Integrate ClickUp with Zendesk Sell

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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 Zendesk Sell

Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.

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

Explore quick connects
Connect ClickUp + Zendesk Sell in easier way

It's easy to connect ClickUp + Zendesk Sell 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.

  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal is updated.

  • 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.

  • Create Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create and Update Contact

    Create and Update Contact

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

How ClickUp & Zendesk Sell 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 Zendesk Sell 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 Zendesk Sell.

    (2 minutes)

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

Integration of ClickUp and Zendesk Sell


ClickUp is a project management and cplaboration software that helps business users, small and large, work together and get stuff done (Fast Company. It was founded by Yevgeniy (Yevgeney. Kovyrin and Vladimir (Vladimir. Pokhilenko in 2013. Initially, the CTO of the company, Kovyrin, had found Zendesk products to be useful, but they were too simple for his needs (Kovyrin. So he came up with the idea of creating a software with the power and versatility of Zendesk but with more capabilities. As a result, ClickUp was born.

Zendesk Sell

Zendesk Sell is a platform that allows small and medium-sized businesses to sell and market their products using the same tops they use to communicate with their customers (Zendesk. The platform allows users to create customized emails easily and quickly without having to call or email customer service. It also enables you to store all of your customer data so that you can see what your customers have purchased and who they are. To use this top, you must have an existing Zendesk account. According to Zendesk’s website, “if you have a Zendesk account, getting started is quick and easy. If you do not have a Zendesk account, no problem! You can sign up for both accounts in just a few minutes” (Zendesk.

Integration of ClickUp and Zendesk Sell

Integrating ClickUp and Zendesk Sell was a great idea. Once compiled into one program, it would help businesses manage their projects while also helping them make sales. The two programs are similar in many ways because they are both dashboard platforms that track projects and tasks. However, unlike ClickUp, Zendesk Sell has more features. Also, while ClickUp is more focused on project management, Zendesk Sell is more focused on marketing to customers. Therefore, integrating them would make sense because they fill each other’s weaknesses. By using the two programs together, businesses will be able to create customized emails easier while keeping track of customers’ purchase history. Each time customers buy something, they would be reminded of what they bought previously so that they don’t buy the same thing again.

Benefits of Integration of ClickUp and Zendesk Sell

The integration of ClickUp and Zendesk Sell has several benefits for businesses. First off, it will allow businesses to manage their projects effectively by generating reports about how much progress has been made on certain projects and by seeing what the next steps are for specific projects. This will help businesses decide whether or not they should spend money on certain projects based on how well the project is going. Also, the integration will allow companies to reach out to their customers more effectively by sending out mailings to existing customers when they make purchases. Second, it will help businesses grow their customer base by reminding customers of past purchases through emails. Sending these emails will let customers know what they can expect in the future when they make purchases from the company again. Third, it will help businesses take time off by allowing employees to work on projects while also working on other projects at the same time. All in all, the integration of these two programs will help improve the efficiency of businesses across the board.

The process to integrate ClickUp and Zendesk Sell 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