INTEGRATIONS
ClickUp Integrations with Cloudify
With CRM System
Integrate ClickUp with your CRM app that will enable syncing the customer data, creating new contact or adding a new form.
How does it work?
When new form is submitted in the CRM app, then a new task is created or added in the ClickUp app as a new card.
Tasks
You can create tasks for the new added customers automatically in the ClickUp app.
Deals
When a deal stage is updated in the CRM app, automatically a task or folder is created in ClickUp.
With marketing systems
Integrate ClickUp with your accounting system and automatically manage your tasks on payments made.
How does it work?
New tasks are added to the ClickUp dashboard when an online customer makes the payment on the accounting system.
Lists
You can automatically create lists in ClickUp when there is a new payment in the accounting system.
Customers
With the integration, you can create tasks or folders on ClickUp to manage your work when a new customer is added to your accounting app.
With Inventory and production management systems
Integrate ClickUp with inventory management system to automate your sales orders, items, or contact creation.
How does it work?
When a new folder is created in ClickUp for the customer, then a sales order/contact is automatically created in the inventory management app.
Sales Orders
Create sales orders in your inventory management system, when there is a new folder created in ClickUp.
Contacts
Create contacts in your inventory management system, when there is a new folder created in ClickUp.
With webshops
Integrate ClickUp with webshops or ecommerce apps to manage your customer orders and product listings.
How does it work?
When there is a new order in the ecommerce store, a new customer is added in the ClickUp. You can also create webshop orders from the new folder in ClickUp.
Customer
With the new folder created in ClickUp, you can create a customer in the ecommerce system.
Products
With the new folder created in ClickUp, you can create products in the ecommerce system.
Orders
With the new folder created in ClickUp, you can create a new order in the ecommerce system.
FEATURES
Benefits of integrating ClickUp with Cloudify
Performance management
You can manage and track any projects from any timeline with ClickUp integration.
Customer relations
With the integration, you can grow your customer relation through automated emails, tracking, data visualisation, and more.
Client onboarding
Fast track communication by integrating emails with ClickUp and sending project updates, deadlines, and onboard customers.
Account management
Manage your account by creating folders and lists, and populate it from the data imported from the accounting apps.
Get Started
Start the conversation about how Cloudify can help your business. Got a particular question or want to schedule a call?
