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Get more done with Tidio and ClickUp integration

Turn a conversation into a ClickUp task and answer status without leaving the inbox.

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Integration availability depends on your Tidio plan.

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Category

Project Management

Integration availability depends on your Tidio plan.

Compare plans

Use cases

What you can do with Tidio and ClickUp

Hand off without retyping

A bug or a request described in Tidio becomes a ClickUp task with the transcript attached, so the team that picks it up has the details first hand.

Answer where it stands

The ClickUp status reaches the conversation, so an agent replies with a real update instead of promising to find out.

Tell the customer it shipped

When the ClickUp task is closed, the conversation reopens with the news, which is the follow up everyone means to send and forgets.

Route work to the right list

Conversations can create tasks in different ClickUp lists by topic, so bugs, billing and requests do not land in one pile.

Overview

Most of what support cannot answer becomes work for somebody else, and ClickUp is where that work lives. Connected to Tidio through Zapier or the Tidio API, a conversation becomes a ClickUp task with the transcript attached, and when the task moves, the answer comes back to the chat. The customer hears about it from the person who was already talking to them.

Key features

  • Create a ClickUp task from a chat with the transcript and customer details already in it
  • Answer what the status is using the ClickUp task rather than a walk to somebody's desk
  • Close the loop so the customer hears when the ClickUp task is done
  • Keep the queue tidy with one task per conversation instead of a chain of messages
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ClickUp

Project Management

Tags

  • Project Management

  • Team Collaboration

How it works

Connect ClickUp in minutes

  1. 1

    Connect Tidio and ClickUp

    Link the two with Zapier, Make or the Tidio API and choose the ClickUp spaces and lists a conversation may write to.

  2. 2

    Decide what becomes a task

    Map topics and tags to ClickUp lists, fields and assignees so a handover takes no typing.

  3. 3

    Report back automatically

    Status changes in ClickUp return to the conversation, and the customer is updated from there.

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Frequently asked questions

Common questions about the ClickUp integration

What ends up in the ClickUp task?

Whatever you map, usually the transcript, the customer details and the topic, placed in the list and fields your team already uses. Nothing has to be retyped.

Do customers see the ClickUp task?

No. They see the update your team sends in the chat. ClickUp stays internal and only the status you choose to share reaches the conversation.

Is the ClickUp integration available on my plan?

Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the ClickUp integration.