ClickUp AppiWorks

Interact with ClickUp directly from Zoho CRM

What is ClickUp AppiWorks?

ClickUp AppiWorks for Zoho CRM is a Zoho CRM extension that integrates Zoho CRM and ClickUp. It helps users to export data from Zoho CRM to ClickUp, import data from ClickUp to Zoho CRM and show contextual data from ClickUp inside Zoho CRM. 

Why do you need it?

If you are looking at integrating Zoho CRM with CLickUp and getting your processes automated, look no further. ClickUp AppiWorks for Zoho CRM covers you fully. 

How Does It Work ?

See the demo video on how to use ClickUp AppiWorks for Zoho CRM 

Key Features

✅ Auto Interaction: Automatically insert records into ClickUp when a new task or any record from other modules in a Zoho CRM is created or Updated.

✅ On Demand Interaction: Insert records into ClickUp on selected tasks or any records in a Zoho CRM module.

✅ Bulk Import: Import data from ClickUp directly into Zoho CRM with a guided setup.

View Contextual data: Show related data from ClickUp inside Zoho CRM module GUI

Configurable Services: An automation system that lets you take control of your integration and automation needs between Zoho CRM and  ClickUp.

Sample Use Cases

► Insert a new task into your ClickUp workspace when a new task is created on Zoho CRM

► Export selected records from Zoho CRM into ClickUp 

► Import tasks from the ClickUp Workspace into Zoho CRM task modules.

► View related data from ClickUp inside Zoho CRM module GUI

Read more Articles on ClickUp Appiworks for Zoho CRM



Establishing and maintaining Asana connection :

In order to Establish ClickUp Connection you can either choose from an existing connection Or Create a new one.

Creating a new ClickUp Connection :

*Mapping is required for import/export automation types.

How to create an Export service? 

Mapping Configuration:  *Mapping is required for import/export automation types.


How to execute export service manually?

In manual execution, you can execute services for multiple records. 

How to create an Import service?

How to create a View service?