Connect Zoho CRM with ClickUp

Unlock the superpowers of Zoho CRM + ClickUp and automate your tasks without having to write a single line of code.

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Automate Zoho CRM and ClickUp
with Pluga integrations

Zoho CRM and ClickUp
your way

Check out the available triggers and actions in the automation of apps Zoho CRM + ClickUp

ClickUp

Created task

For each created task on ClickUp

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Trigger
ClickUp

Created task

For each created task on ClickUp

Task Name

End date

Description

Initial date

Task creator

List name

Task URL

ID of those responsible separated by comma

Responsible persons separated by comma

Email of those responsible separated by comma

Color of those responsible separated by comma

Initials of those responsible for the task

Task ID

Task creation date

Task Status

Task priority

Task folder name

Tags

Project name

Update date

Estimated task time

Time spent on task

Task creator email

List ID

Task 'parent' task

Checklists

Space ID

Project ID

Task end date

Task points

Task creator ID

I give status

Linked tasks

Folder ID

Orderindex

Name of attachments separated by comma

Comma-separated attachment link

Name and link of attachments separated by comma

ClickUp

Updated task status

When a task reaches a certain status on ClickUp

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Trigger
ClickUp

Updated task status

When a task reaches a certain status on ClickUp

Task name

End date

Description

Initial date

Task creator

List name

Task URL

ID of those responsible separated by comma

Responsible persons separated by comma

Email of those responsible separated by comma

Color of those responsible separated by comma

Initials of those responsible for the task

Task ID

Task creation date

Task status

Task priority

Task folder name

Tags

Project name

Update date

Estimated task time

Time spent on task

Task creator email

List ID

Task 'parent' task

Checklists

Space ID

Project ID

Task end date

Task points

Task creator ID

I give status

Linked tasks

Folder ID

Orderindex

Name of attachments separated by comma

Comma-separated attachment link

Name and Link of attachments separated by comma

Zoho CRM

Create or update deal

create or update a deal on Zoho CRM

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Action
Zoho CRM

Create or update deal

create or update a deal on Zoho CRM

ClickUp

Create/update task

create or update a new task on ClickUp

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Action
ClickUp

Create/update task

create or update a new task on ClickUp

Task update settings

Task name Required

Task description

Responsible for the task

Task status

Task Tags

Task priority

Task due date

Task start date

Notify users?

checklist name

checklist items

Separator

How it works

How the Zoho CRM and ClickUp integration works

1. Trigger ClickUp Created task, Updated task status
2. Action Zoho CRM Create or update deal

Trusted by over 10.000 amazing companies

Zoho CRM

Zoho CRM

CRM

Connect Zoho CRM to 131+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.

Integrations with Zoho CRM See more integrations with CRM Visit Zoho CRM
ClickUp

ClickUp

Project

Connect ClickUp to 131+ apps with Pluga and turn your work into a productive machine. Create tasks and cards automatically from what happens in other systems, update statuses without opening app after app and keep your team aligned around the same place.

Integrations with ClickUp See more integrations with Project Visit ClickUp

Frequently Asked Questions

  • With Pluga, you can easily automate Zoho CRM with ClickUp . Just follow these steps:

    • 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
    • 2. Select the source app and trigger;
    • 3. Select the destination app and action;
    • 4. Make the necessary adjustments, specifying which data will be sent to one app to another.

  • By automating Zoho CRM with ClickUp on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between Zoho CRM, ClickUp, and even other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check Pluga's pricing page for more details.