Engage AI + ClickUp Integration

Integrate ClickUp to Engage AI in one click, or tell Integrately AI how you want each lead handled. Capture leads, assign tasks, update your project boards, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Engage AI
    Lead is added in Engage AI
  • ClickUp
    Goal is created in ClickUp Instant
  • ClickUp
    Goal is updated in ClickUp Instant
  • ClickUp
    Goal is deleted in ClickUp Instant
  • ClickUp
    Target is created in ClickUp Instant
  • ClickUp
    Target is updated in ClickUp Instant
  • ClickUp
    Target is deleted in ClickUp Instant
  • ClickUp
    Task is created in ClickUp
  • ClickUp
    New message is posted on channel in ClickUp
  • ClickUp
    Task status is updated in ClickUp Instant
  • ClickUp
    Task comment is posted in ClickUp Instant
  • ClickUp
    Task is moved in ClickUp Instant
  • ClickUp
    Task priority is updated in ClickUp Instant
  • ClickUp
    Task assignee is updated in ClickUp Instant
  • ClickUp
    Task due date is updated in ClickUp Instant
  • ClickUp
    Task is deleted in ClickUp Instant
  • ClickUp
    Subtask is created in ClickUp Instant
  • ClickUp
    Task time tracked is Updated in ClickUp Instant
  • ClickUp
    Task tag is updated in ClickUp Instant
  • ClickUp
    Task comment is updated in ClickUp Instant
  • ClickUp
    Folder is created in ClickUp Instant
  • ClickUp
    Folder is updated in ClickUp Instant
  • ClickUp
    Folder is deleted in ClickUp Instant
  • ClickUp
    List is created in ClickUp Instant
  • ClickUp
    List is updated in ClickUp Instant
  • ClickUp
    List is deleted in ClickUp Instant
  • ClickUp
    Space is created in ClickUp Instant
  • ClickUp
    Space is updated in ClickUp Instant
  • ClickUp
    Space is deleted in ClickUp Instant
  • ClickUp
    Task is updated in ClickUp
Arrow Right
2.
  • Engage AI
    Add lead to monitor in Engage AI
  • ClickUp
    Create threaded comment in ClickUp
  • ClickUp
    Search task by custom field in ClickUp
  • ClickUp
    Send message to channel in ClickUp
  • ClickUp
    Send direct message in ClickUp
  • ClickUp
    Create task in ClickUp
  • ClickUp
    Update task with custom field in ClickUp
  • ClickUp
    Create subtask in ClickUp
  • ClickUp
    Update task in ClickUp
  • ClickUp
    Search task in ClickUp
  • ClickUp
    Post task comment in ClickUp
  • ClickUp
    Post list comment in ClickUp
  • ClickUp
    Post view comment in ClickUp
  • ClickUp
    Create list in ClickUp
  • ClickUp
    Update list in ClickUp
  • ClickUp
    Get list details by id in ClickUp
  • ClickUp
    Search list in ClickUp
  • ClickUp
    Delete list in ClickUp
  • ClickUp
    Create folder in ClickUp
  • ClickUp
    Search folder in ClickUp
  • ClickUp
    Update folder in ClickUp
  • ClickUp
    Get folder details by id in ClickUp
  • ClickUp
    Create space in ClickUp
  • ClickUp
    Get space details by id in ClickUp
  • ClickUp
    Search space in ClickUp
  • ClickUp
    Invite guest to workspace in ClickUp
  • ClickUp
    Update space in ClickUp
  • ClickUp
    Get view details by ID in ClickUp
  • ClickUp
    Create task from template in ClickUp
  • ClickUp
    Add tag to a task in ClickUp
  • ClickUp
    Upload task attachment in ClickUp
  • ClickUp
    Add dependency to task in ClickUp
  • ClickUp
    Create space tag in ClickUp
  • ClickUp
    Update target in ClickUp
  • ClickUp
    Get task details by ID in ClickUp
  • ClickUp
    Update time tracked in ClickUp
  • ClickUp
    Create target in ClickUp
  • ClickUp
    Remove tag from task in ClickUp
  • ClickUp
    Create goal in ClickUp
  • ClickUp
    Update goal in ClickUp
  • ClickUp
    Create folderless list in ClickUp
  • ClickUp
    Delete dependency from task in ClickUp
  • ClickUp
    Delete target in ClickUp
  • ClickUp
    Delete goal in ClickUp
  • ClickUp
    Delete checklist item in ClickUp
  • ClickUp
    Update space tag in ClickUp
  • ClickUp
    Get goal details by ID in ClickUp
  • ClickUp
    Search goal in ClickUp
  • ClickUp
    Search team view in ClickUp
  • ClickUp
    Search task template in ClickUp
  • ClickUp
    Create time entry in ClickUp
  • ClickUp
    Create checklist in ClickUp
  • ClickUp
    Update checklist in ClickUp
  • ClickUp
    Delete checklist in ClickUp
  • ClickUp
    Update comment in ClickUp
  • ClickUp
    Update checklist item in ClickUp
  • ClickUp
    Search custom fields in ClickUp
  • ClickUp
    Create checklist item in ClickUp
  • ClickUp
    Search task using filters in ClickUp
  • ClickUp
    Search task in view in ClickUp
  • ClickUp
    Search sub-task in task in ClickUp
  • ClickUp
    Add task link in ClickUp
  • ClickUp
    Search folderless list in ClickUp
  • ClickUp
    Search list members in ClickUp
  • ClickUp
    Search task members in ClickUp
  • ClickUp
    Search tracked time in ClickUp
  • ClickUp
    Search task comment in ClickUp
  • ClickUp
    Search workspace in ClickUp
  • ClickUp
    Search list comment in ClickUp
  • ClickUp
    Add task to list in ClickUp
  • ClickUp
    Search space view in ClickUp
  • ClickUp
    Search list view in ClickUp
  • ClickUp
    Search folder view in ClickUp
  • ClickUp
    Delete task in ClickUp
  • ClickUp
    Delete space tag in ClickUp
  • ClickUp
    Delete time tracked in ClickUp
  • ClickUp
    Delete folder in ClickUp
  • ClickUp
    Delete comment from task in ClickUp
  • ClickUp
    Delete space in ClickUp
  • ClickUp
    Search space tag in ClickUp

