ClickUp

All-in-one productivity platform.

About ClickUp

ClickUp promises to replace all other productivity apps. Its hierarchy (Spaces > Folders > Lists) is powerful but complex to map. Integrating ClickUp effectively means ensuring that a 'Deal Won' in your CRM creates a project in the correct ClickUp Space with the right template applied, automating the client onboarding handoff.

Integration Capabilities

ClickUp has 8 native integrations with leading business platforms. Connect via direct API, webhooks, or third-party automation tools for unlimited possibilities.

Browse ClickUp integrations below. Green integrations are native and free. Yellow integrations require an automation platform like Make ↗ to sync data.

Common Integration Patterns

→ Client Onboarding: HubSpot 'Deal Won' triggers the creation of a folder in ClickUp from a template, assigning tasks to the account manager.
→ Time Tracking: Syncing time logs from ClickUp tasks to Harvest/QuickBooks for billing purposes.
→ Bug Escalation: Using the 'Form' view in ClickUp to let external users submit bugs, which then notify the product team in Slack.

Integration Challenges

⚠ Custom Statuses: Every List in ClickUp can have unique statuses. Integrations fail if they try to set a task to 'Done' but the list only has 'Complete'.
⚠ Hierarchy Complexity: Finding the right 'List ID' to create a task in is difficult because of the Space > Folder > List nesting.
⚠ Guest Permissions: Integrations often break if the authenticated user doesn't have access to a specific private Folder.

Before You Integrate

1. Map Statuses: Hardcode the status mapping (e.g. 'In Progress' -> 'Active') for each specific List you integrate.
2. Use Templates: Rely on ClickUp Templates for task creation rather than mapping every subtask individually in the integration.
3. Verify List IDs: Use the ClickUp API to 'Get Lists' and ensure IDs haven't changed if folders were moved.