ClickUp via Zapier integration connects Kommo with your task management system, giving your team seamless handoffs between sales and project execution. From lead follow-ups to onboarding checklists, this integration ensures that nothing slips through the cracks once a lead is in motion.
Discover smart ways to connect your CRM and task workflows so your team status is organized, sharp, and focused:
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Automatic task creation: Instantly generate ClickUp tasks when new leads are created in Kommo.
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Real-time workflow syncing: Keep ClickUp and Kommo aligned with live updates when leads move stages or change owners.
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Custom onboarding checklists: Trigger ClickUp templates when a lead is marked “Won” to kick off fulfilment or onboarding.
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Team collaboration alignment: Ensure that sales, onboarding, and customer success teams are all working from the same task stream.
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Reduced manual effort: Eliminate repetitive task setup with smart automation that handles the routine admin work for you.
This connection bridges the gap between sales and delivery, ensuring that nothing slips through the cracks after the lead is closed. With Kommo’s visual pipeline, automation tools, and omnichannel communication, your team stays aligned from the first contact to the final delivery, all in one streamlined platform.
Now, you can automatically convert closed leads into structured projects with synced tasks, checklists, and deadlines.
To use ClickUp with Zapier, first add Kommo to your Zapier account; then, you're ready to follow these steps.
- Go to Zapier to create a new Zap.
- Add a connection in the Apps section.
- Create a new Zap and add ClickUp there.
- Map your Kommo data into ClickUp task fields.
That’s it, your sales and task workflows are now perfectly in sync 🔗. Visit our setup guide to learn more about this integration.
