How to Create ClickUp Task from Zoho CRM Deal Using Pabbly Connect

Learn how to automate task creation in ClickUp from Zoho CRM deals using Pabbly Connect. Step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a ClickUp task from a Zoho CRM deal, you will first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and logging in. If you are a new user, you can sign up for free and get 100 tasks every month.

Once logged in, navigate to the dashboard. Here, you can create a new folder for your workflow. Click on the folder icon and name it ‘Zoho CRM to ClickUp’. After naming, click on the create folder button to proceed.

2. Creating a Workflow in Pabbly Connect

Now that you have created a folder in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A dialog box will appear asking for the workflow name. Enter ‘Create ClickUp Task from Zoho CRM Deal’ and select the folder you just created.

• Click on ‘Create’ to set up the workflow.
• You will be prompted to set up a trigger and action.
• Select Zoho CRM as the trigger application and ClickUp as the action application.

After setting this up, click on the trigger application, Zoho CRM. You will need to select a trigger event. Choose ‘New Module Entry’ as this event will start the workflow whenever a new deal is created in Zoho CRM.

3. Connecting Zoho CRM to Pabbly Connect

Once the trigger event is selected, you need to connect your Zoho CRM account to Pabbly Connect. Click on ‘Add New Connection’ and enter your Zoho account domain. This step is crucial as it allows Pabbly Connect to access your Zoho CRM data.

After entering the domain, click on ‘Save’. You will see a prompt to allow Pabbly Connect access to your Zoho account. Click on ‘Accept’ to complete the connection. Next, choose the module name from Zoho CRM, which in this case is ‘Deals’.

4. Setting Up ClickUp as Action Application

With Zoho CRM connected, it’s time to set up ClickUp as the action application in Pabbly Connect. Select ‘Create Task with Custom Fields’ as the action event. This will allow you to create tasks in ClickUp based on the information received from Zoho CRM.

Similar to Zoho CRM, you will need to connect your ClickUp account. Click on ‘Add New Connection’ and enter your ClickUp API token. You can find this by logging into ClickUp, navigating to settings, and then to the API section. Once you have entered the token, click on ‘Save’ to establish the connection.

• Select your workspace and space in ClickUp.
• Choose the folder and list where you want the task to be created.
• Map the task name from the previous step response which is the deal name from Zoho CRM.

After mapping all required fields, click on ‘Save and Send Test Request’. This will create a task in ClickUp based on the details from the Zoho CRM deal.

5. Updating Zoho CRM Deal

After successfully creating a task in ClickUp, you can add another action step to update the Zoho CRM deal. Click on the plus icon to add a new action and select Zoho CRM again. Choose ‘Update Deal’ as the action event.

Connect your Zoho CRM account again by entering the domain and clicking ‘Save’. You will then need to map the deal ID and other necessary fields. After mapping, click on ‘Save and Send Test Request’. This will update the deal in Zoho CRM with the new information from ClickUp.

Once all steps are completed, you have successfully set up an automation where a new task is created in ClickUp whenever a new deal is added in Zoho CRM, all facilitated by Pabbly Connect.

Conclusion

This tutorial has guided you through automating task creation in ClickUp from Zoho CRM deals using Pabbly Connect. By following these steps, you can streamline your workflow and enhance productivity.