ClickUp + Zoho CRM

Update ClickUp tasks when new Zoho CRM module entries are created

Efficiently manage your tasks with this workflow that connects Zoho CRM and ClickUp. When a new module entry is added in Zoho CRM, this automation updates the corresponding task in ClickUp, ensuring your project progress stays on track and up-to-date. Save time and improve collaboration between your CRM and project management tools with this seamless connection.

Efficiently manage your tasks with this workflow that connects Zoho CRM and ClickUp. When a new module entry is added in Zoho CRM, this automation updates the corresponding task in ClickUp, ensuring your project progress stays on track and up-to-date. Save time and improve collaboration between your CRM and project management tools with this seamless connection.

  1. When this happens...
    Zoho CRMZoho CRM
    New Module Entry

    Triggers instantaneously when any entry is created in the specified module.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Update Task

    Updates an existing task.

    ActionWrite
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Supported triggers and actions

  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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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

  • Project Management

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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