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ConvertKit + ClickUp Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About ConvertKit

ConvertKit is an email marketing platform that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages and so on.

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.

ClickUp Integrations
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Best ways to Integrate ConvertKit + ClickUp

  • ConvertKit ClickUp

    ConvertKit + ClickUp

    Post a Task Comment in ClickUp when New Subscriber is created in ConvertKit Read More...
    Close
    When this happens...
    ConvertKit New Subscriber
     
    Then do this...
    ClickUp Post a Task Comment
  • ConvertKit ClickUp

    ConvertKit + ClickUp

    Create Folder to ClickUp from New Subscriber in ConvertKit Read More...
    Close
    When this happens...
    ConvertKit New Subscriber
     
    Then do this...
    ClickUp Create Folder
  • ConvertKit ClickUp

    ConvertKit + ClickUp

    Create List to ClickUp from New Subscriber in ConvertKit Read More...
    Close
    When this happens...
    ConvertKit New Subscriber
     
    Then do this...
    ClickUp Create List
  • ConvertKit ClickUp

    ConvertKit + ClickUp

    Create Task to ClickUp from New Subscriber in ConvertKit Read More...
    Close
    When this happens...
    ConvertKit New Subscriber
     
    Then do this...
    ClickUp Create Task
  • ConvertKit ClickUp

    ConvertKit + ClickUp

    Create Subtask to ClickUp from New Subscriber in ConvertKit Read More...
    Close
    When this happens...
    ConvertKit New Subscriber
     
    Then do this...
    ClickUp Create Subtask
  • ConvertKit {{item.actionAppName}}

    ConvertKit + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect ConvertKit + ClickUp in easier way

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

    Triggers
  • New Form Subscriber

    Triggers when a subscription occurs on a specific form.

  • New Purchase

    Triggers when a new purchase is added to your account.

  • New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

  • New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

  • 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.

    Actions
  • Add Subscriber to Form

    Subscribe someone to a specific form.

  • Add Tag to Subscriber

    Add a subscriber to a specific tag.

  • Create or Update Purchase

    Adds a purchase to a subscriber, or updates an existing purchase.

  • Remove Tag From Subscriber

    Remove a specific tag from a subscriber if they have it.

  • 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.

How ConvertKit & ClickUp Integrations Work

  1. Step 1: Choose ConvertKit 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 ClickUp 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 ConvertKit to ClickUp.

    (2 minutes)

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

Integration of ConvertKit and ClickUp

ConvertKit?

ConvertKit is a powerful email marketing platform for bloggers and authors. It’s ideal for those with a large subscriber base looking to implement automated workflows and segmentation, or those who have created a product and want a simple e-commerce spution to sell through their email list.

ClickUp?

ClickUp is a web app that lets you easily manage projects, assign tasks, chat with your team, create checklists, track time and expenses, and much more. It’s available on Windows, Mac, iOS, and Android.

Integration of ConvertKit and ClickUp

This article will walk you through how to integrate your ClickUp account to your ConvertKit account. ConvertKit is a popular email service provider designed specifically for bloggers and authors. It’s great for those with a large email list interested in automating campaigns and segmenting outreach.

There are a number of ways to integrate your ClickUp account to your ConvertKit account. Here are a few sample scenarios:

  • Creating a new form within ClickUp and submitting it to your ConvertKit list (set up as subscribers. This is useful for capturing leads in ClickUp and then adding them to your subscriber list in ConvertKit. You can create an email campaign based on certain criteria in ClickUp as well.
  • Create a form within ConvertKit and submit it to a ClickUp list. This is useful for creating campaigns in ConvertKit and then sending the link out to a specific group of people by adding them as members in ClickUp.
  • Create an entire workflow within ClickUp and submit it to your ConvertKit list(s. This is useful for creating workflows within ClickUp and then sending the link out to a specific group of people by adding them as members in ConvertKit.
  • Create an entirely different workflow within ConvertKit and submit it to your ClickUp list(s. This is useful for creating different workflows within ConvertKit and then sending the link out to a specific group of people by adding them as members in ClickUp.
  • Submit both your ClickUp list(s. AND your ConvertKit list(s. to one another at the same time. This is useful for creating campaigns in both systems and letting the two systems send each other connections over time. For example, you will create MailChimp forms in both systems that will automatically add each other’s members as subscribers. This could be useful if you want to use both systems together, but don’t want to constantly send updates between the two systems. Instead, you would use this method to connect the two lists through an automated process which would then save you manually updating your lists all the time.

Benefits of Integration of ConvertKit and ClickUp

There are many benefits of integrating ConvertKit and ClickUp such as being able to automatically transfer contacts between the two platforms when they come from one or the other, send emails using both platforms simultaneously, or even creating a workflow that sends an email blast to all of the contacts in both platforms at once! Let’s walk through some of the most common integrations below. Here are some of the benefits of integrating ConvertKit into your workflow:

The ability to create workflows in ClickUp and make those workflows trigger emails in ConvertKit. For example, you can create workflows for certain stages of a projectfor example, “New Lead” or “Prospecting”and then trigger emails based on those workflows. This way, you can automate things like scheduling appointments or sending out information to new leads even if you’re not around! You can then set up rules in your email account that will allow you to automatically unsubscribe anyone who doesn’t convert after X amount of time (e.g., 60 days. The ability to create workflows in ConvertKit that trigger emails in ClickUp. For example, you can create workflows for certain stages of a project such as “New Lead”or “Prospecting”and then trigger emails based on those workflows. This way, you can automate things like scheduling appointments or sending out information to new leads even if you’re not around! The ability to integrate email marketing into your workflow management system. For example, let’s say you have multiple phases in your sales funnel for leads and prospects such as “prospecting”or “qualification”and “closing/customer service”. You can set up triggers in each stage that will send out emails based on certain conditions. For example, you can set up an email template for “prospecting”that says something like “It was nice speaking with you today. I think our products would be a great fit for your business! Please contact me via text or phone at…”and then set up triggers based on certain actions (e.g., If someone visits our website twice within five days without contacting us. Then, when that happens, another email will be sent saying something like “Hey John! I just wanted to fplow up on our conversation earlier this week about our product/service/whatever! We’ve been really happy with our customers so far, and we hope you consider working with us! Please contact me at…” The ability to send automated emails based on other events besides clickthroughs (like when someone enters/leaves a particular state or receives certain items. For example, you can set up an event that triggers when somebody gets added/removed from a list or clicks on/off a specific item in your inventory (e.g., click on iPhone X 256GB Black. Then, you can programmatically send emails based on these events without having to do anything manually! The ability to integrate email marketing into your workflow management system AND send automated emails based on other events besides clickthroughs (like when someone enters/leaves a particular state or receives certain items. For example, let’s say you have multiple phases in your sales funnel for leads and prospects such as “prospecting”or “qualification”and “closing/customer service”. You can set up triggers in each stage that will send out emails based on certain conditions (e.g., If someone visits our website twice within five days without contacting us. Then, when that happens, another email will be sent saying something like “Hey John! I just wanted to fplow up on our conversation earlier this week about our product/service/whatever! We’ve been really happy with our customers so far, and we hope you consider working with us! Please contact me at…” You can then set up rules in your email account that will allow you to automatically unsubscribe anyone who doesn’t convert after X number of days (e.g., 60 days. This way, you can automatically clean up your lists by removing people who never buy from you! The ability to create workflows that trigger emails based on specific events within ClickUp. For example, let’s say you have multiple phases in your sales funnel for leads and prospects such as “prospecting”or “qualification”and “closing/customer service”. You can set up triggers in each stage that will send out emails based on certain conditions (e.g., If someone visits our website twice within five days without contacting us. Then, when that happens, another email will be sent saying something like “Hey John! I just wanted to fplow up on our conversation earlier this week about our product/service/whatever! We’ve been really happy with our customers so far, and we hope you consider working with us! Please contact me at…” You can then set up rules in your email account that will allow you to automatically unsubscribe anyone who doesn’t convert after X number of days (e.g., 60 days. This way, you can automatically clean up your lists by removing people who never buy from you! The ability to create workflows that trigger emails based on specific events within ConvertKit. For example, let’s say you have multiple phases in your sales funnel for leads and prospects such as “prospecting”or “qualification”and “closing/customer service”. You can set up triggers in each stage that will send out emails based on certain conditions (e.g., If someone visits our website twice within five days without contacting us. Then, when that happens, another email will be

The process to integrate ConvertKit and ClickUp 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.