How to Connect ClickUp with Intercom AI Agents

Connecting ClickUp with Intercom AI agents lets your team turn conversations into trackable work without leaving the inbox. This step-by-step guide explains how to install the app, configure workspace connections, and use key features inside Intercom.

What You Need Before Connecting ClickUp

Before you start, confirm the following requirements so the ClickUp and Intercom connection works smoothly.

• An active Intercom workspace with permission to install apps.
• Access to the Intercom App Store.
• A ClickUp workspace and a user account with permission to authorize apps.
• At least one Space and list in ClickUp where tasks can be created.

Once these items are ready, you can set up the integration using the ClickUp app for Intercom.

Step 1: Install the ClickUp App in Intercom

The first step is to install the integration from the Intercom App Store so Intercom can communicate with your ClickUp workspace.

1. Sign in to your Intercom workspace as an admin or a user with app install permissions.

2. Open the Intercom App Store and search for the official ClickUp app. You can also access it directly from the source page at ClickUp Intercom integration.

3. Click the app listing to open the details page.

4. Select the option to install or connect the ClickUp app to your Intercom workspace.

After installation, Intercom prompts you to authorize access to your ClickUp workspace.

Step 2: Authorize Your ClickUp Workspace

Next, you must connect Intercom to your ClickUp account so the app can create and sync tasks from conversations.

1. When prompted in Intercom, click the button to sign in to ClickUp.

2. Enter your ClickUp login credentials or use single sign-on if enabled.

3. Review the requested permissions. These typically include access to view and create tasks, lists, and related items in your ClickUp workspace.

4. Confirm authorization to complete the connection between Intercom and ClickUp.

After authorization, your workspace is available inside the app panel in Intercom, and agents can begin using ClickUp actions in conversations.

Step 3: Configure ClickUp Workspace Settings

Once the connection is active, configure how Intercom interacts with your ClickUp workspace.

Select Default Spaces and Lists in ClickUp

To streamline task creation from Intercom, choose where new items should be stored.

1. Open the ClickUp app panel inside an Intercom conversation.

2. From the settings or configuration area, pick the ClickUp workspace if you belong to more than one.

3. Select a default Space and a default list where new tasks created from Intercom will go.

4. Save your preferences so every agent sees consistent defaults when working from the inbox.

You can still change the Space and list on individual tasks, but defaults help agents move faster.

Manage User Access Between Intercom and ClickUp

If multiple users handle conversations, ensure they each have access to the correct ClickUp workspace.

• Confirm that every support or sales agent has a ClickUp account, or invite them if needed.
• Verify they are added to the required Spaces and lists where tasks will be created.
• Encourage agents to sign in to ClickUp from the Intercom app panel the first time they use it, so actions are associated with their user identity.

Step 4: Create ClickUp Tasks Directly from Intercom

When the integration is configured, agents can create tasks from customer conversations without leaving Intercom.

1. Open any Intercom conversation that requires follow-up work.

2. In the sidebar, locate the ClickUp app panel.

3. Click the option to create a new task.

4. Enter the task title that clearly describes the request.

5. Add details such as description, priority, assignee, due date, and custom fields supported by your ClickUp workspace.

6. Choose the Space and list if you want to override the default location.

7. Save the task. A link to the ClickUp task will now appear in the Intercom conversation.

This workflow lets agents convert chats or emails into actionable items while preserving traceability in ClickUp.

Step 5: Link Existing ClickUp Tasks to Intercom Conversations

Sometimes the necessary task already exists in ClickUp. In those cases, you can simply link it to the Intercom conversation instead of creating a duplicate.

1. Within an Intercom conversation, open the ClickUp app panel.

2. Search for an existing task by name, ID, or other supported filters.

3. Select the correct task from the results.

4. Attach the task to the conversation so the Intercom thread and the ClickUp task are directly related.

Linking tasks gives your team full visibility into what work is already underway and prevents duplicate effort across ClickUp and Intercom.

Step 6: Track Task Status from Inside Intercom

After tasks are linked or created, agents can monitor progress without switching tools.

View ClickUp Task Details in Intercom

From the ClickUp app panel on a conversation, you can typically see:

• Task title and ID.
• Current status, such as Open, In Progress, or Closed.
• Assignee, due date, and priority.
• Direct links to open the task in ClickUp if deeper edits are needed.

This visibility allows support and sales teams to keep customers updated on the status of their requests based on real-time ClickUp data.

Update Key Fields for ClickUp Tasks

Depending on your configuration, you may be able to update selected fields directly from Intercom. Common options include:

• Changing task status when an issue is resolved.
• Reassigning the task to a different teammate.
• Adjusting due dates if timelines shift.

Any updates made in the Intercom panel synchronize with the main record in ClickUp, keeping both systems aligned.

Best Practices for Using ClickUp with Intercom AI Agents

To get the most from the integration, follow these usage tips across your workspace.

• Define clear naming conventions: Use consistent titles and tags in ClickUp so Intercom agents can quickly find related tasks.
• Set automation rules in ClickUp: When tasks are created from Intercom, use automations to assign owners, apply templates, or move tasks to specific stages.
• Train your team: Walk agents through creating and linking tasks in the ClickUp panel so they understand how work flows between systems.
• Use AI summaries: When available, let AI agents summarize long conversations and add the summary to the ClickUp task description for faster context.

Troubleshooting the ClickUp and Intercom Connection

If something is not working as expected, use these quick checks before escalating.

• Verify app installation: Confirm the ClickUp app is still installed and enabled in the Intercom App Store.
• Reauthorize access: If you encounter errors, try disconnecting and reconnecting your ClickUp workspace.
• Check user permissions: Make sure agents have access to the Spaces and lists where tasks are stored in ClickUp.
• Confirm network and browser settings: Ensure pop-ups are allowed so authorization windows for ClickUp can open.

If problems continue, review documentation from the source page and contact support for further help.

Where to Learn More About ClickUp Integrations

To expand your workflow beyond Intercom, explore additional resources on process optimization and workspace design. A good starting point is the consulting site Consultevo, which offers guidance on productivity, systems, and app strategy that you can adapt for your ClickUp environment.

For official details about supported features, updates, and requirements for the Intercom connection, always refer to the source integration page at ClickUp and Intercom AI agents.

By following the steps in this guide, your team can reliably connect ClickUp with Intercom AI agents, turning every conversation into organized, trackable work inside a unified workspace.

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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