Intercom integration in ClickUp

The Intercom integration in ClickUp lets your support and success teams turn important customer conversations into actionable work without leaving their chat inbox. By connecting both platforms, you can create tasks, link existing work, and keep your helpdesk organized in one place.

What the ClickUp Intercom integration does

When you connect Intercom to ClickUp, your team can manage support follow-ups more efficiently. Instead of copying details from chats into tasks, you can send conversation data directly into a list.

With this integration, you can:

Create new tasks from Intercom conversations.
Attach Intercom data to ClickUp tasks.
Keep a clear record of customer issues, owners, and status.
Reduce manual work for your support and success teams.

This makes it easier to follow up on feature requests, bug reports, and escalations that start in Intercom.

Requirements before connecting ClickUp

Before you set up the integration, make sure you meet these requirements in both tools.

ClickUp workspace requirements

You must have permission to install apps and manage integrations in your workspace.
Decide which Space or list will store the tasks created from Intercom conversations.
Confirm that your team members have access to that location so they can see and update tasks.

Intercom account requirements

You need an Intercom workspace with access to the App Store.
You must be able to install apps or have an admin install the ClickUp integration.
Make sure pop-up windows are allowed in your browser during the connection flow.

How to install the Intercom app for ClickUp

Follow these steps to connect your Intercom workspace with ClickUp using the official app listed in Intercom’s App Store.

Open Intercom and go to the App Store.
Search for ClickUp in the App Store.
Select the ClickUp app to open its details page.
Click Install or Connect to start the setup.
If prompted, sign in to your ClickUp account in the pop-up window.
Authorize Intercom to access your ClickUp workspace when asked.
Choose the workspace and default list or Space where new tasks should be created.
Complete the authorization steps and close the pop-up when finished.

Once installation is complete, the ClickUp app panel will appear inside the Intercom conversation view, allowing you to create and manage tasks directly from chats.

Using ClickUp inside Intercom conversations

After connecting the integration, you can work with ClickUp tasks from any Intercom conversation. This helps agents ensure that important issues are tracked and resolved.

Create ClickUp tasks from Intercom

To turn a conversation into a task:

Open any customer conversation in Intercom.
Find the ClickUp app in the right-hand sidebar or app tray.
Click Create task in the ClickUp panel.
Select the workspace, Space, folder, and list, if prompted.
Enter a task name that describes the issue or request.
Optionally, add more details to the task description.
Assign the task to the appropriate team member.
Click Create to send the task to ClickUp.

The task will automatically include a link back to the original Intercom conversation, so product and support teams can review the full context later.

Link an existing ClickUp task

If a relevant task already exists, you can associate it with the conversation instead of creating a duplicate.

Open the conversation in Intercom.
In the ClickUp app panel, select the option to Search or Link existing task.
Search by task name or ID.
Select the task you want to connect.
Confirm the link so the task and conversation are associated.

This makes it easy to tie multiple related conversations to the same ClickUp task when customers report the same issue.

View task details from Intercom

From the Intercom sidebar, you can usually see key task information without leaving your inbox.

Typical task details available include:

Task name and status.
Assignee or owner.
Due date, if one has been set.
Direct link to open the task in ClickUp.

This quick view helps agents stay updated on the progress of customer issues.

Best practices for the ClickUp Intercom workflow

To get the most value from the integration, align your processes across teams. A clear workflow ensures tasks created from Intercom are easy to track and complete.

Standardize where ClickUp tasks are created

Choose a single list or a small set of lists for work that comes from Intercom. For example:

A general “Customer Issues” list for all support-related tasks.
A “Bug Reports” list for engineering follow-ups.
A “Feature Requests” list for product feedback.

Using consistent destinations in ClickUp makes reporting and prioritization simpler.

Create a clear triage process in ClickUp

Once tasks flow in from Intercom, define how they should be reviewed and handled.

Assign a triage owner who reviews new tasks daily.
Use statuses such as New, In Review, In Progress, and Resolved.
Set due dates for time-sensitive customer issues.
Use comments to update support agents on progress.

With a consistent process, conversations in Intercom translate into predictable work in ClickUp.

Troubleshooting the ClickUp Intercom integration

If you experience issues while using Intercom with ClickUp, check the most common causes below.

Connection or authorization problems

Confirm you are logged in to the correct ClickUp account during setup.
Verify you have permission to install apps in both platforms.
Check that browser pop-ups are not blocked during the authorization flow.
Reinstall the app from Intercom’s App Store if the connection fails.

Tasks not appearing in ClickUp

Verify that you selected the correct workspace and list during app setup.
Check filters or views in ClickUp that might hide new tasks.
Confirm the integration has not been removed or disconnected.

For full, official instructions or updated troubleshooting steps, review the Intercom integration article in the ClickUp Help Center at this link.

Optimize your ClickUp setup further

The Intercom integration is only one part of a complete support and operations system in ClickUp. You can improve your workspace by refining task templates, automations, and reporting dashboards.

If you need expert help designing workflows, automation, or documentation, you can explore consulting resources such as Consultevo to get strategic guidance for your workspace.

By combining Intercom with a well-structured ClickUp environment, your team can track every customer conversation, assign clear owners, and close the loop on support and product work efficiently.

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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