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. Follow our step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To create a ClickUp task from a Zoho CRM deal, you first need to access Pabbly Connect. This integration platform allows you to automate processes between different applications. Start by visiting the Pabbly Connect website and either sign in or sign up if you are a new user.

Once logged in, you will arrive at the Pabbly Connect dashboard. Here, you have the option to create a new folder for organizing your workflows. Click on the folder icon, name it appropriately (e.g., ‘Zoho CRM to ClickUp’), and hit create. This setup will make it easier to manage your automation tasks.

Creating a Workflow in Pabbly Connect

After setting up your folder, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create ClickUp Task from Zoho CRM Deal’. Select the folder you created earlier from the dropdown menu.

In this workflow, you will define a trigger and an action. The trigger application is Zoho CRM, and the action application is ClickUp. Click on the Zoho CRM icon to set it as your trigger application. You will then need to select a trigger event, which in this case is ‘New Module Entry’. This event will initiate the process whenever a new deal is created in Zoho CRM.

Connecting Zoho CRM to Pabbly Connect

To connect your Zoho CRM account to Pabbly Connect, you need to add a new connection. Click on ‘Add New Connection’ and enter your Zoho domain. This domain can typically be found in your Zoho CRM account settings. After entering the domain, click on ‘Save’ and then accept the permissions requested by Pabbly Connect to access your Zoho data.

Next, select the module you wish to work with, which is ‘Deals’ in this instance. Click on ‘Save and Send Test Request’ to test the connection. You will need to create a test deal in your Zoho CRM to capture the response. Once the deal is created, return to Pabbly Connect to confirm that the response has been successfully received.

Creating a ClickUp Task from Zoho CRM Deal

With the Zoho CRM trigger successfully set up, the next step is to configure the action in Pabbly Connect. Select ClickUp as your action application and choose the action event ‘Create Task with Custom Fields’. Click on ‘Add New Connection’ to connect your ClickUp account.

To establish this connection, you will need to enter your ClickUp API token. This can be found in your ClickUp account under settings. Once you paste the API token into Pabbly Connect, click ‘Save’ to finalize the connection. Now, you can configure the details for the task you want to create in ClickUp, such as the workspace, folder, and task name. Use the mapping feature to pull data from the Zoho CRM deal into the ClickUp task.

• Select the workspace and folder you want to use in ClickUp.
• Map the task name using the deal name from Zoho CRM.
• Fill in other optional fields as needed.

After setting up the task details, click on ‘Save and Send Test Request’. You should see a confirmation that the task has been created in ClickUp, validating that your integration is working correctly.

Updating Zoho CRM Deal

Finally, to enhance your workflow, you can add another action step in Pabbly Connect to update the Zoho CRM deal after the ClickUp task is created. Click on the plus icon to add a new action and select Zoho CRM again. Choose the action event ‘Update Deal’ and establish the connection as previously described.

In this step, you will need to map the deal ID and any other relevant details from the ClickUp response back to Zoho CRM. This ensures that any updates in ClickUp are reflected in your Zoho CRM deal. After filling in the necessary fields, click ‘Save and Send Test Request’ to finalize this step. You should see a success message indicating that the deal has been updated.

Conclusion

This tutorial demonstrates how to automate the creation of ClickUp tasks from Zoho CRM deals using Pabbly Connect. By following these steps, you can streamline your workflow and improve productivity. With Pabbly Connect, integrating different applications has never been easier.