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Ready WorkflowsReady Workflows   for Engage AI + ClickUp Integration

Capture leads, track prospects, create tasks, assign work, and update project boards, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your ClickUp + Engage AI flow

Route your prospect data straight to CRMs, team channels, and spreadsheets for seamless pipeline tracking. Pick a combination and activate it in one click.

Engage AI
ClickUp
+
SalesforceSalesforce (3)
+
HubspotHubspot (3)
+
LinkedInLinkedIn (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
E
S
C
When a lead is added in Engage AI, Salesforce updates the opportunity pipeline, and ClickUp creates a deal onboarding task.
New Engage AI leads update your Salesforce opportunity pipeline and generate a ClickUp onboarding task instantly.
E
S
C
Send a Salesforce notification when a lead is added in Engage AI, and create a follow-up task in ClickUp.
Engage AI leads trigger Salesforce team notifications and create a ClickUp follow-up task in one unified flow.
S
C
E
When a Salesforce opportunity stage advances, log the prospect from Engage AI and update the task in ClickUp.
Salesforce pipeline updates sync with Engage AI prospect data and ClickUp task lists automatically.

Supported triggers and actions for Engage AI and ClickUp

Mix and match to build the exact automation you need

Engage AI
Engage AI Triggers & Actions
Lead is added in Engage AI
Triggers the automation when a new lead is added
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Add lead to monitor in Engage AI
Assigns leads to monitor for tracking and management
Try it →
ClickUp
ClickUp Triggers & Actions
Instant
Goal is created in ClickUp
Triggers the automation when a new goal is created
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Instant
Goal is updated in ClickUp
Triggers the automation when a goal is updated
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Instant
Goal is deleted in ClickUp
Triggers the automation when a goal is deleted
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Instant
Target is created in ClickUp
Triggers the automation when a new target is created
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Instant
Target is updated in ClickUp
Triggers the automation when a target is updated
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Instant
Target is deleted in ClickUp
Triggers the automation when a target is deleted
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Task is created in ClickUp
Triggers the automation when task is created
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New message is posted on channel in ClickUp
Triggers the automation when a new message is posted on a channel
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Instant
Task status is updated in ClickUp
Triggers the automation when the status of a task is changed
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Instant
Task comment is posted in ClickUp
Triggers the automation when a task comment is posted
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Instant
Task is moved in ClickUp
Triggers the automation when a task is moved with
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Instant
Task priority is updated in ClickUp
Triggers the automation when the priority level of a task is changed
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Instant
Task assignee is updated in ClickUp
Triggers the automation when a task assignee is changed
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Instant
Task due date is updated in ClickUp
Triggers the automation when a task due date is updated
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Instant
Task is deleted in ClickUp
Triggers the automation when a task is deleted
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Instant
Subtask is created in ClickUp
Triggers the automation when a subtask is created
Try it →
Instant
Task time tracked is Updated in ClickUp
Triggers the automation when task time tracking is updated
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Instant
Task tag is updated in ClickUp
Triggers the automation when the tag assigned to any task is changed
Try it →
Instant
Task comment is updated in ClickUp
Triggers the automation when a task comment is updated
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Instant
Folder is created in ClickUp
Triggers the automation when a new folder is created
Try it →
Instant
Folder is updated in ClickUp
Triggers the automation when a folder is updated
Try it →
Instant
Folder is deleted in ClickUp
Triggers the automation when a folder is deleted
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Instant
List is created in ClickUp
Triggers the automation when a new list is created
Try it →
Instant
List is updated in ClickUp
Triggers the automation when any list is modified
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Instant
List is deleted in ClickUp
Triggers the automation when any list is deleted
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Instant
Space is created in ClickUp
Triggers the automation when a new space is created
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Instant
Space is updated in ClickUp
Triggers the automation when any space is modified
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Instant
Space is deleted in ClickUp
Triggers the automation when any space is deleted
Try it →
Task is updated in ClickUp
Try it →
Create threaded comment in ClickUp
Creates a new threaded comment
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Search task by custom field in ClickUp
Searches for tasks using a custom field
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Send message to channel in ClickUp
Sends a message to a specific channel
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Send direct message in ClickUp
Sends a direct message to a user
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Create task in ClickUp
Creates a new task
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Update task with custom field in ClickUp
Updates a task in the project management system with a custom field value
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Create subtask in ClickUp
Creates a subtask
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Update task in ClickUp
Updates the task with new information or changes
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Search task in ClickUp
Searches for a task
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Post task comment in ClickUp
Posts a comment on a task
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Post list comment in ClickUp
Posts a comment on a list
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Post view comment in ClickUp
Posts a comment on a view
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Create list in ClickUp
Generates a new list
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Update list in ClickUp
Updates a designated list with new information or changes
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Get list details by id in ClickUp
Retrieves detailed information about a list based on its id
