Send leads to ClickUp

What you need

A personal API token: ClickUp → your avatar → Settings → Apps → API Token. It starts with pk_.

Connect and route

1. In Destinations, connect ClickUp with the token.
2. Create a route and pick the list. We show every list the token can see, grouped by workspace and space, the same way ClickUp's sidebar does.
3. Map the fields. The task name is required; the description and any custom fields on that list are optional.

A good default is the person's name or email as the task name, and the conversation summary as the description.

Custom fields

ClickUp's public API can read custom fields but cannot create them. If a field you want does not exist yet, add it in ClickUp first and then reload the field list in the route dialog. This is why Create missing fields is not offered for ClickUp.

When it fails

The dispatch log shows the request and the response. The usual causes are a token that lost access to the space, or a required custom field on the list that the lead had nothing for.