Connect ClickUp and Intercom to power AI-driven automation

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Start with a template that brings ClickUp and Intercom together. Build enterprise-grade automation in minutes.

Our most popular template

Create tasks in ClickUp for new tickets in Intercom
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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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ClickUp + Intercom
Manage task changes in ClickUp by adding or removing tags on users in Intercom
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ClickUp + Intercom
Create tasks in ClickUp for new conversations in Intercom
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Intercom + ClickUp

Create tasks in ClickUp for new tickets in Intercom

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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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ClickUp + Intercom

Manage task changes in ClickUp by adding or removing tags on users in Intercom

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ClickUp + Intercom

Create tasks in ClickUp for new conversations in Intercom

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Intercom + ClickUp

Send incoming messages in Intercom when task changes occur in ClickUp
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ClickUp + Intercom
Create tasks in ClickUp when new tags are added to users in Intercom
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Intercom + ClickUp

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate ClickUp with Intercom - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 Note" in Intercom.

You’re connected!

Zapier seamlessly connects ClickUp and Intercom, 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.

- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write

- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
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?
Trigger
Instant
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New AI Summary
Triggers when an AI-generated summary is created for a conversation in Intercom.
Trigger
Instant
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New Company
Triggers when a new Company is created.
Trigger
Instant
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New Ticket
Triggers when a new Ticket is created in Intercom.
Trigger
Instant
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- Tag
Trigger
Instant
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Updated Contact
Triggers when a Contact is updated in Intercom.
Trigger
Instant
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- Which Tag?
Trigger
Instant
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- Email
  Required
- Note Text
  Required
Action
Write
- Title
  Required
- Description
- Body
- Author
  Required
- State
- Parent Collection
Action
Write
- Event name
  Required
- Created at
- Contact identifier type
  Required
- Metadata
Action
Write
- Ticket type
  Required
- Contact ID
  Required
- Company ID
Action
Write
- Conversation ID
  Required
- Reply Type
  Required
- Reply Body
  Required
- Attachments
Action
Write
- From
  Required
- To
  Required
- Message Type
  Required
- Body
  Required
- Subject
- Template
- Create Conversation Without Contact Reply?
Action
Write
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Write
- Lookup Email
  Required
- Full Name
- User ID
- Company ID
- Unsubscribed From Emails
- Phone Number
- Created At
- IP Address
- Custom Attributes
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Field
  Required
- Match Type
  Required
- Conversation Status
- Updated After
- Updated Before
Action
Search
- Search Field
  Required
- Match Type
  Required
- Ticket State
- Updated After
- Updated Before
Action
Search
- Conversation ID
  Required
Action
Search
- Search Mode
  Required
- Search Value
  Required
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Search or write

- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search
Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
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Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Trigger
Instant
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New Conversation Rating
Triggers when a conversation receives a rating.
Trigger
Instant
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- Message body format
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 User
Triggers when a new User is created.
Trigger
Instant
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Updated Company
Triggers when a company is updated.
Trigger
Instant
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- Updates
  Required
- Update sample
Trigger
Instant
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New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Trigger
Instant
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- Contact identifier type
  Required
- Tag selection method
Action
Write
- Contact Type
  Required
- Message Body
  Required
Action
Write
- User Association Note
- Company
  Required
- Warning
- Name
- Website
- Size
- Monthly Revenue
- Plan
- Industry
- Custom Attributes
Action
Write
- Contact identifier type
  Required
- Tag
  Required
Action
Write
- Contact Identifier
- Message Body
  Required
Action
Write
- Company
  Required
- Tag Name
  Required
- Untag?
Action
Write
- Ticket
  Required
- Title
- Description
- State
- Is Open
- Snoozed Until
- Assigned Admin
- Assigned Team
Action
Write
- Email
  Required
- Custom Attributes
- Created At
- User ID
- Full Name
- IP Address
Action
Write
- Search Mode
- Search Value
Action
Search
- Search Mode
  Required
- Search Value
  Required
Action
Search
- Search Mode
  Required
- Search Value
  Required
Action
Search
- Search Mode
- Search Value
- User Association Note
- Company Name
  Required
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write

For AI agents & developers

Use ClickUp and Intercom with AI agents and code

Beyond Zap workflows. Call ClickUp and Intercom 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 Intercom 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 Note

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger ClickUp and Intercom actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* clickup / intercom action */ });

Run the SDK docs

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.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use ClickUp and Intercom

Track customer feedback with ClickUp and Intercom.

When a customer tags their Intercom conversation with feedback, Zapier creates a detailed task in ClickUp. This helps business owners monitor customer sentiment closely and make data-driven decisions.

Business Owner

Try it

Link Intercom conversations to ClickUp tasks.

When a new conversation begins in Intercom, Zapier creates a task in ClickUp, ensuring support issues are tracked and prioritized. This automation simplifies task management and keeps nothing from slipping through the cracks.

Customer Support Ops

Try it

Link Intercom lead submissions to ClickUp tasks.

When a new lead is created in Intercom, Zapier sets up a task in ClickUp for the marketing team. This reduces manual data entry and ensures quick follow-up, improving lead conversion rates.

Marketing & Marketing Ops

Try it

Learn how to automate ClickUp on the Zapier blog

Learn how to automate Intercom on the Zapier blog

Make work flow with AI

Level up your ClickUp to Intercom integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about ClickUp + Intercom integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and Intercom

How do I set up the integration between ClickUp and Intercom?

To set up the integration, visit our integration page, select ClickUp as the action app and Intercom as the trigger app. Follow the prompts to connect your accounts and configure the desired triggers like new conversation or user tag in Intercom.

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn moreLearn moreHelpHelp

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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.

Learn moreLearn moreHelpHelp

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Connect ClickUp and Intercom to power AI-driven automation

Launch your first automated workflow

Create tasks in ClickUp for new tickets in Intercom

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

Manage task changes in ClickUp by adding or removing tags on users in Intercom

Create tasks in ClickUp for new conversations in Intercom

Create tasks in ClickUp for new tickets in Intercom

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

Manage task changes in ClickUp by adding or removing tags on users in Intercom

Create tasks in ClickUp for new conversations in Intercom

Send incoming messages in Intercom when task changes occur in ClickUp

Create tasks in ClickUp when new tags are added to users in Intercom

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use ClickUp and Intercom with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use ClickUp and Intercom

Track customer feedback with ClickUp and Intercom.

Link Intercom conversations to ClickUp tasks.

Link Intercom lead submissions to ClickUp tasks.

Learn how to automate ClickUp on the Zapier blog

Automate project communication with ClickUp and Gmail

5 ways to automate ClickUp with Zapier

Learn how to automate Intercom on the Zapier blog

6 ways to automate Intercom with Zapier

Make work flow with AI

Frequently Asked Questions about ClickUp + Intercom integrations

Connect ClickUp to Intercom on the world's largest no-code automation platform