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Search list in ClickUp
Scans and retrieves results for a particular list
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Delete list in ClickUp
Deletes a list
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Create folder in ClickUp
Creates a new folder
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Search folder in ClickUp
Searches for a folder
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Update folder in ClickUp
Updates the contents of a particular folder
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Get folder details by id in ClickUp
Retrieves information about a folder using its id
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Create space in ClickUp
Creates a new space
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Get space details by id in ClickUp
Retrieves detailed information of a space using its id
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Search space in ClickUp
Searches for a space
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Invite guest to workspace in ClickUp
Sends an invitation to a guest to join the workspace
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Update space in ClickUp
Updates the space with new content and changes
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Get view details by ID in ClickUp
Retrieves details of a view using its id
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Create task from template in ClickUp
Generates a task based on a pre-defined template
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Add tag to a task in ClickUp
Adds a tag to a task
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Upload task attachment in ClickUp
Uploads task attachments to designated folders
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Add dependency to task in ClickUp
Links tasks together to establish dependencies
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Create space tag in ClickUp
Generates a new space tag
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Update target in ClickUp
Updates the particular target with new data or information
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Get task details by ID in ClickUp
Retrieves the details of a task based on its unique id
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Update time tracked in ClickUp
Logs and updates time spent on tasks in the time tracking tool
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Create target in ClickUp
Generates a new target
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Remove tag from task in ClickUp
Removes a tag from a task
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Create goal in ClickUp
Generates a new goal
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Update goal in ClickUp
Updates the goal based on new information
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Create folderless list in ClickUp
Generates a list of items without organizing them into folders
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Delete dependency from task in ClickUp
Deletes dependency link between two tasks
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Delete target in ClickUp
Deletes a target
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Delete goal in ClickUp
Deletes a goal
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Delete checklist item in ClickUp
Deletes an item from a checklist
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Update space tag in ClickUp
Updates the tag associated with a space
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Get goal details by ID in ClickUp
Retrieves goal details by using their unique id identifier
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Search goal in ClickUp
Searches for a goal
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Search team view in ClickUp
Searches for a team view
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Search task template in ClickUp
Searches for a task template
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Create time entry in ClickUp
Creates a new time entry
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Create checklist in ClickUp
Generates a checklist for tasks
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Update checklist in ClickUp
Updates checklist items with new tasks or completions
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Delete checklist in ClickUp
Deletes a checklist
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Update comment in ClickUp
Updates comments with new information
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Update checklist item in ClickUp
Updates a item on the checklist
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Search custom fields in ClickUp
Searches for custom fields
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Create checklist item in ClickUp
Generates a checklist item
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Search task using filters in ClickUp
Searches for a task using filters
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Search task in view in ClickUp
Searches for a task in a view
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Search sub-task in task in ClickUp
Searches for a sub-task in a task
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Add task link in ClickUp
Creates a hyperlink to add a new task
Try it →
Search folderless list in ClickUp
Searches for a folderless list
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Search list members in ClickUp
Searches for list members
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Search task members in ClickUp
Searches for task members
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Search tracked time in ClickUp
Searches for tracked time
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Search task comment in ClickUp
Searches for a task comment
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Search workspace in ClickUp
Searches for a workspace
Try it →
Search list comment in ClickUp
Searches for a list comment
Try it →
Add task to list in ClickUp
Adds a task to a designated list
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Search space view in ClickUp
Searches for a sub-task in a task
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Search list view in ClickUp
Searches for a list view
Try it →
Search folder view in ClickUp
Searches for a folder view
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Delete task in ClickUp
Deletes a task
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Delete space tag in ClickUp
Deletes a space tag
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Delete time tracked in ClickUp
Removes recorded time entries from the database
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Delete folder in ClickUp
Deletes a folder
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Delete comment from task in ClickUp
Deletes a comment associated with a task
Try it →
Delete space in ClickUp
Deletes a space
Try it →
Search space tag in ClickUp
Searches for a space tag
Try it →

