ClickUp
ActiveCampaign
integromat

An automated workflow using integromat

Connects ClickUp + ActiveCampaign

Create/update contacts in ActiveCampaign from updated contact information in custom fields in ClickUp

About this workflow template

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.

ClickUp and ActiveCampaign can also be integrated using automation tools other than integromat:

Diagram

Create/update contacts in ActiveCampaign from updated contact information in custom fields in ClickUp
Workflow diagram: ClickUp + ActiveCampaign integration

How it works?

When this trigger fires in ClickUp

ClickUp

Watch Tasks in ClickUp

Triggers when a specific task or subtask event happens.

Then these actions happen in ActiveCampaign and ActiveCampaign

ClickUp

Get a Task in ClickUp

Retrieves details about specific task or subtask.

ActiveCampaign

Create/Update a Contact in ActiveCampaign

Creates a new contact or updates an existing contact.

How to set up this workflow

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

Configure Applications

First, we need to connect ClickUp and ActiveCampaign to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect ClickUp to Make.com.

    Connect ClickUp to Make.com.

    Give Make.com access to your ClickUp account, using ClickUp credentials.

  • Connect ActiveCampaign to Make.com.

    Connect ActiveCampaign to Make.com.

    Give Make.com access to your ActiveCampaign account, using ActiveCampaign credentials.

Part II

Build an integration workflow

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

    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

    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

    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

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between ClickUp and ActiveCampaign.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • ActiveCampaign

    New contact added to list

    Triggers when a new contact is added to a list.

    zapier
    triggerbyzapier
  • ActiveCampaign

    New or updated contact

    Triggers when a new contact is added or existing contact's details are updated.

    zapier
    triggerbyzapier
  • ActiveCampaign

    New automation webhook

    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.

    zapier
    triggerbyzapier
  • ActiveCampaign

    Tag added or removed from contact

    Triggers when a a Tag is added or removed from a Contact

    zapier
    triggerbyzapier
  • ActiveCampaign

    Watch contacts

    Triggers when a new contact is created.

    integromat
    triggerbyintegromat
  • ActiveCampaign

    New deal added or updated

    Triggers when a new deal is created or existing deal is updated.

    zapier
    triggerbyzapier
  • ClickUp

    Create task

    Creates a new task.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • ClickUp

    Create a task

    Creates new task in a specific list or sub-task in a specific task.

    integromat
    actionbyintegromat
  • ClickUp

    Create list

    Creates a new list

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • ClickUp

    Post a task comment

    Post a comment to a task

    zapierintegromat
    actionbyzapierintegromat
  • ClickUp

    Update task

    Update task

    integratelyzapierpabbly-connect
    actionbyintegratelyzapierpabbly-connect
  • ClickUp

    Create folder

    Creates a new folder

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect

Apps you need

ClickUp

ClickUp

Project Management

A Comprehensive Productivity and Project Management Tool

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.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.