ClickUp + Copilot CRM

Create tasks in ClickUp for new to-dos in Copilot CRM

Stay organized and on top of your tasks effortlessly with this integration. Whenever you add a new To-Do in your Copilot CRM, it will instantly create a corresponding task in ClickUp. This ensures your tasks are always updated and aligned across both platforms, promoting productivity and efficient task management.

Stay organized and on top of your tasks effortlessly with this integration. Whenever you add a new To-Do in your Copilot CRM, it will instantly create a corresponding task in ClickUp. This ensures your tasks are always updated and aligned across both platforms, promoting productivity and efficient task management.

  1. When this happens...
    Copilot CRMCopilot CRM
    New To-Do

    Triggers when a new to-do is added.

    TriggerPolling
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

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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

  • Project Management

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About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

Related categories

  • Sales & CRM