ClickUp + Nutshell Integration

Integrate ClickUp to Nutshell in one click, or tell Integrately AI how you want each task handled. Convert tasks to leads, update contact records, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Nutshell
    Person is created in Nutshell Instant
  • Nutshell
    Activity is created in Nutshell Instant
  • Nutshell
    Lead is created in Nutshell Instant
  • Nutshell
    Lead is won in Nutshell Instant
  • Nutshell
    Company is created in Nutshell Instant
Arrow Right
2.
  • 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
  • Nutshell
    Create person in Nutshell
  • Nutshell
    Search person in Nutshell
  • Nutshell
    Create lead in Nutshell
  • Nutshell
    Update lead in Nutshell
  • Nutshell
    Search lead in Nutshell
  • Nutshell
    Create company in Nutshell
  • Nutshell
    Search account in Nutshell
  • Nutshell
    Get contact by ID in Nutshell

Trusted by experts at...

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Ready Workflows Ready Workflows for ClickUp + Nutshell Integration

Create leads from tasks, update contact records, sync project states, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Nutshell + ClickUp Integration

Create ClickUp checklist for new Nutshell person

When you create a new person in Nutshell, this automation will automatically create a related checklist in ClickUp. This makes it easy to track the progress of your person's information and keep everything organized.

You can customize your ClickUp board however you like, and add as many tasks as needed to track the progress of your person's information. Stay organized and efficient with Nutshell and ClickUp!
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Nutshell + ClickUp Integration

Create ClickUp task for new Nutshell person

Nutshell and ClickUp are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Nutshell, do you also create a task in ClickUp? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your ClickUp + Nutshell flow

Teams often want to notify channels, log meetings, or send emails once tasks become leads. Pick a combination and activate it in one click.

ClickUp
Nutshell
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
+
GmailGmail (3)
+
StripeStripe (3)
C
N
S
Add every new ClickUp task to Nutshell as a lead, and notify your sales channel in Slack
New ClickUp tasks appear in Nutshell as a new lead instantly and your sales channel hears about it in Slack, so nobody re-types details or misses a follow-up.
N
C
S
When a Nutshell lead is won, create a follow-up task in ClickUp, and alert your team in Slack
Won Nutshell leads instantly trigger a new task in ClickUp and notify your team in Slack, keeping everyone aligned on next steps.
C
N
S
When a ClickUp task status is updated to complete, update the Nutshell lead and post the update in Slack
Completed ClickUp tasks update your Nutshell lead stage automatically and notify your team in Slack, removing manual status updates.
C
N
S
If a ClickUp task priority is high, create a priority Nutshell lead and alert your sales channel in Slack
High-priority ClickUp tasks generate urgent Nutshell leads and alert your sales channel in Slack, ensuring rapid response times.

Supported triggers and actions for ClickUp and Nutshell

Mix and match to build the exact automation you need

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
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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
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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
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Instant
Folder is updated in ClickUp
Triggers the automation when a folder is updated
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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
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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
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Task is updated in ClickUp
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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
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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
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Search list comment in ClickUp
Searches for a list comment
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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
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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
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Delete space in ClickUp
Deletes a space
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Search space tag in ClickUp
Searches for a space tag
Try it →
Nutshell
Nutshell Triggers & Actions
Instant
Person is created in Nutshell
Triggers the automation when a new person is created
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Instant
Activity is created in Nutshell
Triggers the automation when a new activity is created
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Instant
Lead is created in Nutshell
Triggers the automation when a new lead is created
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Instant
Lead is won in Nutshell
Triggers the automation when a lead is marked as won
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Instant
Company is created in Nutshell
Triggers the automation when a new company is created
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Create person in Nutshell
Generates a new person
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Search person in Nutshell
Retrieves information about a person
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Create lead in Nutshell
Generates new leads for potential customers
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Update lead in Nutshell
Updates the lead information
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Search lead in Nutshell
Retrieves information for a particular lead
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Create company in Nutshell
Generates a new company profile with given details
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Search account in Nutshell
Searches for account information
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Get contact by ID in Nutshell
Retrieves a contact's information based on their id
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What can you automate with ClickUp + Nutshell?

