ActiveCampaign and ClickUp, ready to switch on
A contact carrying the tag you nominate opens a task in the ClickUp list you choose with the email, the source and a due date, and closing the task tags them back in ActiveCampaign. You paste two keys in your account and we switch it on for you.
No setup fee, cancel any month, and a person on live chat if a key doesn't work.
More with these apps: all ActiveCampaign integrations · all ClickUp integrations
What moves, and when
The details you would normally get after a sales call. Here they are up front.
| What | Direction | When | Rule |
|---|---|---|---|
| A tag opens a task in the list you pick | ActiveCampaign to ClickUp | Within seconds | With the email in a custom field, so the list can be filtered by person instead of read line by line |
| Priority from the tag | ActiveCampaign to ClickUp | With every task | A tag you mark as urgent creates the task at high priority, and everything else arrives normal |
| A date on everything | ActiveCampaign to ClickUp | With every task | Set the number of days once and each task gets a due date, because a task without one is a task nobody does |
| Status comes back as a tag | ClickUp to ActiveCampaign | When the status changes | The statuses you map add or remove tags, which is what lets a paused sequence pick up again |
| One contact, one task | Both ways | Every change | Matched on the email address kept in that custom field |
How to set up ActiveCampaign and ClickUp
A few minutes of your time, then it's ours.
- Choose ActiveCampaign and ClickUpPress Connect. This pair is already selected on the checkout page at $39 a month, and there's nothing else to pick.
- Pay and open your accountCard or invoice, about two minutes. The account opens with this integration waiting for its two keys.
- Paste the ActiveCampaign API key and the ClickUp API token
- ActiveCampaign API key: in ActiveCampaign open Settings in the left menu, then Developer. Full ActiveCampaign guide
- ClickUp API token: in ClickUp open your avatar, then Settings, then Apps. Full ClickUp guide
Each screen carries the full guide with the exact menu names, about four minutes for both. - We check both keysEach key is checked against ActiveCampaign's and ClickUp's own API the moment you paste it. If one doesn't pass, the screen says what to fix, and a person joins the chat if that isn't enough.
- Tag one test contact, then we switch it onA minute or two. Put the tag you chose on a contact in ActiveCampaign and watch the task appear in the list. From then on we watch it for you. A person checks the setup and switches it on, within a working day.
When ActiveCampaign or ClickUp changes its API, we fix it within a working day. You don't get a ticket to solve.
- Everything in the table above, with monitoring on.
- Fixes when either app changes its API.
- A person on live chat, weekdays 10:00 to 19:00 EET.
- Custom logic beyond the table is priced separately.
What it will cost once you can switch it on yourself. While we're in beta we connect it by hand and don't charge for it.
Ways to connect ActiveCampaign and ClickUp
Two ways people connect these two, and what each one asks of you.
Before you decide
Which contacts turn into work?
Only the ones carrying a tag you name. That keeps the board about people someone has to act on, not about everyone who ever gave an email address.
Who ends up as the assignee?
The owner from ActiveCampaign when the same person exists in ClickUp, otherwise the default you pick while connecting. Nothing lands unassigned.
Which ClickUp list should we point it at?
The one your team actually opens each morning. Tags that mean different work can point at different lists, and we set that up while connecting rather than leaving you a rule to maintain.
Does removing the tag close the task?
Only if you ask for that rule. By default a task stays open until somebody closes it in ClickUp, because a tag can disappear for reasons that have nothing to do with the work being done.
Anything to know about ActiveCampaign?
The API key belongs to the user who made it, so the integration acts with that user's permissions and shows up in the account as that user.
Anything to know about ClickUp?
The personal token acts as you, so tasks the integration creates show your name as their creator. A user made for the integration keeps that tidy.
What if mine is a bit different?
Tell us what should go where in plain words. Small changes to the rules above are usually free; bigger ones we price within a working day and build into the same account.
