Take your support team's productivity to the next level by quickly linking and creating ClickUp tasks from the Intercom inbox. Observe task statuses and automatically link to Intercom conversations from your ClickUp tasks.
How to Install
- Go to the Intercom App Store
- Install the ClickUp integration
- Open the Intercom Details sidebar in your inbox
customizein the right sidebar
- Add ClickUp
- Follow the login instructions to connect your Workspaces
What You Can Do
Linking an existing task
Link one or multiple tasks to a conversation in Intercom to quickly jump into the task or track its progress.
- Search the task's name
- Select the task
- Your task is now linked!
Creating a new task
Save time by quickly creating new tasks in ClickUp without leaving your inbox!
Create new Task
- Choose from a recent List or search for one
- Provide a task title and description
Setting a Default List
Have a List you always add new tasks to? Use it as your default List for quicker access.
Set Default List
- Choose from a recent List or search for a List
Viewing your linked task in ClickUp
When you create or link a ticket to a task it will automatically add a link back to the Intercom conversation in your ClickUp task, so you can quickly hop back into action.
Have suggestions for the Intercom Integration? We'd love to hear about them here!