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ClickUp + Intercom

Create new ClickUp tasks when leads become users in Intercom

Trying to extract as much value from new users as possible? Using this Intercom-ClickUp integration, every time a lead becomes a new user in Intercom, a task will be created in ClickUp, giving you an easy place to record client details and ensure they are addressed in full!

Trying to extract as much value from new users as possible? Using this Intercom-ClickUp integration, every time a lead becomes a new user in Intercom, a task will be created in ClickUp, giving you an easy place to record client details and ensure they are addressed in full!

  1. When this happens...
    IntercomIntercom
    Lead Converted to User

    Triggers when a lead converts to a user.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Intercom triggers, actions, and search

    Lead Added Email

    Triggers when a Lead enters an email address.

    Trigger
    Instant
    Try It
    • Which Tag?

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    Lead Converted to User

    Triggers when a lead converts to a user.

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    Contact Replied

    Triggers when a Contact replies to a Conversation in Intercom.

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    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
    Try It
  • Intercom triggers, actions, and search

    New Conversation

    Triggers when a new Conversation is created by a User in Intercom.

    Trigger
    Instant
    Try It
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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Related categories

  • Project Management

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intercom logo
intercom logo

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.

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