Connect ClickUp and Instantly to unlock the power of automation
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Set up your first integration
Quickly connect ClickUp to Instantly with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ClickUp with Instantly - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from ClickUp.
Add your action
An action happens after the trigger—such as "Add Tags to Accounts" in Instantly.
You’re connected!
Zapier seamlessly connects ClickUp and Instantly, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- WorkspaceRequired
Try ItTriggerInstant- WorkspaceRequired
Try ItTriggerInstant- WorkspaceRequired
Try ItTriggerInstant- Task
- Include subtask?
- Fetch task data?
Try ItTriggerInstant
- Reaction(s)
- WorkspaceRequired
Try ItTriggerInstant- WorkspaceRequired
Try ItTriggerInstant- WorkspaceRequired
Try ItTriggerInstant- Reaction(s)
- WorkspaceRequired
Try ItTriggerInstant
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Practical ways you can use ClickUp and Instantly
Track client engagement in project management.
When a lead replies to an Instantly campaign, Zapier automatically creates a task in ClickUp. This allows business owners to integrate their outreach efforts into their project management tool and ensure no potential client interaction is missed. The process saves time and enhances client relationship tracking.
Business OwnerSync outreach activity for campaign planning.
When activity is detected in an Instantly workspace (e.g., email opens, replies, etc.), Zapier updates a relevant custom field in ClickUp. This keeps marketing teams informed about the effectiveness of their campaigns, helping them pivot strategies in real-time and drive outreach performance metrics.
Marketing & Marketing OpsOptimize lead assignment workflow.
Whenever a new task is created in ClickUp as part of a lead engagement, Zapier updates the lead's status in Instantly. This ensures consistent data alignment between the task management and outreach platforms, improving team efficiency and ensuring no lead goes unaddressed.
Sales OpsLearn how to automate ClickUp on the Zapier blog
Learn how to automate Instantly on the Zapier blog
Frequently Asked Questions about ClickUp + Instantly integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and Instantly
How do I set up a ClickUp and Instantly integration?
To set up a ClickUp and Instantly integration, you can use our platform to connect the two apps. Begin by selecting ClickUp as your trigger app and choosing an event such as 'New Task' or 'Task Completed.' Then, select Instantly as your action app and choose what action should be performed when the trigger event occurs.
What triggers are available for ClickUp in this integration?
In our ClickUp and Instantly integration, available triggers include 'New Task,' 'Task Updated,' 'Task Completed,' and more. These triggers allow actions in Instantly whenever specific events occur in ClickUp.
What actions can I automate in Instantly via this integration?
With the ClickUp and Instantly integration, you can automate actions such as sending an email campaign, adding a contact to an email sequence, or stopping a current campaign based on specific triggers from ClickUp.
Can I customize the data sent from ClickUp to Instantly?
Yes, you can customize the data sent from ClickUp to Instantly by mapping the fields between both apps during setup. This ensures that only relevant information is transferred according to your requirements.
Is it possible to set conditions for my automated workflows from ClickUp to Instantly?
Yes, our platform allows you to set conditions within your workflows. You can specify conditions that must be met for actions in Instantly to occur based on triggers from ClickUp activities.
How often does the integration check for new data between ClickUp and Instantly?
The frequency of data checks between ClickUp and Instantly varies depending on your plan. However, typically checks are conducted every few minutes to ensure your workflows are updated promptly.
What should I do if my integration between ClickUp and Instantly doesn't trigger as expected?
If your integration doesn't trigger as expected, first verify that all settings are correctly configured. Ensure that selected triggers have occurred in ClickUp. If issues persist, review our troubleshooting guide or contact support for assistance.
