

ClickUp and EnvyCRM integration
Build smart, no-code workflows with ClickUp and EnvyCRM using triggers, actions, and AI logic—automate any process in minutes.
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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.
Triggers and actions for EnvyCRM and ClickUp integration
In ClickUp and EnvyCRM integration triggers start workflows when something happens, while actions make changes in response.
Triggers 9
New Task (At the workspace level)
Update Task (At the workspace level)
New Lead
New Deal
Actions 16
Create a task
Create a subtask
Create Lead
Search Client
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How to Connect ClickUp to EnvyCRM
Create powerful ClickUp integration with EnvyCRM in just a few simple steps.
Connect ClickUp to EnvyCRM
Log in to Albato, select ClickUp and EnvyCRM, and follow the quick setup steps—no coding required. Integrate ClickUp with EnvyCRM with just a few clicks!
Build a workflow for your ClickUp and EnvyCRM integration
Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.
Trigger
Actions
Map your data
Pick the fields you want to transfer between ClickUp and EnvyCRM. Customize the data flow to match your process.
Synс data
Synс data
Synс data
EnvyCRM integration with ClickUp
ClickUp
Transform your task management by integrating ClickUp with over 1,000+ applications through Albato. This deep integration capability, underpinned by ClickUp's API, allows you to connect, integrate, and automate workflow processes with precision. Achieve seamless workflow automation by linking ClickUp with essential platforms like Slack for team collaboration, Typeform for gathering insights, Google Sheets for data organization, and Google Calendar for scheduling. Utilize key triggers like "New Task", "Task changed", and "New Folder", and actions such as creating tasks, lists, folders, and adding time tracking to optimize your operations. This ensures your projects remain on track while significantly reducing manual intervention, creating a streamlined workflow that boosts productivity across teams
Categories
- Project & Task Management
EnvyCRM
Streamline your CRM workflows and automate lead and deal management with EnvyCRM integration via Albato, connecting you to over 1,000 popular applications. EnvyCRM is a powerful CRM platform designed to help businesses manage leads, deals, and customer interactions efficiently. With Albato, you can automate actions like Create Lead, Search Client, Get a client by ID, and Get a deal by ID, while tracking triggers such as New Lead, New Deal, and Changing the deal stage. Integrate EnvyCRM with your marketing, sales, and customer service tools to optimize your sales process and improve customer relationship management. Simplify your CRM operations and boost sales performance with EnvyCRM integration via Albato.
Categories
- CRM & ERP systems













