ClickUp + Intercom Integrations

How to connect ClickUp + Intercom

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Create new ClickUp tasks when leads become users in Intercom
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Intercom + ClickUp
Create ClickUp tasks for newly tagged Intercom users
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Intercom + ClickUp
Update Intercom leads with tags when ClickUp tasks change
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ClickUp + Intercom
Create and update Intercom leads from new ClickUp lists
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ClickUp + Intercom
Create or update Intercom users when new ClickUp folders are added
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Create task comments in ClickUp when new users join in Intercom
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Intercom + ClickUp

Update ClickUp tasks when new tags are added to Intercom conversations
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Create tasks in ClickUp for newly tagged Intercom conversations
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Intercom + ClickUp

Create new ClickUp tasks when leads become users in Intercom

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Intercom + ClickUp

Create ClickUp tasks for newly tagged Intercom users

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Intercom + ClickUp

Update Intercom leads with tags when ClickUp tasks change

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ClickUp + Intercom

Create and update Intercom leads from new ClickUp lists

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Create or update Intercom users when new ClickUp folders are added

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Create task comments in ClickUp when new users join in Intercom

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Intercom + ClickUp

Update ClickUp tasks when new tags are added to Intercom conversations

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Create tasks in ClickUp for newly tagged Intercom conversations

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Intercom + ClickUp

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Supported triggers and actions

What does this mean?

- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write

- WorkspaceRequired
- Task NameRequired
- Task Description
- Assignee Emails
  Email address of the assignee. If your Space allows Multiple Assignees, you can enter multiple email addresses.
- Priority
  If your Space has Priorities enabled, you can specify a Priority.
- Due Date
- Start Date
Action
Write
- WorkspaceRequired
Action
Write

Find Task by Custom Fields
Find an existing task by searching custom fields.
Action
Search
- WorkspaceRequired
- FieldRequired
- ValueRequired
Action
Search
Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
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- Which Tag?
  If left blank, we'll trigger on every tag.
Trigger
Instant
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New Conversation
Triggers when a new conversation is created by a user in Intercom.
Trigger
Instant
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New Company
Triggers when a new Company is created.
Trigger
Instant
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- Which Tag?
  If left blank, we'll trigger on every tag.
Trigger
Instant
Try It
- EmailRequired
  The email address of the user you wish to add a note to.
- Note TextRequired
Action
Write
- From EmailRequired
- Message BodyRequired
Action
Write
- LeadRequired
  Specify the lead you would like to tag or untag.
- Tag NameRequired
  Attach a tag to a specific lead.
- Untag?
  If Yes is selected, the tag will be removed from the Lead.
Action
Write
- CompanyRequired
- Monthly Revenue
  How much revenue the company generates for your business each month.
- Plan
  The name of the plan you have associated with the company.
- Custom Attributes
  Key/value pairs containing any other data about the user you want Intercom to store.
  Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
Action
Write
- Lookup EmailRequired
  We will use this email and the User ID below, if provided, to look up the user in Intercom.io and update information from the fields below. If both email and User ID are provided, both must match an existing record for it to be found. If the user does not exist yet, we will create the user.
- Full Name
- User ID
  A unique string identifier for the user. If provided, used as part of the search for existing users. If the User ID does not match the existing record with the email address specified above, a new user record will be created.
- Company
  Associates the user with a company in Intercom.
- Unsubscribed From Emails
- Phone Number
  The phone number of the user.
- Created At
  If you want the current datetime to be used, try entering "now".
- IP Address
  An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
- Custom Attributes
  Key/value pairs containing any other data about the user you want Intercom to store.
  Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
Action
Write
- Api Docs Info
  API docs for Intercom are located here https://developers.intercom.com/reference
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Search ModeRequired
  Which value would you like to search by? You can use an ID, Email, or User ID (which returns the most recent result).
- Search ValueRequired
  Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
Action
Search
- Company NameRequired
  Enter the name of the company you're trying to find.
- Monthly Revenue
  How much revenue the company generates for your business each month.
- Plan
  The name of the plan you have associated with the company.
- Custom Attributes
  Key/value pairs containing any other data about the user you want Intercom to store.
  Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
Action
Search or write
- Search ModeRequired
  Which value would you like to search by? You can use an ID, Email, or User ID (which returns the most recent result).
- Search ValueRequired
  Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
- Lead ID
  The "ID" value from a previous search step. If no ID is provided, a new Lead will be created. (Note: this is different from the "user_id" value).
- Full Name
- Email
  The email you want to assign to the lead.
- Phone Number
  The phone number you want to assign the lead.
- Unsubscribed From Emails
- Created At
  If you want the current datetime to be used, try entering "now".
- IP Address
  An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
- Custom Attributes
  Key/value pairs containing any other data about the user you want Intercom to store.
  Field names must not contain Periods (‘.’) or Dollar (‘$’) characters. .
Action
Search or write

- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
Action
Write
- Api Docs Info
  API docs for ClickUp are located here https://clickup.com/api
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Task IDRequired
- Use Custom ID?
- Include Subtasks?
Action
Search
Lead Added Email
Triggers when a Lead enters an email address.
Trigger
Instant
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New Lead
Triggers when a new Lead is created.
Trigger
Instant
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- Which Tag?
  If left blank, we'll trigger on every tag.
Trigger
Instant
Try It
New Closed Conversation
Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Instant
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New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Trigger
Instant
Try It
- EmailRequired
- Event NameRequired
  The name of the event that occurred. This is presented to your App’s admins when filtering and creating segments. For example, updated-plan.
- Metadata
  Limited to max 5 key/value pairs.
Action
Write
- CompanyRequired
  Select a company to tag. You can also select Custom Value from the dropdown to search for a company by the Company ID.
- Tag NameRequired
  You can also select Custom Value from the dropdown and add a tag name. If a tag with a matching name doesn't exist, a new one will be created automatically.
- Untag?
  If Yes is selected, the tag will be removed from the Company.
Action
Write
- EmailRequired
  Specify the user you would like to tag or untag.
- Tag NameRequired
  You can also select Custom Value from the dropdown and add a tag name. If a tag with a matching name doesn't exist, a new one will be created automatically.
- Untag?
  If Yes is selected, the tag will be removed from the User.
Action
Write
- Lead ID
  The "ID" value from a previous search step. If no ID is provided, a new Lead will be created. (Note: this is different from the "user_id" value).
- Full Name
- Email
  The email you want to assign to the lead.
- Phone Number
  The phone number you want to assign the lead.
- Unsubscribed From Emails
- Created At
  If you want the current datetime to be used, try entering "now".
- IP Address
  An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
- Custom Attributes
  Key/value pairs containing any other data about the user you want Intercom to store.
  Field names must not contain Periods (‘.’) or Dollar (‘$’) characters. .
Action
Write
- EmailRequired
- Custom Attributes
  Key/value pairs containing any other data about the user you want Intercom to store.
- Created At
  If you want the current datetime to be used, try entering "now".
- User ID
  A unique string identifier for the user.
- Full Name
- IP Address
  An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
Action
Write
- Search ModeRequired
  Which value would you like to search by? You can use the company Name or Company ID (which returns the most recent result).
- Search ValueRequired
  Put your desired search value here. (e.g. If it's the company name, make sure the Search Mode is set to name)..
Action
Search
- Search ModeRequired
  Which value would you like to search by? You can use an Email, ID, or User ID (which returns the most recent result).
- Search ValueRequired
  Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
Action
Search
- Search ModeRequired
  Which value would you like to search by? You can use the company Name or Company ID (which returns the most recent result).
- Search ValueRequired
  Put your desired search value here. (e.g. If it's the company name, make sure the Search Mode is set to name)..
- Company NameRequired
- Monthly Revenue
  How much revenue the company generates for your business each month.
- Plan
  The name of the plan you have associated with the company.
- Custom Attributes
  Key/value pairs containing any other data about the user you want Intercom to store.
  Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
Action
Search or write

How ClickUp + Intercom Integrations Work

Step 1: Authenticate ClickUp and Intercom.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect ClickUp + Intercom

About ClickUp

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

Related categories

Project Management

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About Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.

Related categories

Customer Support

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ClickUp + Intercom Integrations

How to connect ClickUp + Intercom

Create new ClickUp tasks when leads become users in Intercom

Create ClickUp tasks for newly tagged Intercom users

Update Intercom leads with tags when ClickUp tasks change

Create and update Intercom leads from new ClickUp lists

Create or update Intercom users when new ClickUp folders are added

Create task comments in ClickUp when new users join in Intercom

Update ClickUp tasks when new tags are added to Intercom conversations

Create tasks in ClickUp for newly tagged Intercom conversations

Create new ClickUp tasks when leads become users in Intercom

Create ClickUp tasks for newly tagged Intercom users

Update Intercom leads with tags when ClickUp tasks change

Create and update Intercom leads from new ClickUp lists

Create or update Intercom users when new ClickUp folders are added

Create task comments in ClickUp when new users join in Intercom

Update ClickUp tasks when new tags are added to Intercom conversations

Create tasks in ClickUp for newly tagged Intercom conversations

Connect your apps and automate workflows

New Folder

New Task

WorkspaceRequired

New Checklist

WorkspaceRequired

Checklist NameRequired

Checklist ItemRequired

Create List

WorkspaceRequired

List NameRequired

Time Tracked

WorkspaceRequired

StartRequired

EndRequired

Create Subtask

WorkspaceRequired

Task NameRequired

Task Description

Assignee Emails

Priority

Due Date

Start Date

Update Task

WorkspaceRequired

Find Task by Custom Fields

Find User by Name or Email

WorkspaceRequired

FieldRequired

ValueRequired

Lead Converted to User

Tag Added to Lead

Which Tag?

New Conversation

New Company

Tag Added to User

Which Tag?

Add Note

EmailRequired

Note TextRequired

Send Incoming Message

From EmailRequired

Message BodyRequired

Add/Remove Tag on Lead

LeadRequired

Tag NameRequired

Untag?

Update Company

CompanyRequired

Monthly Revenue

Plan

Custom Attributes

Create/Update User

Lookup EmailRequired

Full Name

User ID

Company

Unsubscribed From Emails

Phone Number

Created At

IP Address

Custom Attributes