Integrate ClickUp with Customerly

Appy Pie Connect allows you to automate multiple workflows between ClickUp and Customerly

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About ClickUp

ClickUp is a cloud-based collaboration and project management platform that allows you to manage your work and personal tasks in an efficient way. From assigning tasks, to holding discussions, to creating milestones and tracking timesheets for individual or shared projects, ClickUp delivers the right features in an intuitive interface.

About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Want to explore ClickUp + Customerly quick connects for faster integration? Here’s our list of the best ClickUp + Customerly quick connects.

Explore quick connects
Connect ClickUp + Customerly in easier way

It's easy to connect ClickUp + Customerly without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Folder

    Triggers when new folders are created.

  • New List

    Triggers when new lists are created.

  • New Task

    Triggers when tasks are added.

  • Updated Task

    Triggers when tasks updated.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Actions
  • Create Folder

    To Creates a new folder

  • Create List

    Creates a new list

  • Create Subtask

    Creates a new subtask

  • Create Task

    Creates a new task.

  • New Checklist

    Add a checklist to a task

  • Post a Task Comment

    Post a comment to a task

  • Update Task

    Updates an existing task.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How ClickUp & Customerly Integrations Work

  1. Step 1: Choose ClickUp as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Customerly as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from ClickUp to Customerly .

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of ClickUp and Customerly


ClickUp is an all-in-one sales and marketing platform designed to help businesses manage their entire customer lifecycle from lead generation through nurturing, tracking, and sales. ClickUp has a variety of features that allow users to see all of their customer information and allows them to easily track their leads. ClickUp integrates with Salesforce, Google Analytics, and MailChimp and includes features such as social media integration, email marketing, blog management, and web forms.

Customerly?Customerly is a web-based platform that allows users to create responsive landing pages for advertising purposes. These landing pages are customizable and can be branded with a business logo or other distinctive design elements. Customerly also incorporates social media into its advertising campaigns by allowing users to share their landing pages on sites like Facebook and Twitter. Customerly offers different plans with varying features and pricing options.

Integration of ClickUp and CustomerlyThe integration between ClickUp and Customerly allows users of both platforms to create a more cohesive online advertising campaign. The first benefit of the integration is the ability to sync Customerly landing pages with ClickUp contact records. This allows users to create targeted ads that include information from the lead record in the ad itself. Users can also see analytics for their landing pages and monitor how many people are viewing their site, where they are located, and which part of the page they are viewing.

Benefits of Integration of ClickUp and Customerly

The benefits of the integration between ClickUp and Customerly include the fplowing.

  • Ability to use social media for online advertising
  • Ability to create landing pages
  • Ability to see analytics for landing pages
  • Ability to track success of landing page campaigns
  • Ability to target specific geographic areas
  • Ability to target specific demographics using demographic information from ClickUp

The process to integrate ClickUp and Customerly may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm