Connect ClickUp and Zoho CRM
Integrate ClickUp with Zoho CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a lead in Zoho CRM when When a new task is created in ClickUp
Create a Note in Zoho-crm when When a new task is created in ClickUp
Create a lead in Zoho CRM when When a new task is created in ClickUp
Search Lead in Zoho CRM when When a new task is created in ClickUp
Update Note in Lead in Zoho CRM when When a new task is created in ClickUp
Popular ClickUp + Zoho CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
ClickUp
When this happens...
When a new task is created
When a task is updated
Choose an action
Zoho CRM
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tags to Leads
Search Contact
Attach File to Record
Find Module
Create Record
Update a lead in Zoho CRM when When a new task is created in ClickUp
Use this flowCreate a Note in Zoho-crm when When a new task is created in ClickUp
Use this flowCreate a lead in Zoho CRM when When a new task is created in ClickUp
Use this flowSearch Lead in Zoho CRM when When a new task is created in ClickUp
Use this flowUpdate Note in Lead in Zoho CRM when When a new task is created in ClickUp
Use this flowAdd Tags to Leads in Zoho CRM when When a new task is created in ClickUp
Use this flowSearch Contact in Zoho CRM when When a new task is created in ClickUp
Use this flowFind Module in Zoho CRM when When a new task is created in ClickUp
Use this flowUpdate a lead in Zoho CRM when When a task is updated in ClickUp
Use this flowCreate a Note in Zoho-crm when When a task is updated in ClickUp
Use this flowSupported Triggers & Actions
Everything you can automate between ClickUp and Zoho CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new task is created
Runs the workflow automatically whenever a new task is created.
When a task is updated
Runs the workflow automatically whenever any task is updated.
New Lead
Apply the approved sample-code-only update. Preserve the existing action description, all other code blocks, input fields, scopes, metadata, and component mappings.
New Contact
Update approved perform, sample, and transfer blocks to Zoho CRM v8 with required fields and safe response reads; preserve inputs, scopes, metadata, fallback sample, and existing error mappings.
New Account
Update perform and sample endpoints to Zoho CRM v8, adding required sample fields and safe response access.
New Deals
Apply confirmed v8 polling, latest sample, and safe historical transfer updates to the existing New Deals trigger.
Do thisActions
Action is the task that follows automatically within your ClickUp integrations.
Find Lists in Space
Retrieve all lists in a space, including lists inside folders and those without a folder.
List Workspaces
List the teams (workspaces) accessible to the connected account.
List Spaces
List spaces in a team. Optionally filter by archived status and return selected fields.
List Tasks
Apply reusable components to workspace, space, folder, and list dropdowns
List Folders
List folders in a space, optionally filtering by archived status.
Create Task
Create a task in a list and set title or markdown description, assignees (by ID or email), group assignees, tags, status, priority, start/due dates (with time), time estimate, watchers, custom fields, parent, points, links, and notify/check options.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
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How viaSocket Works | A Complete Guide
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About ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
Learn moreSimilar apps
About Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClickUp and Zoho CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ClickUp and Zoho CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho CRM. No coding required.
Yes. You can set up a workflow where ClickUp triggers actions in Zoho CRM, and a separate workflow where Zoho CRM triggers actions in ClickUp. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ClickUp and Zoho CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClickUp and Zoho CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
