Agentova + ClickUp: your calls and leads tracked as tasks
ClickUp is not a CRM, and Agentova takes it as it is: everything becomes a task. Lily, the phone agent, logs every caller in the ClickUp list you choose, with their email and phone number in your custom fields. An automation can message each new task, and your agents manage tasks, lists and comments from the chat.
Connect ClickUp for freeWhat your agents do with ClickUp
Every caller becomes a task
During the call, Lily creates a task in the list chosen in the action's settings, or updates the caller's existing one. She detects the list's email and phone custom fields on her own: no field IDs to enter.
With LilyDeals and callbacks as tasks too
A deal mentioned on the phone becomes a task whose description holds the amount, and an agreed callback becomes a task with its due date. After the call, the conversation summary is added as a comment.
With LilyFind the caller in the list
If the "Recognize the caller" action is turned on, Lily looks up the caller's email or number in the list's custom fields to find their task and greet them by name.
With LilyA message for every new task
An automation watches a ClickUp space and sends a WhatsApp message or an email you write for every new task, to the email or phone number in its custom fields. You specify the workspace and the space to watch.
With ArthurRun ClickUp from the chat
Ask an agent to create a task from a template, add a checklist to it, comment on it or start a time tracker. It works in the connected ClickUp account.
Actions available in ClickUp
- Tasks
- Create, read, update or delete a task · Create a task from a template · List the tasks in a list or view · Set or remove a custom field
- Checklists
- Create a checklist and its items · Update or delete a checklist or item
- Comments
- Comment on a task, list or view · Reply in a comment thread · Edit or delete a comment
- Spaces, folders and lists
- Create, edit or delete a space, folder or list · List views and their tasks
- Time tracking
- Start or stop a time tracker · Create a time entry
- Agentova features
- Logging of Lily's calls as tasks · Automatic message for every new task
Connect ClickUp to Agentova
- Create your Agentova workspace, then open the AI Brain, Integrations tab.
- Search for ClickUp and click “Connect”.
- Authorize access on the ClickUp sign-in page. The connection goes through Pipedream, our integrations partner.
Frequently asked questions
Can ClickUp work as a CRM for Lily?
Yes, as tasks: the caller, the deal and the callback become tasks in the chosen list, and the summary becomes a comment. For Lily to find a caller by email or phone number, the list needs custom fields of those types.
What if the list has several email fields?
In the automation, you can specify which email or phone field to use. If you do not, the field is detected by its type.
Do I need a paid ClickUp plan?
No. ClickUp opens its API starting with its free plan. Your ClickUp plan limits still apply, including to the custom fields Lily needs.
Can you connect ClickUp to ChatGPT?
Agentova does not connect ClickUp to ChatGPT. Its agents connect to your account themselves: Lily logs your calls there, an automation messages each new task, and in the chat an agent creates or updates your tasks when you ask.
How do I disconnect ClickUp from Agentova?
In the AI Brain, Integrations tab, remove the ClickUp account. The agents then lose access to its data and actions.
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