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Frequently Asked Questions about ClickUp + Gmail integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and Gmail
How can I integrate ClickUp with Gmail?
You can integrate ClickUp with Gmail using our automation platform. By setting up triggers and actions, emails received in Gmail can automatically create tasks in ClickUp, ensuring that no important message gets overlooked.
Can I create a ClickUp task whenever I receive an email from a specific sender?
Yes, you can set a trigger for receiving an email from a specific sender in Gmail that will automatically create a task in your designated ClickUp list. This helps streamline your workflow and ensures priority emails are converted into actionable tasks.
Is it possible to update an existing ClickUp task when an email is starred in Gmail?
Absolutely, by setting up a trigger-action flow, starring an email in Gmail can update the details or status of an existing task in ClickUp. This ensures that your project management stays aligned with important communications.
Can I send emails through Gmail when a new task is created in ClickUp?
Yes, when a new task is created in ClickUp, our integration allows you to set up an action to send an email via Gmail. This keeps your team informed about newly assigned tasks efficiently.
What happens if I delete an email that has already triggered a task creation in ClickUp?
Deleting the initial email will not affect the created task in ClickUp as the integration acts upon the trigger event at the time of action initiation. Your tasks remain safe and unaffected by subsequent deletions of emails.
Is there any way to attach the contents of an email to a ClickUp task directly via integration?
Yes, through our platform, you can configure automation where the content of specific or all incoming emails is attached directly to newly created or existing tasks in ClickUp. This keeps all relevant information consolidated within your tasks.
Do changes made on either platform reflect immediately on the other after integration?
While most changes such as creating or updating tasks based on triggers are near real-time, slight delays might occur due to processing times. Our system ensures updates are efficiently managed between both platforms.
Practical ways you can use ClickUp and Gmail
Track important emails in ClickUp
When a new email arrives in your Gmail that matches certain criteria (e.g., from a key vendor or client), Zapier will create a new task in ClickUp. This ensures critical communications are tracked and assigned without missing any deadlines.
Business ownerLog customer emails as tasks
When a new email from a customer is received in Gmail, Zapier will create a task in ClickUp. This workflow ensures every customer query is documented and assigned promptly, reducing the chance of missing responses and improving resolution times.
Customer support opsOrganize feedback for analysis
When new feedback is received via email, Zapier will log it as a task in ClickUp. This helps you consolidate qualitative data efficiently, making it easier to analyze trends and insights from user feedback.
Data scienceFollow up on sales inquiries faster
When you receive an inquiry email, Zapier generates a task in ClickUp. This workflow ensures no sales lead falls through the cracks, helping increase follow-up rates and conversion metrics.
Sales opsNever miss an application update again
When an application email arrives in Gmail, Zapier creates a task in ClickUp for review. This automation helps keep track of applicant progress efficiently, reducing candidate response times and enhancing the recruitment process.
HR & recruiting opsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.