AppiWorks is an iPaaS / aPaaS platform that enables you to connect to any applications, perform actions and automate your process flow. It is an all-in-one platform solution for building automation solutions for your business by integrating with all necessary applications in your business.

"ClickUp AppiWorks for Zoho CRM" is an extension of Zoho CRM that brings AppiWorks' platform integration and automation capabilities with ClickUp directly on the Zoho CRM application.

Need

ClickUp is a web and mobile application designed to help teams organize, track, and manage their work. It is a project management tool that allows users to create tasks, assign them to team members, set due dates, and track progress. ClickUp is used by teams of all sizes, from small startups to large enterprises, to manage projects and collaborate more effectively.

Zoho CRM is a customer relationship management (CRM) software that helps businesses manage their sales, marketing, and customer support activities. It is a cloud-based platform that allows users to track leads, manage contacts, and automate sales processes. Zoho CRM is used by businesses of all sizes to streamline their sales and marketing efforts and improve customer relationships.

With ClickUp's increasing popularity and widespread use, users of Zoho CRM inevitably need to interoperate with ClickUp. Zoho CRM needs easy but strong integration with ClickUp for efficient project management and collaboration, enabling seamless synchronization, real-time updates, advanced reporting, and collaborative workflows, maximizing productivity, and providing valuable insights for sales and marketing efforts. This is why businesses often require the integration of Zoho CRM with ClickUp.

Solution

"ClickUp AppiWorks for Zoho CRM" is an extension of the Zoho CRM  that brings the AppiWorks platform's intelligent integration & hyper-automation capabilities to deeply connect, integrate and automate workflows with ClickUp directly from the Zoho CRM application dashboard. It integrates Zoho CRM and ClickUp. It helps users to export data from Zoho CRM to the ClickUp, import data from ClickUp to Zoho CRM, and show contextual data from ClickUp inside Zoho CRM modules.

• This extension provides automated exporting of data to ClickUp immediately on creation or editing from Zoho CRM. 

• Provides on-demand exporting of selected bulk data from Zoho CRM to ClickUp . 

• It allows users to import data from ClickUp directly into the Zoho CRM application.

• Provides comprehensive controls to users to preview the records before import to ensure they are correct

• Supports scheduled and incremental import, so that the data can be kept up-to-date automatically.

• It also enables users to view ClickUp data within the Zoho CRM module's widget, providing a customized view of data. 

Benefit

"ClickUp AppiWorks for Zoho CRM" brings in no code integration and automation benefits for every user of Zoho CRM for all their integration needs with ClickUp. 

• ClickUp AppiWorks being available as an extension inside Zoho CRM avoids context switching to the other application to implement integration and automation.

• It reduces human efforts and eliminates any human-made mistakes in integration and automation orchestration.

• Supports bulk operations such as Exporting, Importing, and Viewing records right inside Zoho CRM from ClickUp.

• Provides comprehensive visual progress of each operation with clear status and messages.

• Stepped and guided service configuration with automatic mapping of fields reduces the effort of setting up complex integrations.