Connect ClickUp and Nutshell to automate your core workflows, eliminate manual data entry, and keep your entire team synchronized.

What you can automate?
🔄
Turn ClickUp tasks into Nutshell leads automatically
Create a new lead in Nutshell the moment a task is added in ClickUp. Eliminate manual copying and ensure no opportunity slips through the cracks.
📋
Capture every custom field and task detail
Map task descriptions, assignees, and due dates directly into Nutshell lead records. Keep your CRM fully enriched with accurate project context.
🔔
Notify your team the moment things change
Alert sales and project channels instantly when tasks are created or leads are won. Keep every stakeholder informed without extra status meetings.
🔀
Route records based on task priority or custom fields
Send high-priority ClickUp tasks to designated sales tiers in Nutshell. Ensure urgent client requests get immediate attention from the right team.
🔄
Keep your CRM and project boards synchronized
Update Nutshell lead stages automatically whenever corresponding task statuses change in ClickUp. Maintain accurate records across both platforms.
👥
Add or update records without creating duplicates
Search existing contacts in Nutshell before creating new entries. Keep your database clean and organized with intelligent matching.
Handle later status changes and deal completions
Trigger follow-up tasks in ClickUp the moment a lead is won in Nutshell. Seamlessly transition clients from sales to project onboarding.
💬
Extend your workflow to team communication apps
Connect ClickUp and Nutshell with Slack to announce project wins and task updates in real time. Keep your entire organization aligned on progress.
And much more...

Who is ClickUp + Nutshell integration for?

Project managers and sales teams rely on this integration to eliminate manual data entry, keep pipelines synchronized, and accelerate follow-ups without missing critical updates.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Operations leads
Operations leads
Project coordinators
Project coordinators
Business owners
Business owners
📈
Performance marketers
You're managing campaign tasks in ClickUp but tracking conversions in Nutshell, so your pipeline reports are always missing recent activity — automating both apps means every task update lands in your CRM instantly and your metrics stay current.
Sales reps
You need to act on new project requirements immediately, but you find out about client requests hours after they are created in ClickUp — connecting these apps means every new task creates a lead instantly so you can reach out first.
🤝
Account managers
You answer to clients who want to see steady project progress while their deals are managed in Nutshell, but your task boards are separate — with this integration, project milestones update your CRM records automatically.
📊
Operations leads
The volume of tasks and CRM records is too high for anyone to keep up by hand, leading to missed follow-ups and data gaps — automating both apps means every record stays synchronized without manual data entry.
🎯
Project coordinators
You own the onboarding stage and depend on sales reps to hand over closed deals from Nutshell into ClickUp, but details often get lost — this integration means won deals generate project tasks automatically.
💼
Business owners
You need a reliable history of your sales pipeline and project execution, but disconnected systems create conflicting records — connecting these apps means your task management and CRM always match.
Our team

Ready Workflows Did you know?

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 ClickUp + Nutshell

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

1,500+ apps connected
1,500+ apps connected
Connect ClickUp + Nutshell 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?

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Frequently Asked Questions

How do I connect ClickUp to Nutshell?
Frequently Asked Questions
You can connect ClickUp to Nutshell using 1-click automations on Integrately or by asking Integrately AI to build the workflow. Select a ready template between ClickUp, Nutshell, and apps like Slack or Google Calendar to start synchronizing tasks and leads immediately.
Can I automatically turn ClickUp tasks into Nutshell leads?
Frequently Asked Questions
Can I connect ClickUp, Nutshell, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickUp and Nutshell?
Frequently Asked Questions
How does ClickUp data trigger Nutshell lead creation?
Frequently Asked Questions
Can Nutshell deal updates modify ClickUp tasks?
Frequently Asked Questions
Do I need coding skills to automate ClickUp and Nutshell?
Frequently Asked Questions
Is the ClickUp and Nutshell integration free?
Frequently Asked Questions
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