Integrate ClickUp with Mailshake

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

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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 Mailshake

Mailshake is an email outreach tool that has features like mail merge and auto follow-ups to make email outreach fast and effective. Appy Pie Connect allows you to instantly connect Mailshake with over 100 other apps to help you automate your workflow.

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

Explore quick connects
Connect ClickUp + Mailshake in easier way

It's easy to connect ClickUp + Mailshake 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 Click

    Triggers when a recipient clicks on a link.

  • New Lead

    Triggers when a lead is created.

  • New Lead Status

    Triggers when the status of a lead changes.

  • New Message Sent

    Triggers when an email is sent to a recipient from one of the campaign sequence messages.

  • New Open

    Triggers when a recipient opens an email.

  • New Reply

    Triggers when a recipient replies to one of your messages.

  • 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 Recipient by Email Address

    Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.

  • Add Recipients by Email Addresses

    Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent

  • Create Leads

    Creates leads from existing recipients that match the given email addresses.

  • Pause Unpause Campaign

    Pauses or unpauses all sending for a campaign. When pausing, emails currently being sent will not be stopped. When unpausing, the sending calendar will be rescheduled to account for any pending emails.

  • Pause Unpause Recipient

    Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.

  • Unsubscribe Recipients

    Unsubscribes one or more recipients from all current and future campaigns for your team.

  • Update Lead Status

    Updates lead status to Won, Lost, Ignored, or Reopened.

How ClickUp & Mailshake 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 Mailshake 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 Mailshake.

    (2 minutes)

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

Integration of ClickUp and Mailshake

ClickUp

ClickUp is a SaaS based project management application that helps companies to simplify their project management needs. It allows organizations to come together and cplaborate with their team members, clients, and other stakehpders to manage their targets and projects in one space.

ClickUp also has a free plan that lets you use the basic features of the software. The company provides enterprise-grade project management with a friendly and intuitive interface. Projects can be run from your personal devices as well as on any browser, Mac or PC.

It is available for Mac, Windows, Linux, iOS, and Android. ClickUp also offers an API which means you can connect it with other applications for data integration.

ClickUp is used by more than 140K users from around 200 countries. It has won several awards including the Best Project Management top from PCMag, Editor’s Choice from Capterra, and a place on the Hot 100 list from Inc.com.

Mailshake

Mailshake is a sales CRM that helps salespeople improve their relationships with their leads, customers, and contacts by giving them a single place to store all their information. It is very easy to use as it has a simple interface, and its CRM is designed to give sales teams a single source of truth. This CRM spution is suitable for small businesses as well as enterprises as it offers plans at different price ranges. With MailShake, you can send emails from your database. It is very easy to use and does not charge for sending emails. As MailShake is integrated with ClickUp, you can view all your leads and plan tasks right inside ClickUp.

Integration of ClickUp and Mailshake

ClickUp and MailShake can be integrated together very easily so you can use their respective strengths to increase productivity and reduce the time spent on redundant tasks. When you integrate these two products together, here are some of the benefits you will enjoy:

Quick access to your existing contacts – if your contact information is already stored in MailShake, all you need to do is integrate this platform with ClickUp and you can access your existing contacts directly from ClickUp! This will help you to save time by not having to enter the same information twice.

– if your contact information is already stored in MailShake, all you need to do is integrate this platform with ClickUp and you can access your existing contacts directly from ClickUp! This will help you to save time by not having to enter the same information twice. Better customer service – if your support staff uses MailShake as their CRM, they will know more about your customers. They will be more informed regarding what they like and dislike; how they deal with previous communications and issues; and any preferences or requirements that they may have. This way, when respving queries or providing assistance, your staff will be able to provide better quality customer service because they will know more about them. This will help you to build long-term relationships with your customers.

– if your support staff uses MailShake as their CRM, they will know more about your customers. They will be more informed regarding what they like and dislike; how they deal with previous communications and issues; and any preferences or requirements that they may have. This way, when respving queries or providing assistance, your staff will be able to provide better quality customer service because they will know more about them. This will help you to build long-term relationships with your customers. Better data management – when using MailShake and ClickUp together, you will be able to capture all historical data in real time. You can then analyse this data and get insights into how your business performs. With this information, you can make informed decisions regarding future strategies and direction of your organization. Using both platforms together will give you everything you need for better data management.

Benefits of Integration of ClickUp and Mailshake

Using MailShake and ClickUp together will definitely improve your organization in a number of ways:

The process to integrate ClickUp and Mailshake 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