Integrate Gro CRM with ClickUp
Send information between Gro CRM and ClickUp automatically, without writing any code, using Zoho Flow.
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Set up tasks in ClickUp when new tasks are initiated in Gro CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in ClickUp whenever a new task is initiated in Gro CRM.
How it works
- The flow triggers when a new task is created in Gro CRM.
- Zoho Flow creates a new task under the selected list in ClickUp.
Set up tasks in ClickUp when new tasks are initiated in Gro CRM
Gro CRM + ClickUp
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Supported triggers and actions
Integrate Gro CRM and ClickUp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New task
Triggers when a new task is created
New user
Triggers when a new user is added
New deal
Triggers when a new deal is created
List created
Triggers when a new list is created
Task status updated
Triggers when the status of a task in the selected space is updated
Task moved
Triggers when a task is moved in the selected space
Time entry created
Triggers when a new time entry is created
List updated
Triggers when any detail of an existing list is updated
Task created
Triggers when a new task is created
Folder created
Triggers when a new folder is created
Task updated
Triggers when any detail of a task in the selected space is updated
Folder updated
Triggers when any detail of an existing folder is updated
All Actions - Actions are the automated tasks
Create account
Creates a new account
Create contact
Creates a new contact
Fetch time zone
Fetches the details of a time zone by name
Fetch contact
Fetches the details of an existing contact by email or name
Fetch currency
Fetches the details of a currency by name
Fetch contact type
Fetches the details of an existing contact type by name
Fetch country
Fetches the details of a country by name
Fetch user
Fetches the details of an existing user by email
Create task
Creates a new task under the selected list
Create task using template
Creates a new task using an existing template
Add comment
Adds a comment to the specified task
Create list
Creates a new list
Create subtask
Creates a new subtask under the specified task
Create checklist
Creates a checklist for the specified task
Create folder
Creates a new folder
Update task custom field
Updates the details of an existing task custom field
Update task
Updates the details of the specified task
Update list
Updates the details of the specified list
Fetch task
Fetches the details of an existing task by ID and custom fields
What is Gro CRM?
Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.
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What is ClickUp?
ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.
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Webhook triggers
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Logic
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Custom functions
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CEO, Lakeside CNC Group
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