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  • Help Scout logoHelp Scout logo

ClickUp + Help Scout

Create ClickUp tasks from Help Scout conversations

Excel at task management AND customer success with this Help Scout-ClickUp integration. With this setup, each new conversation in Help Scout creates a new task in ClickUp. Your customers will always feel taken care of with this integration!

Excel at task management AND customer success with this Help Scout-ClickUp integration. With this setup, each new conversation in Help Scout creates a new task in ClickUp. Your customers will always feel taken care of with this integration!

  1. When this happens...
    Help ScoutHelp Scout
    Conversation Created

    Triggers when a new conversation is created.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • Conversation IDRequired

    • TextRequired

    • User

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • Email

    • Phone

    • Chat Handle

    • Social Profile

    • Website

    • Background

    • Organization

    • Location

    • Job Title

    • Address

    • Address

    • City

    • State / Province

    • Postal Code / ZIP Code

    • Country

    Action
    Write
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MailboxRequired

    • Customer Label

    • Customer ID

    • Customer's Email

    • From User

    • Thread TypeRequired

    • TextRequired

    • StatusRequired

    • Assigned User

    • Tag

    • Cc

    • Bcc

    • Import OnlyRequired

    • Trigger Auto Reply

    Action
    Write
    • ConversationRequired

    • CustomerRequired

    • TextRequired

    • User

    • Create as DraftRequired

    Action
    Write
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clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Related categories

help-scout logo
help-scout logo

About Help Scout

Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.

Related categories