Close + ClickUp Integrations
Put Close + ClickUp to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Close and ClickUp
See the kind of workflows teams build with Close and ClickUp below — describe the exact one you want above and the Agent builds it on demand.
Close + ClickUp
When a custom activity is published in Close, create a follow-up task in ClickUp.
Generate project tasks when deals are won
When a deal is won in Close, automatically create a project task in ClickUp to kick off client onboarding.
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Update CRM deal stages when project tasks complete
When a milestone task is completed in ClickUp, automatically update the deal stage in Close to keep sales reps informed.
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Log activity in CRM when task comments are added
When a comment is added to a client task in ClickUp, automatically log the activity in Close on the customer record.
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Browse the full workflow library →
Looking to achieve something else with Close and ClickUp?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Close and ClickUp
Everything Close and ClickUp can do inside a workflow — the triggers that start one and the actions that run when it fires.
Close Explore Close →
Close is a sales-focused customer relationship management system designed for inside sales teams to handle calling, emailing, and deal tracking.
TriggersTriggers when a new call recording or voicemail is added to Close.
Triggers when a new call or voicemail transcript is added to Close.
Triggers when a new Call is created or completed.
Triggers when a new Contact is added to a Contact Smart View.
Triggers when a new contact is created.
Triggers when a Custom Activity is published (saved).
Adds an address to a lead.
Creates a new WhatsApp message.
Delete logged call.
Delete an email on a lead.
Deletes a single email address from an existing contact.
Exports an activity overview or an activity comparison report to a CSV file.
ClickUp Explore ClickUp →
ClickUp is an all-in-one productivity platform that combines task management, document editing, goal tracking, and project planning in one interface.
Knit's Integrations Agent builds ClickUp's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against ClickUp's API.
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Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
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1CRM
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AccuLynx
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Act!
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Actionstep
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Advyzon
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AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Aha!
A product roadmap and strategic planning software that helps product teams outline strategy, capture ideas, and manage feature releases.
airfocus
airfocus is product strategy and project management software that helps teams prioritize tasks and build visual product roadmaps.
Aisle Planner
Aisle Planner is an event management and design suite built specifically for wedding coordinators and event planning professionals.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Close + ClickUp
Is there a pre-built Close + ClickUp automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Close and ClickUp's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Close or ClickUp connector?
No. The Agent works whether or not Close or ClickUp already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting ClickUp and Close help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in Close automatically spin up project tasks?
Yes, when a deal is won or changes stages in Close, you can instantly create initial project tasks in ClickUp.