ClickUp

5 ClickUp and Zapier Integrations We’re Loving Right Now

September 15, 2023

At DaSilva life, we’re all about creating efficiencies anywhere and everywhere we can. And two ways we make those come to life? ClickUp and Zapier.

When the power of these two tools combine, it’s amazing to see how much easier they make everyday life. On the surface, a lot of the tasks that these tools eliminate seem super small in nature and not all that time-consuming. But, when you really start to think about it, those manual tasks can get in the way of other aspects of your business and prevent you from getting anything done.

So, because we love these types of efficiencies so much, we’re sharing 5 ClickUp and Zapier integrations we’re absolutely loving right now. Think of it as a Part II to some of our other favorite ClickUp and Zapier integrations we debuted right here on the blog!

Watch our latest video below to learn how we bring these integrations to life or keep reading to learn more!

Automatic sales tracker updates

Zapier integration: New Payment ➝ Add to ClickUp Sales Tracker

No matter what payment processor you use – HoneyBook, ThriveCart, Stripe, or something in between – this integration will update your ClickUp Sales Tracker automatically.

No more juggling all your different payment processors and manually adding sales to ClickUp. Anytime a payment is made from anywhere, your Sales Tracker will be updated in a matter of minutes without you even lifting a finger.

Automatic Lead Tracker Updates

Zapier integration: New Lead in CRM ➝ Add to Lead Tracker

Every business owner knows how crucial it is to start nurturing new leads as soon as they come in. With this integration, you can have a lead tracker that’s always up-to-date with the latest tasks and information.

At DaSilva life, our go-to CRM is HoneyBook. Anytime we get a new lead, ClickUp automatically creates a task (and a series of subtasks) within our lead tracker. Those tasks prompt our team to review new inquiries, fill in client details, and determine next steps so that new leads are taken care of.

The great thing about this integration? It can be applied across any aspect of your business where new inquiries are captured, like contact forms on your website or new job application submissions!

Helpful Notifications and Prompts

Zapier integration: New Task in Review ➝ Send Slack Message

Even though ClickUp is always doing the most to make sure you stay on top of everything, it doesn’t always anticipate forgetfulness. Until, of course, you apply this amazing Zapier integration.

Whenever a task in ClickUp is changed to ‘Ready for Review,’ it can trigger a Slack reminder. For example, if someone on the DaSilva Life team changes a task to ‘Ready for Review’ and assigns it to me (Kristi), I’ll get a direct message on Slack letting me know!

Even better: The URL to the ClickUp task is right there in the message, so I don’t have to go looking for it myself. How amazingly convenient is that?

Automatic Dropbox Folder Creation

Zapier integration: New YouTube Video to Produce ➝ Create Dropbox Folder

When we launched our DaSilva Life YouTube Channel, we had to add even more workflows and tasks within ClickUp, including a new dashboard. With that, came lots of additional manual tasks to stay on top of everything, like creating folders in Dropbox. So, naturally, we went straight to Zapier to create an integration.

With this integration, anytime someone on our team changes a ClickUp status to ‘Needs to Film,’ our Dropbox folders will be created automatically. For us, that includes the main folder and subfolders to keep all of our videos, drafts, and images organized. Why waste time creating folders manually when it can be done automatically in just a matter of seconds?

Automatic Student Database Updates

New Student in Membership ➝ Add to Student Database

To manage and organize our Systems School members, we have a student database inside ClickUp. But, as most business owners know, databases can quickly become out of date, which means you risk having new members slip through the cracks. With this Zapier integration, you don’t have to worry about that!

When a new purchase is made through Kajabi (or whichever tool your offer is housed within), it automatically creates a new task within our ClickUp student database. That task includes their first and last name, email address, and the offer they selected. No manual updating necessary!

Want more? Check out our Zapier & Integrations trainings inside Systems School!

When it comes to streamlining your business, never forget that some of the smallest changes can make the biggestdifference. No matter how big or small the task, if it’s a manual burden, it can likely be automated through ClickUp and Zapier Integrations.

And if you want to take your automations even further? In our Systems School Courses we have Zapier Trainings related to each platform!

MEMBERS: Log in to access your Zapier & Automations Training!

IF YOU’RE NEW HERE: Become a member of Systems School to access this training + hundreds more trainings, videos, courses, ClickUp and HoneyBook templates, and MORE!

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