ClickUp Appiworks - Integrate and interoperate Zoho CRM and ClickUp
ClickUp AppiWorks for Zoho CRM is a Zoho CRM extension that integrates Zoho CRM and ClickUp. It helps user to export data from Zoho CRM to a ClickUp Object or Module, import data from ClickUp to Zoho CRM, and show contextual data from clickUp inside Zoho CRM.
✅ Auto Interaction: Automatically export a record to ClickUp module, when a new task/deal or any record in a Zoho CRM module is created.
✅ On Demand Interaction: export records to ClickUp on selected tasks/deals or any records in a Zoho CRM module.
✅ Bulk Import: Import data from ClickUp into Zoho CRM with a guided setup.
✅ View Contextual data: Show related data from ClickUp module inside the Zoho CRM module GUI
✅ Configurable Services: A fully configurable automation that lets you take control of your integration and automation needs between Zoho CRM and ClickUp.
Chapters:
0:00 Introduction
0:22 Installation
1:00 Setup Zoho Connection
1:36 Auto Export Service
4:10 Manual Export
4:55 Quick Import Service
6:38 Scheduled Import
7:40 View Service
