ClickUp integration

Turn a conversation into a task

Create a ClickUp task from a conversation in one click, filled in with the customer, the channel and a summary. Work on it from the panel beside the conversation, and ClickUp comments come back as internal notes.

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Why teams use it

Turn a conversation into a task without switching tabs.

A task from the conversation

One click creates a task filled in from the conversation: customer, channel, tags and a summary. Set assignees, status, priority and due date.

Work on tasks in place

Browse spaces and lists, update a task, comment on it and link it to the conversation, all from the panel.

Comments come back

A comment on a linked task arrives as an internal note on the conversation. The customer never sees it.

How to connect

Connect ClickUp in the app

  1. Step 1

    Add the panel

    In Settings, open Tool docks and add the ClickUp panel.

  2. Step 2

    Connect

    Open the panel beside a conversation and click Connect ClickUp, as an owner or admin.

  3. Step 3

    Choose the workspace

    Approve in ClickUp and choose the workspace. One connection serves your whole team.

ClickUp — FAQ

Questions teams ask

Yes, with one click from the ClickUp panel. The task is filled in from the conversation.

Yes. They arrive as internal notes on the linked conversation, which the customer never sees.

No. ClickUp is for your human agents.

No. An owner or admin connects it once for the whole workspace.

Other integrations

Works with the rest of your stack

HubSpotYour AI agents read a customer's contact and tickets. Your team sees contact, tickets and deals beside the conversation.JiraCreate or link Jira issues from a conversation. The AI agents tell customers the status of their issue.Seal Our DealSend documents for electronic signature and get a sealed PDF back.ShopifyYour AI agents answer order status, tracking, prices and stock from your store, and only show customers their own orders.SlackHandle requests from a Slack channel as conversations, and send alerts and SLA breaches to the channels your team watches.GmailConnect a Gmail inbox. Replies go out from the same address.
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