Intercom integration

Create and link ClickUp tasks from your Intercom inbox.

What you'll need

Install the Intercom integration

To install the integration from the App Center:

  1. In the upper-right corner, click the Quick Action menu.
  2. Select App Center.
  3. Browse for Intercom and click Install.
  4. Install the ClickUp integration.
  5. In your inbox, open the Intercom Details sidebar.
  6. In the right sidebar, click customize.
  7. Add ClickUp.
  8. Follow the login instructions to authorize and connect your Workspaces.

After the initial setup is completed by an owner or admin, each user must set up this integration individually.

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.

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