ClickUp and Zoho CRM automations — Sales & Leads

Ready-made scenarios where ClickUp and Zoho CRM work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

85 scenarios

New tasks in ClickUp — Updating contacts in Zoho CRM
New comments in ClickUp — Deals in Zoho CRM
New lists in ClickUp — Deals in Zoho CRM
Updated invoices in ClickUp — Deleting contacts in Zoho CRM
Updated invoices in ClickUp — Updating contacts in Zoho CRM
Updated tags in ClickUp — Contacts in Zoho CRM
Updated tags in ClickUp — Leads in Zoho CRM
New tasks in ClickUp — Contacts in Zoho CRM
New comments in ClickUp — Contacts in Zoho CRM
New folders in ClickUp — Deals in Zoho CRM
New folders in ClickUp — Contacts in Zoho CRM
Updated tags in clickUp — Updating contacts in Zoho CRM
Updated tasks in clickUp — Leads in Zoho CRM
Updated tasks in ClickUp — Updating contacts in Zoho CRM
New comments in ClickUp — Deleting contacts in Zoho CRM
Updated tasks in clickUp — Deleting contacts in Zoho CRM
Updated tasks in clickUp — Deleting leads in Zoho CRM
Updated tags in ClickUp — Deals in Zoho CRM
Updated tasks in ClickUp — Contacts in Zoho CRM
Updated tasks in clickUp — Deals in Zoho CRM
Updated tasks in ClickUp — Updating deals in Zoho CRM
Updated lists in ClickUp — Contacts in Zoho CRM
New comments in ClickUp — Updating leads in Zoho CRM
New comments in ClickUp — Finding contacts in Zoho CRM
Updated tasks in clickUp — Updating deals in Zoho CRM
New contacts in Zoho CRM — Deleting tasks in ClickUp
New subscribers in mailerLite — Records in ClickUp
Updated invoices in ClickUp — Deals in Zoho CRM
New folders in ClickUp — Leads in Zoho CRM
New deals in Zoho CRM — Deleting records in ClickUp
New tasks in ClickUp — Deals in Zoho CRM
New contacts in Zoho CRM — Tags in ClickUp
New lists in ClickUp — Leads in Zoho CRM
New contacts in Zoho CRM — Comments in ClickUp
New subscribers in Mailchimp — Records in ClickUp
New records in ClickUp — Leads in Zoho CRM
New comments in ClickUp — Deals in Zoho CRM
New folders in ClickUp — Contacts in Zoho CRM
New records in ClickUp — Deals in Zoho CRM
New lists in ClickUp — Contacts in Zoho CRM
New leads in Zoho CRM — Tags in ClickUp
Contacts from Zoho CRM into ClickUp audiences
New contacts in Zoho CRM — Running apis in ClickUp
New attendees in eventbrite — Records in ClickUp — variant 2
New records in ClickUp — Contacts in Zoho CRM
Updated contacts in Zoho CRM — Updating tags in ClickUp
New Zoho CRM contacts — into ClickUp audiences
New contacts in Zoho CRM — Time entries in ClickUp
New contacts in Zoho CRM — Updating tags in ClickUp
New lists in ClickUp — Updating contacts in Zoho CRM
New deals in Zoho CRM — Records in ClickUp
New contacts in Zoho CRM — Sending comments in ClickUp
Updated records in ClickUp — Updating contacts in Zoho CRM
New tasks in ClickUp — Leads in Zoho CRM
New form responses in JotForm — Contacts in Zoho CRM
New tags in ClickUp — Contacts in Zoho CRM
New contacts in Autopilot — Records in ClickUp
New Zoho CRM land in ClickUp by themselves
Updated records in ClickUp — Contacts in Zoho CRM
New leads in Zoho CRM — Webinar registrants in zoom
Found: customers in Get Course — Records in ClickUp
New HubSpot contacts — enriched via hunter, saved to Zoho CRM and ClickUp
New webinar registrants in zoom — Contacts in Zoho CRM — variant 2
Form submissions into a sheet and support
CRM deals into a sheet — a pipeline snapshot
A landing-page lead — into CRM, a task and chat at once
Lead scoring and routing: hot leads straight to sales
Contacts tagged by role and seniority — automatically
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
A lead replies — the CRM card updates and a task lands on a rep
Capture and route leads from every channel
Client renewal reminders — ahead of time
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
CRM deals synced to a sheet, with a daily email summary
Automatic follow-ups for prospects who went quiet
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance
BANT call qualification and CRM handling — on autopilot