Integration

ClickUp Lead Sync

Turns leads and orders from your MonoChat conversations into ClickUp tasks, and brings what your team changes in ClickUp back to MonoChat: a message to the customer, a note, a tag, an event for your flows, profile fields and comments.

Install free Already using MonoChat? Open in your workspace

New to MonoChat? This creates your account and workspace and installs ClickUp Lead Sync for you. Already have an account? Sign in and the app page opens so you can install it.

  • ClickUp
  • WhatsApp
  • Instagram
  • Lead Ads

ClickUp Lead Sync

By MonoChat, an official Meta Business Partner

Free to install

Read the ClickUp Lead Sync guide
A WhatsApp conversation that became a lead task in a ClickUp list, with the customer’s phone, e-mail and source

What ClickUp Lead Sync does

ClickUp Lead Sync connects your MonoChat conversations to your ClickUp. Leads and orders from your chats become ClickUp tasks, filled the way your team works.

What your team changes in ClickUp comes back to MonoChat: a message to the customer, a note for the team, a tag, or an event for your own flows.

A ClickUp card beside every conversation shows the customer’s tasks, and the Today screen shows what was sent, what fired and anything that needs a look.

  • Chats become ClickUp leads

    A new conversation, a new customer’s first message, a tag, a profile field, a Lead Ads form or your AI assistant creates a task in the list you choose. When the same customer already has an open task from the rule, the app adds a comment to it instead of a new task.

  • ClickUp moves, MonoChat answers

    When a task’s status becomes the one you choose, a field condition is met or an order is paid, MonoChat can message the customer, write a note for the team, add or remove tags, assign or close the conversation, or start your own flows with a custom event.

  • Fields and comments both ways

    A mapped name, phone, e-mail or CRM profile field can be set to “Both ways”, so a change on either side updates the other. A new ClickUp comment becomes a note in the conversation, and a note your team adds to the customer becomes a comment on the open task.

Screens and features

Everything you work with once ClickUp Lead Sync is installed.

  • Your fields, your way

    Task name and description from templates, status, assignee (fixed, or the agent on the conversation), tags, priority, and any MonoChat value mapped to a ClickUp custom field. A value that does not fit a field is left empty and shown in the activity log.

  • Orders

    Paid orders become tasks in your order list, or the customer’s open order is marked paid. Paid is decided by a MonoChat payment, a status or field in ClickUp, or your own system through a simple API call. “Order paid → thank-you message” is ready to add during setup.

  • Messages to the customer

    Free text while the conversation allows it, your approved WhatsApp template otherwise. Customers with an opt-out tag never get a message from the app.

  • Filters and control

    Channels, ad or organic source, business hours and keywords decide which conversations become leads. A rule can wait a few minutes for a phone number or e-mail before it creates the task.

  • Beside every conversation

    The ClickUp card shows the customer’s tasks, their status and the latest ClickUp comment, opens them in ClickUp, and lets the team send the conversation as a lead or create an order with one click.

  • Today and activity log

    Leads and orders sent, reactions fired and any errors. The activity log keeps 90 days, and anything that failed can be retried. When ClickUp asks the app to slow down, the work waits and continues by itself.

See ClickUp Lead Sync

How to get started

From install to your first answered customer.

  1. Install the app

    Install ClickUp Lead Sync in your workspace. Sample data lets you see the screens before your first lead.

  2. Connect ClickUp

    Paste a ClickUp personal API token (ClickUp › Settings › Apps) and choose the list for your leads, and one for orders if you use them.

  3. Set your rules and fields

    Choose what creates a lead, map MonoChat values to ClickUp fields, and add the reactions you want when a task changes.

  4. Try it in test mode

    In test mode nothing is written to ClickUp and nothing goes to customers; every step is written as a whisper in the conversation. When it looks right, turn test mode off.

  • ClickUp cannot call MonoChat, so the app reads the changes of the lists it uses every 1, 5 or 15 minutes.
  • On the ClickUp Free plan, custom fields can only be used a limited number of times. When the limit is reached, the app still creates the task, writes the field values into its description and tells you on the Today screen.

Step-by-step guide: every screen and setting of ClickUp Lead Sync

Install free

New to MonoChat? This creates your account and workspace and installs ClickUp Lead Sync for you. Already have an account? Sign in and the app page opens so you can install it.

FAQ

ClickUp Lead Sync: FAQ

Straight answers before you install.

What do I need to connect ClickUp?

A ClickUp personal API token (ClickUp › Settings › Apps) and a list for your leads. Connecting with your ClickUp login (OAuth) instead of a token is planned.

Will it create duplicate tasks for the same customer?

No. When the same customer already has an open task from the rule, the app adds a comment to it instead of creating a new task.

How fast do ClickUp changes reach MonoChat?

The app reads the changes of the lists it uses every 1, 5 or 15 minutes, as you choose. Instant updates from ClickUp are planned.

Can it message the customer when an order is paid?

Yes. “Order paid → thank-you message” is ready to add during setup. The app sends free text while the conversation allows it and your approved WhatsApp template otherwise.

Does it work on the ClickUp Free plan?

Yes. On the Free plan custom fields can only be used a limited number of times; when the limit is reached, the app still creates the task, writes the field values into its description and tells you on the Today screen.

Can I try it without touching ClickUp or customers?

Yes. In test mode nothing is written to ClickUp and nothing goes to customers; every step is written as a whisper in the conversation, so you can try everything on real chats.

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Install it free from this page. New to MonoChat? Your account and workspace are created for you.

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$150 to get started.

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