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How to connect Kommo and ClickUp
Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or ClickUp will be your first step. To do this, click "Choose an app," find Kommo or ClickUp, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the ClickUp Node
Next, click the plus (+) icon on the Kommo 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.
Configure the Kommo 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.
Set Up the Kommo 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 Kommo, 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 Kommo and ClickUp integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and ClickUp
Kommo + ClickUp + Slack: When a new lead is created in Kommo, a task is created in ClickUp to manage the lead, and a Slack message is sent to a designated channel to notify the team about the new lead.
ClickUp + Kommo + Google Sheets: When a task is updated in ClickUp, the related customer information in Kommo is updated based on the task details, and a new row is added to a Google Sheet to log the update.
Kommo and ClickUp integration alternatives
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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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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See how Latenode works
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FAQ Kommo and ClickUp
How can I connect my Kommo account to ClickUp using Latenode?
To connect your Kommo account to ClickUp on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo 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 Kommo leads?
Yes, you can! Latenode allows this automation, ensuring every new Kommo lead instantly generates a ClickUp task. No more manual entry, saving you valuable time and improving team coordination.
What types of tasks can I perform by integrating Kommo with ClickUp?
Integrating Kommo with ClickUp allows you to perform various tasks, including:
- Create ClickUp tasks when a new lead is created in Kommo.
- Update ClickUp task statuses based on Kommo deal stages.
- Add Kommo contact details to ClickUp task descriptions.
- Trigger Kommo actions when a ClickUp task is completed.
- Sync Kommo task deadlines with ClickUp due dates.
How does Latenode handle data mapping between Kommo and ClickUp fields?
Latenode provides a visual data mapper, allowing precise control over transferring data between Kommo and ClickUp, including custom field support and data transformations.
Are there any limitations to the Kommo and ClickUp integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require custom JavaScript coding.
- Rate limits imposed by Kommo and ClickUp APIs can affect throughput.
- Real-time synchronization depends on the APIs' polling intervals.
