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ClickUp
ClickUp
1. Choose trigger event
Close
Close
2. Choose action
1. Select the event
Setup
Test
ClickUp
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from ClickUp.
Add your action
An action happens after the trigger—such as "Add Address to Lead" in Close.
You’re connected!
Zapier seamlessly connects ClickUp and Close, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Call ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Email Address
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Source Lead ID
Required
Destination Lead ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send Done Email
Required
Type
Required
Lead Smart View or (deprecated) Search Query
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Action Type
Required
Smart View or (deprecated) Search Query
Required
Workflow ID
Send Done Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Contact
Required
Assigned To
Required
Text
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Custom Activity Type
Required
Created By User
Status
Required
Pinned
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Contact
Status
Required
Date Created
Date Scheduled
To
Cc
Bcc
Subject
Body Text
Body HTML
Template
Follow-Up Date
Email Account ID
Email Thread ID
Attachments
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email Address
Required
Role
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead ID
Required
Text Type
Required
Title
Pinned
Attachments
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report breakdown
Required
Pipeline
Required
Report type
Required
Report Period (range)
Report Period (dates)
Created Period (range)
Created Period (dates)
Comparison Period (range)
Comparison Period (dates)
Comparison Period (custom dates)
Smart View
Users or Groups
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Status
Required
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
Attachments
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact
Required
Workflow
Required
Send emails from
Assign calls to
Send SMS from
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Contact ID
Date Created
Status
Required
Date Scheduled
Local Phone
Required
Remote Phone
Required
Text
Template
Source
Required
Attachments
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Assigned To
Lead
Required
Contact
Date
Text
Required
Is Complete
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email Address
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email Address
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Name
Title
Email Addresses
Phone Numbers
Urls
Add to or Replace
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Custom Object ID
Required
Custom Object Type
Required
Custom Object Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note ID
Required
Title
Pinned
Text Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Subscription
Required
Action
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task ID
Required
Assigned To
Contact
Text
Date
Is Complete
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Direction
Note
User ID
Date Range
Outcome
Find First Call on Lead
Lead ID
Or Search by Call ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Result Limit
Required
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Result Limit
Required
Custom Object Type
Required
Lead ID
Custom Object Name
Search by Custom Object ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Company Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note Contains Words Starting With...
Title Contains Words Starting With...
Lead ID
Or Search by Note ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Workflow
Contact ID
Lead ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Full Name
Email
Or Search by User ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Result Limit
Required
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
Lead
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Result Limit
Required
Custom Object Type
Required
Lead ID
Custom Object Name
Search by Custom Object ID
Lead ID
Required
Custom Object Type
Required
Custom Object Name
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note Contains Words Starting With...
Title Contains Words Starting With...
Lead ID
Required
Or Search by Note ID
Text Type
Required
Title
Pinned
Attachments
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Assigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Assigned To
Lead
Required
Contact
Date
Text
Required
Is Complete
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use ClickUp and Close with AI agents and code
Beyond Zap workflows. Call ClickUp and Close actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose ClickUp and Close actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Archive or Delete Task
Add Address to Lead
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use ClickUp and Close
Track new opportunities in project management.
Automatically track new opportunities from Close in ClickUp. When an opportunity is created in Close, Zapier updates or creates a new task in ClickUp so essential opportunities are organized. This workflow reduces manual effort and tracks updates in a centralized way.
Zapier adds new leads from Close directly into ClickUp as tasks. This workflow connects lead generation with project tracking, ensuring team members don’t miss potential opportunities while streamlining effort across tools.
Bridge your project tasks and sales progress with this automation. When a task in ClickUp changes status, Zapier updates a corresponding lead's status in Close. This ensures alignment between sales and project milestones for enhanced collaboration and efficiency.
Level up your ClickUp to Close integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
