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
Installation
Go to Zoho Marketplace
Search for ClickUp AppiWorks
Click on the Install Now.
It will open a dialog to agree with the terms of services of the vendor and Zoho Marketplace and the privacy policy of the vendor.
The users need to agree with that and then click on continue.
Select your Users/Profiles (Select the profile to whom this extension is to be visible, based on the profile selection the extension will be displayed to users) and then click on Confirm.
Extension Installation is completed and added to your Zoho CRM and you will also get a confirmation email from Zoho Marketplace.
Setup
After installation is successful, Sign in to Zoho CRM and click on the three dots (...) symbol (shown right side).
Select/ Search for ClickUp AppiWorks
You will now be redirected to ClickUp AppiWorks homepage/landing page.
Please wait for AppiWorks basic initialization or until the START AUTOMATING button is enabled.
Click on START AUTOMATING.
It will redirect you to the Service listing page where you can see all your services.
Here Click on + Create to create the new service.
Give a name to your automation service.
Choose the Automation type
Click on Next
Choose a Zoho CRM module.
Click on Next to establish and configure ClickUp Connection.
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 :
click on the plus icon associated with the connection field.
There are two types of authentication, either through oauth2 authentication or by providing ClickUp API Key
Click on Connect.
Once the connection is successfully established, choose an object from ClickUp, from the list of objects that are available.
Next select the appropriate action from the action selection field.
Once the action is chosen, you will be prompted to select extra input information, if required.
Once all the required information is provided, click on next button, to move on to the mapping section.
*Mapping is required for import/export automation types.
Configure the mapping section.
While some fields are intelligently mapped, the remaining can be mapped manually.
Click on Next
Finally Save the service.
How to create an Export service?
Choose the Connection Or Create a new connection.
Choose an Object from ClickUp
Choose the Action.
Click on Next
Mapping Configuration: *Mapping is required for import/export automation types.
While some fields are intelligently mapped, the remaining can be mapped manually.
Click on the + Add button to create a new mapping between the Zoho module & ClickUp object.
Click the icon next to + Add for the Intelligent/ Automatic mapping.
Click on Next
Switch on [ ] new [ ] edit checkboxes, if you want to trigger the export automatically on the creation of the new record, or edit of a record.
Switch on the Allow Manual Execution if you want to export inside the Zoho CRM module page.
Activate the service by switching on the final switch. Otherwise, the service will not get executed.
Click on the Save button to save the service in your workspace.
Now, this service is listed on the services list page and ready for automation.
You can create as many services as you want.
Go to the services list page by clicking on the Previous Page button.
Notes:
Service execution will happen in two ways. Automatic and Manual (based on whether automatic and manual triggers are enabled or not).
Service required to be active for either Automatic or manual execution.
Automatic execution will happen when the user either creates or edits a record for that module configured in that service.
Manual execution is done through a custom button ClickUp AppiWorks located in that module configured with service by selecting records or editing/creation page.
How to execute export service manually?
In manual execution, you can execute services for multiple records.
Go to the Zoho CRM module tab (eg. Tasks).
Select the records and click on the ClickUp AppiWorks button.
Services created for the module and enabled for manual execution are listed on the ClickUp AppiWorks manual tab.
Click on the corresponding service Execute button to execute the service for the selected records.
After the execution of the service, the execution response will be embedded below the service.
Please see right side image carousel for a glance at manual execution.
How to create an Import service?
Go to the Setup section above and follow those steps and get back here.
Choose the Automation type as Import
Choose the Connection Or Create a new connection.
Choose an Object from ClickUp.
Provide all the required inputs as prompted.
Click on Next
Do the mapping between the Zoho module and ClickUp object fields.
For the steps, you can follow the same steps as mentioned for the export service in the above section.
Click on Next
Setup the Query Filter (If applied it will bring only filtered records from ClickUp , else it will bring all the rows)
Click on the (+) button to add the query filters. You can add multiple filters.
Choose the App Field and Operator.
Enter the value to be matched.
Click on the Query button to see the results.
Choose the rows from the table to import.
You can also choose the columns to see on the table.
It will show you the number of records selected for the import.
Click on Next
Click on the Import Now button to Import into the Zoho CRM.
You can see the import execution status after import.
Activate the service
Click on the Save button to save the service for future use.
How to create a View service?
Go to the Setup section above and follow those steps and get back here.
Choose the Automation type as View.
Choose the Connection Or Create a new connection.
Choose an Object from ClickUp.
Click on Next
Go to the Zoho module tab on which you have created the view service in the first step of service configuration.
For eg. Here in this demo, we have chosen the Zoho CRM Tasks module. So we will go to the Tasks tab in the Zoho CRM dashboard.
Click on any record (in this case, any task).
Scroll down to the end, and you can see the ClickUp AppiWorks widget.
You will see all the services configured for the corresponding module (here Tasks)
Click on the service to see the results
