ActiveCampaign and ClickUp automations

Ready-made scenarios where ActiveCampaign and ClickUp work for you: pick one — a copy appears in your account and runs on its own.

54 scenarios

New ActiveCampaign land in ClickUp by themselves
New ActiveCampaign contacts — into ClickUp audiences
Contacts from ActiveCampaign into ClickUp audiences
Personal ActiveCampaign tasks flow into the team ActiveCampaign
Data shaped to the table format — prepared automatically before writing
Multilingual product descriptions — from the photo
A weekly store sales total in a sheet
CRM deals into a sheet — a pipeline snapshot
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
Lead scoring and routing: hot leads straight to sales
Win back abandoned Shopify carts by email and in CRM
Daily duplicate-customer detection in your payment system
An invoice to the client — from one status change
A daily store sales snapshot — in your chat and in your sheet
Refunds from your inbox: parse the email, check the order, answer the customer
Weekly store sales analysis with AI
Contacts tagged by role and seniority — automatically
New store orders into a sheet — with analysis
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Contract renewal reminders: an email to the client, a task for the rep
A lead replies — the CRM card updates and a task lands on a rep
Client renewal reminders — ahead of time
Stripe invoices from your wholesale orders table
Capture and route leads from every channel
Collect client reviews and summarize them to chat automatically
Score event RSVPs and route them to sales
Stockout forecasts and automatic supplier emails
Category sales versus the previous period — delivered to your messenger
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
Shipping quotes delivered right in the customer chat
CRM deals synced to a sheet, with a daily email summary
Blog articles from store products — a draft for each
Blog articles for your store's products — one for each
Campaign and deal analytics — in one table
Automatic follow-ups for prospects who went quiet
Your agency's real profit — in chat every day
Re-engaging quiet clients — weekly, without manual tracking
Invoices from email into accounting, with approval
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
A satisfaction survey after every deal, with replies sorted
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Personal emails to new contacts — built from their own socials
A form order: invoice and client confirmation — automatic
Feedback triage and customer replies — automatically
AI marketing outreach with reply handling — on autopilot
Abandoned-cart recovery — email, SMS and a discount in sequence
A personal assistant in your messenger: email, calendar, tasks, expenses
BANT call qualification and CRM handling — on autopilot