Zoho CRM + ClickUp Integration

Integrate ClickUp to Zoho CRM in one click, or tell Integrately AI how you want each task handled. Create contacts in Zoho CRM, update your project boards, alert your team, and trigger follow-ups automatically.

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1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • 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
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2.

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Ready Workflows Ready Workflows for ClickUp + Zoho CRM Integration

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

Most popular automationsmost-popular-automations
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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  • 1of4
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 + Zoho CRM flow

Connect your tasks and CRM data to messaging, documents, marketing tools, scheduling, and billing apps. Pick a combination and activate it in one click.

Zoho CRM
ClickUp
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SlackSlack (8)
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Google DriveGoogle Drive (3)
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HubspotHubspot (3)
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CalendlyCalendly (3)
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StripeStripe (3)
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GmailGmail (3)
Z
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Create a ClickUp task from every new Zoho CRM contact and notify your sales team in Slack
New Zoho CRM contacts instantly generate a task in ClickUp and alert your team in Slack, eliminating manual copy-pasting.
C
Z
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When a ClickUp task is created, create or update a contact in Zoho CRM and post an update in Slack
Every new ClickUp task updates Zoho CRM records automatically and notifies your team in Slack.
Z
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When a Zoho CRM lead is updated, update the matching ClickUp task status and announce the shift in Slack
Updated Zoho CRM leads automatically shift ClickUp task statuses and post updates to Slack.
C
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Create a Zoho CRM contact for every new ClickUp subtask, open a task in ClickUp, and confirm it in Slack
ClickUp subtasks automatically create Zoho CRM contacts and notify your team in Slack.
Z
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If a new Zoho CRM contact is marked high priority, create a ClickUp task and alert the leadership channel in Slack
High-priority Zoho CRM contacts automatically generate ClickUp tasks and trigger Slack leadership alerts.
Z
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When a Zoho CRM module entry is updated, update the ClickUp task details and post the change to your project channel in Slack
Zoho CRM module updates automatically refresh ClickUp task details and post notifications in Slack.
Z
C
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Use Claude to summarise every new Zoho CRM contact description, create a ClickUp task with the summary, and notify your team in Slack
Claude summarises new Zoho CRM contacts, generates a ClickUp task, and alerts your team in Slack.
Z
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H
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Turn every completed Zoho CRM lead conversion into a ClickUp task, create a record in HubSpot, and announce the win in Slack
Converted Zoho CRM leads create ClickUp tasks, update HubSpot records, and announce wins in Slack.

Supported triggers and actions for Zoho CRM and ClickUp

Mix and match to build the exact automation you need

Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create or Update Lead in Zoho CRM
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
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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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What can you automate with ClickUp + Zoho CRM?

Streamline your customer data and project workflows with powerful automated triggers and actions.

What you can automate?
🔄
Sync new Zoho CRM contacts into ClickUp tasks automatically
Every new contact created in Zoho CRM instantly generates a corresponding task in ClickUp. Eliminate manual data entry and ensure your project team starts working on new clients right away.
📋
Capture every submitted contact field and detail
Map all custom fields, contact numbers, and notes from Zoho CRM directly into your ClickUp task descriptions. Your team gets complete context without switching platforms.
🔔
Alert your team instantly on messaging apps
Notify your project or sales channel the moment a new task or contact is created. Keep everyone aligned and responsive without manual check-ins.
🔀
Route tasks based on submitted contact criteria
Send enterprise-tier contacts to high-priority ClickUp lists while routing standard inquiries to general queues. Automate your internal triage process effortlessly.
🔄
Keep project statuses and contact records updated
When a task status updates in ClickUp, automatically update the matching contact or module entry in Zoho CRM. Maintain perfect synchronization across platforms.
🛡️
Create or update records without generating duplicates
Use intelligent upsert operations to check existing records before creating new ones. Keep your Zoho CRM database clean and well-organized.
⚙️
Handle later status changes like conversions and closures
When a lead is converted or updated in Zoho CRM, trigger downstream task closures or archiving in ClickUp. Automate your entire client lifecycle from start to finish.
🔗
Extend your workflow with powerful supporting apps
Connect your ClickUp and Zoho CRM flow to Slack, Google Drive, or HubSpot for multi-step automation pipelines. Build sophisticated business processes without writing code.
And much more...

Who is ClickUp + Zoho CRM integration for?

Connecting ClickUp and Zoho CRM eliminates manual data entry between project management and customer relationship tools for teams handling high volumes of client work.

Performance marketers
Performance marketers
Sales managers
Sales managers
Client account managers
Client account managers
Operations directors
Operations directors
Project coordinators
Project coordinators
Customer success leads
Customer success leads
📈
Performance marketers
You're running client campaigns and tracking deliverables in ClickUp while sales leads sit in Zoho CRM, but manual export delays mean your pipeline reports are always outdated — with this integration, every new contact lands across both systems instantly and your data stays current.
Sales managers
You need your project delivery team in ClickUp to act the moment a high-value prospect converts in Zoho CRM, but manual handoffs cause costly delays — automating both apps means every closed deal generates an onboarding task instantly and your team starts execution without waiting.
🤝
Client account managers
You answer to stakeholders who expect project timelines in ClickUp to match account records in Zoho CRM, but manual updates lead to mismatched statuses — connecting these apps means every task completion updates your CRM records automatically and your reporting stays spotless.
🔄
Operations directors
You manage high volumes of client intake tasks in ClickUp and contact records in Zoho CRM where manual copying creates duplicate profiles, but this integration means every record is created and updated cleanly across both systems without human error.
📋
Project coordinators
You depend on sales reps to hand over client details from Zoho CRM before you can build task lists in ClickUp, but communication gaps stall your schedule — automating both apps means project spaces populate the second a contact is logged and your workflow starts on time.
🗂️
Customer success leads
You need a reliable history of client activity spanning sales notes in Zoho CRM and support delivery in ClickUp, but manual logging leaves gaps in your timeline — with this integration, every client interaction syncs seamlessly to maintain complete visibility.
Our team

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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 Zoho CRM + ClickUp

Build and manage your Zoho CRM + ClickUp automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Zoho CRM + ClickUp 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
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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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in $19.99

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Frequently Asked Questions

How do I connect ClickUp to Zoho CRM?
Frequently Asked Questions
You can connect ClickUp to Zoho CRM in 1 click using ready templates or ask Integrately AI to build the workflow. It links your tasks and CRM contacts instantly alongside Slack, Google Drive, and HubSpot.
Can I automatically create a ClickUp task when a Zoho CRM contact is created?
Frequently Asked Questions
Can I connect ClickUp, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickUp and Zoho CRM?
Frequently Asked Questions
How are ClickUp tasks and custom fields handled during integration?
Frequently Asked Questions
Can I update Zoho CRM contacts when ClickUp task statuses change?
Frequently Asked Questions
Do I need coding skills to automate ClickUp and Zoho CRM?
Frequently Asked Questions
Is the ClickUp and Zoho CRM integration free?
Frequently Asked Questions
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