This automation scenario allows you to connect ClickUp and ActiveCampaign
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
ClickUp and ActiveCampaign can also be integrated using automation tools other than integromat:
When this trigger fires in ClickUp
Triggers when a specific task or subtask event happens.
Then these actions happen in ActiveCampaign and ActiveCampaign
Retrieves details about specific task or subtask.
Creates a new contact or updates an existing contact.
This guide contains information on how to set up an automatic workflow that allows to Create/update contacts in ActiveCampaign from updated contact information in custom fields in ClickUp.
Part I
First, we need to connect ClickUp and ActiveCampaign to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect ClickUp to Make.com.
Give Make.com access to your ClickUp account, using ClickUp credentials.
Connect ActiveCampaign to Make.com.
Give Make.com access to your ActiveCampaign account, using ActiveCampaign credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for ClickUp
Choose the following trigger: Watch Tasks (Triggers when a specific task or subtask event happens.).
Then set up an Action for ClickUp
Choose this action: Get a Task (Retrieves details about specific task or subtask.).
Then set up another Action for ActiveCampaign
Choose this action: Create/Update a Contact (Creates a new contact or updates an existing contact.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between ClickUp and ActiveCampaign.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create/update contacts in ActiveCampaign from updated contact information in custom fields in ClickUp!
Triggers when a new contact is added to a list.
Triggers when a new contact is added or existing contact's details are updated.
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Triggers when a a Tag is added or removed from a Contact
Triggers when a new contact is created.
Triggers when a new deal is created or existing deal is updated.
Creates a new task.
Creates new task in a specific list or sub-task in a specific task.
Update task
Creates a new list
Post a comment to a task
Creates a new folder
ClickUp is a highly-rated, cloud-based project management tool that consolidates tasks, docs, chat, and goals into a single, customizable platform. Used by top companies like Airbnb, Google, and Uber, it's perfect for anyone looking to simplify their workload.
ActiveCampaign alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.