How to Use ClickUp as a CRM Marketing Hub

ClickUp can act as a powerful CRM marketing workspace when you set it up with the right structure, views, and automations. This step-by-step guide walks you through configuring ClickUp to manage leads, organize campaigns, and keep your marketing team aligned.

The instructions below are based on the CRM and marketing workspace best practices described in the official CRM marketing software guide, adapted into a practical how-to format.

Step 1: Plan Your ClickUp CRM Structure

Before you build anything, outline how you want ClickUp to mirror your marketing process and sales funnel.

Define your core ClickUp spaces

Create at least two dedicated Spaces:

• Marketing CRM — for leads, contacts, accounts, and deals
• Marketing Operations — for campaigns, content, and assets

Within the Marketing CRM Space, plan Lists such as:

• Inbound Leads
• Sales Qualified Leads (SQLs)
• Opportunities / Deals
• Customers

Map your funnel stages in ClickUp

Use task statuses to track where each lead or deal is in your funnel. Typical statuses include:

• New
• Contacted
• Engaged
• Qualified
• Proposal Sent
• Won / Lost

These statuses help everyone see the health of your pipeline directly inside ClickUp, without switching tools.

Step 2: Build a CRM List in ClickUp

Next, turn your plan into an actionable CRM List that captures the information you need about every lead.

Create a dedicated CRM List

1. Open the Marketing CRM Space in ClickUp.
2. Create a new Folder called Leads & Deals.
3. Inside that Folder, add a List named Inbound Leads.

Each task in this List will represent a lead or contact.

Add custom fields for CRM data in ClickUp

To track marketing and sales details, add custom fields to your List. Common fields include:

• Company (Text)
• Deal Value (Currency)
• Lead Source (Dropdown: Organic, Paid, Referral, Event, Email, Social)
• Industry (Dropdown)
• Owner (User)
• Close Date (Date)
• Lifecycle Stage (Dropdown: Subscriber, Lead, MQL, SQL, Opportunity, Customer)

Use these fields consistently so you can filter, group, and report on your CRM directly in ClickUp.

Step 3: Design ClickUp Views for Marketing Work

Views in ClickUp give marketers different lenses on the same CRM data so they can act quickly and collaborate.

Set up a Board view for pipeline tracking

1. In your Inbound Leads List, add a Board view.
2. Group cards by Status so each column represents a stage of your funnel.
3. Show custom fields such as Deal Value and Lead Source on cards for quick insights.

This turns ClickUp into a visual pipeline where you can drag and drop leads between stages.

Create a Table view for CRM reporting in ClickUp

To slice and dice your CRM data:

1. Add a Table view to the same List.
2. Enable the columns for your key custom fields.
3. Use filters to show leads by owner, stage, or source.
4. Save favorite filters (e.g., My Open Deals, High-Value Opportunities).

This gives you spreadsheet-style reporting without leaving ClickUp.

Add a Calendar view for campaign timing

For time-based planning:

1. Create a Calendar view on your campaign or content Lists.
2. Use Start Date and Due Date to visualize launch windows.
3. Color-code tasks by Channel or Campaign using custom fields.

Now your team sees when each marketing activity is scheduled right inside ClickUp.

Step 4: Connect Marketing Campaigns to ClickUp CRM

To understand how campaigns influence revenue, connect your marketing execution Lists with your CRM Lists.

Create a Campaigns List in ClickUp

1. In the Marketing Operations Space, add a Folder named Campaigns.
2. Create a List for each major campaign, or one master List with a Campaign Name custom field.
3. For each campaign task, track fields like Channel, Goal, and Primary Offer.

Link leads and deals to campaigns

Use relationships and task links in ClickUp to connect work:

• Add a Task Relationship custom field to your CRM List called Campaign.
• Associate each lead or deal with the campaign that generated it.
• Open the related campaign task to see the attached deals and outcomes.

This lets your team trace revenue impact back to specific marketing efforts.

Step 5: Automate CRM Workflows in ClickUp

Automations reduce manual updates so your CRM stays accurate while your team focuses on selling and creating.

Set up status-based automations in ClickUp

Examples of helpful automations include:

• When status changes to Contacted → assign the task to the Owner field.
• When status changes to Won → move task to the Customers List and set Lifecycle Stage to Customer.
• When due date arrives → post a comment reminding the owner to follow up.

Configure these rules at the List level so they apply to every new lead in ClickUp.

Use templates for repeatable CRM tasks

Speed up your process by building task templates in ClickUp for common scenarios, such as:

• New inbound lead
• Demo or discovery call
• Proposal and negotiation

Each template can include:

• Pre-filled custom fields
• Subtasks for follow-ups
• Checklists for qualification questions

When new leads arrive, apply the right template to maintain consistency.

Step 6: Collaborate With Your Team in ClickUp

ClickUp consolidates communication so your marketing and sales teams do not lose context across tools.

Use comments and @mentions

Inside each CRM task:

• Use @mention to loop in stakeholders for approvals or feedback.
• Attach call notes, meeting recordings, or proposal files.
• Log key decisions directly in the task thread.

This keeps the full history of each lead accessible to everyone in ClickUp.

Share dashboards for marketing and sales

Create Dashboards that pull from your CRM Lists to show:

• Deals by stage
• Total pipeline value
• Leads by source
• Campaign performance summaries

Share these Dashboards with leaders so they can review performance without leaving ClickUp.

Step 7: Measure and Improve Your ClickUp CRM Setup

Once your workspace is running, refine it based on data and feedback.

Review key metrics in ClickUp regularly

Schedule a recurring review (weekly or monthly) to examine:

• Conversion rates between funnel stages
• Average time in each status
• Pipeline value by owner or channel

Use filters and groupings in List or Table views to explore patterns directly inside ClickUp.

Iterate on fields, views, and automations

As your marketing strategy evolves:

• Add or simplify custom fields to match what your team actually uses.
• Create new views for emerging channels or segments.
• Refine automations to remove manual work and reduce errors.

Document your standards in a CRM Playbook Doc stored in ClickUp so new team members onboard quickly.

Next Steps: Extend Your ClickUp CRM

To go further, connect your ClickUp workspace to other tools in your stack:

• Use integrations or imports to bring in leads from forms and landing pages.
• Sync with email and calendars for meeting tracking.
• Export data for advanced analysis when needed.

If you need help designing a scalable workspace or advanced automation strategy, a specialist agency like Consultevo can assist with implementation and optimization.

By structuring your workspace, configuring CRM Lists, building focused views, and automating repetitive steps, you can turn ClickUp into a central hub for your marketing and sales collaboration.

Need Help With ClickUp?

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

Get Help

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