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How to connect ClickUp and Kommo
Create a New Scenario to Connect ClickUp and Kommo
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ClickUp, triggered by another scenario, or executed manually (for testing purposes). In most cases, ClickUp or Kommo will be your first step. To do this, click "Choose an app," find ClickUp or Kommo, and select the appropriate trigger to start the scenario.
Add the ClickUp Node
Select the ClickUp node from the app selection panel on the right.
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Add the Kommo Node
Next, click the plus (+) icon on the ClickUp node, select Kommo from the list of available apps, and choose the action you need from the list of nodes within Kommo.
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Authenticate Kommo
Now, click the Kommo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Kommo settings. Authentication allows you to use Kommo through Latenode.
Configure the ClickUp and Kommo Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the ClickUp and Kommo Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring ClickUp, Kommo, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the ClickUp and Kommo integration works as expected. Depending on your setup, data should flow between ClickUp and Kommo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect ClickUp and Kommo
ClickUp + Kommo + Slack: When a task is updated in ClickUp, specifically when its status changes to 'completed', the corresponding contact in Kommo is updated. A notification is then sent to the sales team in Slack to inform them of the completed task and updated contact.
Kommo + ClickUp + Google Sheets: When a new lead is created in Kommo, a new task is created in ClickUp to follow up on that lead. The lead's details are also added to a Google Sheet for tracking and reporting purposes.
ClickUp and Kommo integration alternatives
About ClickUp
Connect ClickUp to Latenode and automate project task management. Trigger actions based on events, sync tasks across platforms, or generate reports. Latenode adds flexibility with custom JavaScript, AI tools, and a visual interface to orchestrate complex ClickUp workflows without expensive per-step costs. Simplify project automation.
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About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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See how Latenode works
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FAQ ClickUp and Kommo
How can I connect my ClickUp account to Kommo using Latenode?
To connect your ClickUp account to Kommo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ClickUp and click on "Connect".
- Authenticate your ClickUp and Kommo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Kommo contacts from ClickUp tasks?
Yes, with Latenode! Automatically update Kommo contacts whenever a ClickUp task status changes. Use our visual editor and custom JavaScript blocks to tailor the contact details and streamline sales outreach.
What types of tasks can I perform by integrating ClickUp with Kommo?
Integrating ClickUp with Kommo allows you to perform various tasks, including:
- Create new Kommo contacts from new ClickUp tasks.
- Update ClickUp tasks when a Kommo deal stage changes.
- Send customized email notifications via Kommo based on ClickUp task deadlines.
- Generate project reports combining data from ClickUp and Kommo using AI.
- Automatically assign tasks in ClickUp when new leads appear in Kommo.
What ClickUp data is accessible when using Latenode integrations?
Latenode provides access to all ClickUp task details, statuses, custom fields, and project information. Build powerful automations using any available data point!
Are there any limitations to the ClickUp and Kommo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- High API request volumes might be limited by ClickUp and Kommo's rate limits.
- Real-time synchronization depends on the polling interval configured in Latenode.
