickUp

    Automatically deletes a comment associated with a task

  • ClickUp
    Delete space in ClickUp

    Automatically deletes a space

  • ClickUp
    Search space tag in ClickUp

    Automatically searches for a space tag

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Integrate Zoho CRM & ClickUp In 1 Click
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