How to use ClickUp integrations for marketing teams

ClickUp lets marketing teams connect their favorite tools so they can plan campaigns, manage content, and track performance in one workspace. This guide explains how to set up the main marketing integrations and use them step by step to simplify your daily workflows.

Why connect your marketing tools to ClickUp

Integrating your apps with ClickUp helps reduce manual work and keep projects organized. Instead of switching between many platforms, your team can manage requests, content, and reporting from a single place.

With the right setup, you can:

• Turn marketing requests into actionable tasks.
• Sync messages and comments from external tools.
• Keep creative assets and approvals in one system.
• Track performance data alongside campaign work.

Plan your marketing integrations in ClickUp

Before connecting tools, decide how your marketing Space should be structured in ClickUp. This helps you map integrations to the right Lists and Folders.

1. Create or open a marketing Space dedicated to your team.

2. Set up Folders for areas such as Campaigns, Content, Social, and Design.

3. Create Lists for specific workflows like blog production, paid ads, or email campaigns.

4. Define key fields (statuses, assignees, priorities, custom fields) that you want to use across your tools and in ClickUp tasks.

This structure will guide how you connect forms, communication tools, and file storage platforms to ClickUp.

How to connect automation and forms to ClickUp

Use Make and Zapier with ClickUp

Make and Zapier help you automate repetitive marketing processes by connecting ClickUp with tools like CRMs, email platforms, and ad managers.

1. Create an account in Make or Zapier, or log in to your existing one.

2. Start a new scenario (in Make) or Zap (in Zapier).

3. Select ClickUp as a trigger or action app.

4. Connect your ClickUp workspace when prompted and authorize access.

5. Choose triggers such as new task, task updated, or task status changed.

6. Add actions in other apps, like creating contacts, updating deals, or sending notifications.

7. Test the workflow, then turn it on so it runs automatically when ClickUp events occur.

Build Typeform lead flows into ClickUp

Use Typeform for marketing surveys, lead capture, or event registrations, then automatically create tasks in ClickUp to follow up with each response.

1. Set up your form in Typeform with all required questions.

2. Use Typeform’s integration or a connector such as Zapier or Make.

3. Choose Typeform as the trigger when a new response is submitted.

4. Select ClickUp as the action to create a task in a specific List.

5. Map form fields (name, company, email, responses) to ClickUp task fields and custom fields.

6. Test by submitting a form and confirm that a new task appears in your ClickUp List.

Turn feedback into ClickUp tasks with FeedBear

If your team uses FeedBear to collect ideas and feedback from users, you can turn those submissions into organized work in ClickUp.

1. Open your FeedBear workspace and go to the integrations section.

2. Connect ClickUp and authorize your workspace.

3. Choose which boards or feedback categories should create ClickUp tasks.

4. Map feedback fields to task titles, descriptions, and status.

5. Enable the integration and confirm that new feedback entries appear as tasks in the correct List.

Streamline communication tools with ClickUp

Connect LiveChat and HelpCrunch to ClickUp

LiveChat and HelpCrunch let you manage live conversations with customers and leads. When you connect them to ClickUp, your team can follow up on issues or requests without missing details.

1. Open the settings or integrations area in LiveChat or HelpCrunch.

2. Find the ClickUp integration and start the setup process.

3. Authorize access to your ClickUp workspace when prompted.

4. Specify when a conversation should create a task in ClickUp, for example when a chat is tagged, closed, or assigned.

5. Choose the Space, Folder, and List in ClickUp where new tasks will be created.

6. Map chat details like customer name, conversation transcript, and tags to the ClickUp task fields.

7. Save the integration and test it with a sample conversation.

Sync support and feedback with ClickUp

By linking your communication tools to ClickUp, marketing, sales, and support teams can collaborate in one place. Use task comments and @mentions to coordinate follow-ups without leaving the task.

Centralize creative and assets in ClickUp

Use Figma and Mockplus inside ClickUp

Design teams often share mockups, prototypes, and design systems during campaigns. With the right setup, your marketing Space can link directly to Figma and Mockplus resources.

1. Open a design-related task in ClickUp.

2. Attach links to Figma or Mockplus files directly to the task.

3. Use custom fields or descriptions to reference versions or design states.

4. Tag stakeholders in task comments to collect feedback.

5. Update task statuses in ClickUp to track progress from concept to final design.

This keeps creative work and approvals near campaign plans, content calendars, and reporting tasks.

Connect file storage tools with ClickUp

Most teams rely on cloud storage services to manage assets. Use ClickUp’s attachment and linking features to keep important files one click away.

• Attach images, documents, and videos to tasks so assets are visible where work happens.

• Use descriptions and checklists to describe which assets go to which channel.

• Create dedicated Lists for asset reviews, using statuses to track feedback, revisions, and approvals.

Track marketing performance with ClickUp

Connect data sources to ClickUp through automation tools

While analytics platforms hold your raw data, ClickUp can track the work behind experiments and campaigns.

1. Decide which key metrics you want to monitor in ClickUp, such as lead count, campaign launch dates, or content output.

2. Use Make or Zapier to send summary data or status updates from your analytics tools into ClickUp tasks or custom fields.

3. Set up recurring tasks in ClickUp to review performance weekly or monthly.

4. Use dashboards in ClickUp to display key fields, workload, and campaign timelines in one place.

Best practices for managing ClickUp marketing integrations

To keep your connected systems stable and easy to manage, follow these tips.

• Assign an owner for each integration who maintains connections and permissions.

• Document where each integration sends data inside ClickUp, including Lists, statuses, and custom fields.

• Review automation logs regularly in tools like Make or Zapier to catch errors quickly.

• Limit who can change integration settings to avoid accidental changes.

• Test any new workflow in a separate Space or List in ClickUp before rolling it out to the full team.

Where to learn more about ClickUp marketing integrations

For detailed integration steps, screenshots, and supported features, review the official marketing integrations article on the ClickUp Help Center: ClickUp integrations for marketing teams.

If you want strategic help designing scalable marketing systems around ClickUp and automation platforms, you can also explore consulting resources such as Consultevo.

By planning your workspace, choosing the right tools to connect, and following the steps above, your marketing team can turn ClickUp into a central hub for campaigns, content, design, and performance reporting.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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