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Create and link ClickUp tasks from your Intercom inbox.

What you'll need

• The Intercom integration is available on every ClickUp plan.
• Only Workspace owners and admins can manage integrations.

Install the Intercom integration

To install the integration:

1. Go to the Intercom App Store and search for ClickUp.
2. Install the ClickUp integration.
3. In your inbox, open the Intercom Details sidebar.
4. In the right sidebar, click customize.
5. Add ClickUp.
6. Follow the login instructions to authorize and connect your Workspaces.

Link an existing task 

To link one or multiple ClickUp tasks to a conversation in Intercom:

1. Search the task's name.
2. Select the task.

Create a new task

To create a new ClickUp task from your Intercom inbox:

1. Click Create new Task. 
2. Choose from a recent List or search for one.
3. Provide a task title and description.
4. Click Save.

Set a default List

To set a default List for your ClickUp tasks created via the integration:

1. Click Settings.
2. Select Set Default List.
3. Choose from a recent List or search for one.

View linked tasks in ClickUp

Tasks created or linked using the integration include a link back to their correlated Intercom conversation.

Aktualisiert 14. Juni 2023 21:22