ClickUp form integration
Turn every form fill into a ClickUp task, with each answer in it, in the list your team already works from.
StarterOn Starter and up. Free plan, no card needed.
What you can do with ClickUp
Tags show the plan a workflow starts on.
A task per fill
StarterEach fill becomes one task in the list you pick.
Every answer in it
StarterThe title names the form and the person. The task holds each answer and a link to the form.
From the person
StarterThe person's name and email come with it.
Never twice
StarterA send that runs again finds its task first, so nothing is made twice.
Any request form
Bug reports, support requests, briefs and onboarding forms.
Then follow up
Claritia's workflows can email the person back or book a call.
Connect ClickUp in a few minutes
- 01
Connect ClickUp
Go to Settings, then Integrations, and sign in with ClickUp.
- 02
Pick the list
Open the form's Sync tab, add ClickUp and pick the list.
- 03
Publish
Each new fill shows up in ClickUp as a task.
Forms to start with
Each one is a real form you can fill in now, ready to send to ClickUp.
Works with the rest of your tools
Every lead goes to Claritia first, then to each tool you connect.
LinearA issue per fill
TrelloA card per fill
monday.comA item per fill
SmartSuiteA record per fill
ZendeskA ticket per fill
FreshdeskA ticket per fill
IntercomA conversation per fill
HubSpotContacts, owners and booking
SalesforceLeads, contacts and owners
Google CalendarBusy times and Meet links
OutlookBusy times and Teams links
ZoomA link for each meetingQuestions
Something else? hello@tryclaritia.com
Which plan has the ClickUp integration?
Starter and up, from $15/seat/month.
What goes in the task?
The form's name and the person's in the title, then every answer, the fill's id and a link to it in Claritia.
Can it make two tasks for one fill?
No. A send that runs again looks for its task first.