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Customerly + ClickUp Integrations

How to connect Customerly + ClickUp

Zapier lets you send info between Customerly and ClickUp automatically—no code required.

When this happens...
CustomerlyCustomerly
Lead Converted to User

Triggers when a lead has been converted to user.

automatically do this!
CustomerlyCustomerly
Add User Tag

Attach a tag to an existing user or lead.

Supported triggers and actions

What does this mean?

How Customerly + ClickUp Integrations Work

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

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Related categories

Customer Support
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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.
Learn More

Related categories

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