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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:
- Go to the Intercom App Store and search for ClickUp.
- Install the ClickUp integration.
- In your inbox, open the Intercom Details sidebar.
- In the right sidebar, click customize.
- Add ClickUp.
- 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:
- Search the task's name.
- Select the task.
Create a new task
To create a new ClickUp task from your Intercom inbox:
- Click Create new Task.
- Choose from a recent List or search for one.
- Provide a task title and description.
- Click Save.
Set a default List
To set a default List for your ClickUp tasks created via the integration:
- Click Settings.
- Select Set Default List.
- 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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