Contacts+ and ClickUp Integration

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Automatically create ClickUp tasks from new Contacts+ entries, keeping project management aligned with relationship building. Customize data flows with JavaScript blocks, scaling complex CRM automations affordably on Latenode.

Swap Apps

Contacts+

ClickUp

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Contacts+ and ClickUp

Create a New Scenario to Connect Contacts+ and ClickUp

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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or ClickUp will be your first step. To do this, click "Choose an app," find Contacts+ or ClickUp, and select the appropriate trigger to start the scenario.

Add the Contacts+ Node

Select the Contacts+ node from the app selection panel on the right.

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Contacts+

Configure the Contacts+

Click on the Contacts+ node to configure it. You can modify the Contacts+ URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Contacts+

Sign In

Run node once

Add the ClickUp Node

Next, click the plus (+) icon on the Contacts+ node, select ClickUp from the list of available apps, and choose the action you need from the list of nodes within ClickUp.

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Authenticate ClickUp

Now, click the ClickUp node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ClickUp settings. Authentication allows you to use ClickUp through Latenode.

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Sign In

Run node once

Configure the Contacts+ and ClickUp Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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ClickUp Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Contacts+ and ClickUp 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 Contacts+, ClickUp, 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 Contacts+ and ClickUp integration works as expected. Depending on your setup, data should flow between Contacts+ and ClickUp (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Contacts+ and ClickUp

Contacts+ + ClickUp + Google Sheets: When a contact is updated in Contacts+, a task is created in ClickUp to follow up. The contact's information and the ClickUp task link are then logged in a Google Sheet.

ClickUp + Contacts+ + Slack: When a task is updated in ClickUp, find the relevant contact in Contacts+ and update their information. Then send a Slack notification to the team about the updated contact and task status.

Contacts+ and ClickUp integration alternatives

About Contacts+

Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.

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.

See how Latenode works

FAQ Contacts+ and ClickUp

How can I connect my Contacts+ account to ClickUp using Latenode?

To connect your Contacts+ account to ClickUp on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Contacts+ and click on "Connect".
  • Authenticate your Contacts+ and ClickUp accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create ClickUp tasks from new Contacts+ contacts?

Yes, you can! Latenode's visual editor makes this easy. When a new contact is added in Contacts+, a corresponding task will be created in ClickUp automatically, saving you time.

What types of tasks can I perform by integrating Contacts+ with ClickUp?

Integrating Contacts+ with ClickUp allows you to perform various tasks, including:

  • Create ClickUp tasks for new Contacts+ contacts.
  • Update ClickUp tasks when contact details change in Contacts+.
  • Add comments to ClickUp tasks from Contacts+ contact notes.
  • Sync contact information between Contacts+ and ClickUp.
  • Trigger ClickUp automations based on Contacts+ contact events.

Can I enrich Contacts+ data using ClickUp task data in Latenode?

Yes! Latenode allows two-way data flow. Enrich Contacts+ profiles with ClickUp task status or custom field data, improving contact management.

Are there any limitations to the Contacts+ and ClickUp integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript knowledge.
  • Rate limits of Contacts+ and ClickUp APIs may affect high-volume workflows.
  • Real-time synchronization depends on the polling intervals of the apps.

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