What can you automate with ClickUp + Engage AI?

Turn LinkedIn engagement into actionable project tracking and team follow-ups without manual copying.

What you can automate?
🎯
Create ClickUp tasks from new Engage AI leads
Automatically generate a new task in ClickUp the exact moment a lead is added in Engage AI. Keep your project pipeline updated without manual data entry.
📋
Capture every submitted prospect detail
Map all available lead information from Engage AI directly into your ClickUp task descriptions and custom fields. Your project board becomes a reliable source of truth.
🔔
Alert your team instantly on new leads
Notify your sales channel or assign team members immediately when a new prospect is captured. Eliminate response delays and engage leads while they are active.
🔀
Route leads based on custom criteria
Assign tasks to different team members or boards depending on the lead category, score, or submitted tags from Engage AI.
🔄
Keep project statuses synchronized
Update ClickUp task statuses automatically as prospect interactions progress in Engage AI or secondary tools.
🛡️
Prevent duplicate task creation
Search existing ClickUp tasks before creating new ones so your project boards stay clean and free of duplicate records.
⏱️
Handle later status changes and follow-ups
Trigger secondary reminder tasks and update follow-up schedules automatically when lead statuses shift.
🔗
Extend workflows to CRM and email apps
Connect your core automation to Slack, Gmail, or HubSpot for multi-step pipelines that handle outreach and reporting in one flow.
And much more...

Who is ClickUp + Engage AI integration for?

B2B sales teams, account managers, and lead generation professionals connect these apps to eliminate manual data entry and track prospect pipelines without missing a beat.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Project managers
Project managers
Lead generation specialists
Lead generation specialists
Account executives
Account executives
RevOps managers
RevOps managers
📈
Performance marketers
You're running outreach campaigns on LinkedIn but your tracking sheets only update when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — this integration means every new lead lands in your tools instantly and your data stays current.
Sales development reps
You need to act fast on warm LinkedIn comments, but notifications get buried in social feeds before you can log them in your project planner — automating both apps means every prospect triggers an immediate task in ClickUp so you never miss a warm introduction.
📋
Project managers
You answer to clients who want to see prospect pipeline progress, but team members forget to copy LinkedIn interactions over to your boards — connecting these apps means every lead automatically generates the right task and status update without manual tracking.
🔄
Lead generation specialists
The volume of comments and leads is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned prospects — with this integration, every lead added in Engage AI is processed instantly into your ClickUp workflow.
🤝
Account executives
You own the next sales step and depend on lead generators to hand over prospect details, but manual handoffs cause delays — automating this workflow means tasks are created the moment a lead is captured, keeping your pipeline moving.
🗂️
RevOps managers
You need a reliable history of all prospect touchpoints and keep finding gaps where LinkedIn leads were never logged in ClickUp — connecting these systems means every lead is captured accurately with zero missing records.
Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Engage AI + ClickUp

Build and manage your Engage AI + ClickUp automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Engage AI + ClickUp with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ClickUp to Engage AI?
Frequently Asked Questions
You can connect ClickUp to Engage AI instantly using 1-click automations or by asking Integrately AI to set up your workflow. It links your apps with Salesforce, Slack, and 1,500+ other integrations.
Can I automatically create ClickUp tasks when a lead is added in Engage AI?
Frequently Asked Questions
Can I connect ClickUp, Engage AI, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickUp and Engage AI?
Frequently Asked Questions
How does ClickUp handle tasks and triggers in this integration?
Frequently Asked Questions
How does Engage AI manage lead data during automation?
Frequently Asked Questions
Do I need coding skills to automate ClickUp and Engage AI?
Frequently Asked Questions
Is the ClickUp and Engage AI integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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