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Capsule CRM + ClickUp

Update ClickUp tasks when new or updated contacts occur in Capsule CRM

Keep your Capsule CRM contacts and ClickUp tasks always up to date with this efficient workflow. When a contact is created or updated in Capsule CRM, it will automatically update a corresponding task in ClickUp, ensuring your team stays informed and can quickly take action on any changes. Stay organized and boost productivity by streamlining contact management across both platforms.

Keep your Capsule CRM contacts and ClickUp tasks always up to date with this efficient workflow. When a contact is created or updated in Capsule CRM, it will automatically update a corresponding task in ClickUp, ensuring your team stays informed and can quickly take action on any changes. Stay organized and boost productivity by streamlining contact management across both platforms.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Update Task

    Updates an existing task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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clickup logo
clickup logo

About ClickUp

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

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