How to Create ClickUp Task for New GoHighLevel Task Using Pabbly Connect

Learn how to integrate GoHighLevel with ClickUp using Pabbly Connect to automate task creation effortlessly. Step-by-step guide included! Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To create a ClickUp task for a new GoHighLevel task, you first need to access Pabbly Connect. This powerful integration tool allows you to automate tasks between different applications without any coding skills.

Begin by navigating to the Pabbly Connect homepage. You can sign in if you are an existing user or click on the ‘Sign Up for Free’ option to create a new account. After registration, you will receive 100 free tasks every month to explore its features.

Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ option and give it a name like ‘Create ClickUp Task for New GoHighLevel Task’.

After naming your workflow, select the folder where you want to save it. You can create a new folder or use an existing one. Then click on ‘Create’ to proceed. This opens two sections: one for the trigger and another for the action.

• Select GoHighLevel as the trigger application.
• Choose ‘Lead Connector V1’ and set the trigger event to ‘Task Added’.
• Copy the webhook URL provided by Pabbly Connect.

Make sure you save the trigger settings. This setup will ensure that whenever a new task is added in GoHighLevel, it will trigger the workflow in Pabbly Connect.

Setting Up GoHighLevel for Automation

To complete the integration, navigate to your GoHighLevel account and go to the ‘Automations’ section. Here, you will create a new workflow that uses the webhook URL from Pabbly Connect.

Create a new workflow by clicking on ‘Create Workflow’ and selecting ‘Start from Scratch’. Set the trigger to ‘Task Added’ and save your changes. Make sure to paste the webhook URL from Pabbly Connect into the action step to send the task details back to it.

• Name your workflow appropriately, e.g., ‘New Task’.
• Select the action as ‘Webhook’ and set the method to ‘POST’.
• Click ‘Save’ to finalize the workflow.

After saving, publish the workflow to activate it. Now, every time a new task is created in GoHighLevel, it will automatically send the details to Pabbly Connect.

Integrating ClickUp with Pabbly Connect

Next, you need to set up ClickUp as the action application in Pabbly Connect. Search for ClickUp and select ‘Create Task’ as the action event. Click on ‘Connect Now’ to establish a new connection.

To connect ClickUp, you will need to enter your API token. You can find this token in your ClickUp account under the profile settings in the ‘Apps’ section. Copy the token and paste it into the required field in Pabbly Connect.

Select the workspace where you want to create the task. Choose the space and folder for the task in ClickUp. Map the task details from GoHighLevel to ClickUp fields.

Ensure that all necessary task details such as name, description, and due date are mapped correctly. This setup ensures that every new task created in GoHighLevel is also created in ClickUp through Pabbly Connect.

Testing the Integration

To verify that your integration works, create a new task in GoHighLevel. For example, name it ‘New Campaign Launch’ and add a description. Once you save the task, it should trigger the workflow in Pabbly Connect.

Check the response in Pabbly Connect to confirm that the task details have been received. If successful, the next step is to check ClickUp to see if the task was created there as well.

Look for the new task in your ClickUp workspace. Ensure all details match what was entered in GoHighLevel. If everything is correct, your integration is successful!

With this setup, you have automated the process of creating tasks in ClickUp whenever a new task is added in GoHighLevel using Pabbly Connect.

Conclusion

This tutorial has guided you through the steps to integrate GoHighLevel with ClickUp using Pabbly Connect. With this automation, you can efficiently manage tasks across both platforms without manual effort.