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By using involve.me's native integration with ClickUp you can - for every submission that is completed - automatically create tasks, receive submission data and entrust these tasks to an assignee of your choice.
If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your funnel's card and selecting "Connect" - then just click "Connect" on ClickUp's card.
If you're not currently logged into your ClickUp account, you'll be prompted to do so.
Once you're logged in, you will be asked to pick a workspace for involve.me to connect to. You can pick just one or multiple workspaces - once you're done with your selection just click "Connect Workspace(s)".
Once you have connected ClickUp to involve.me, you'll be able to see the name and creation date of this connection.
ClickUp Spaces
When setting up the integration, you will need to pick the team, which one of the spaces inside your ClickUp workspace will be used, as well as which folder the list you wish to use is in (if it's inside one) and finally, you can pick the list where the tasks will be added to.
By default, the task name will be set to "Submission Date and Time" but you can change this.
You can also select an assignee and in how many days will be the due date - both of these are optional.
Data Mapping for the ClickUp Integration
In order for your integration to receive submission data, make sure to create custom fields in ClickUp accordingly.
Once the integration has been connected to your funnel, you'll find the button "Manage Custom Fields" on the funnel's integration settings, which is where you can map the involve.me fields to the integration fields.
Default Custom Fields That Need to Be Created Beforehand
If you want to receive data for the below fields, then you'll need to create them in ClickUp exactly as shown in the column "ClickUp Fields".
involve.me Fields | ClickUp Fields | Type |
Text | ||
Outcome | outcome | Text |
Funnel | involveme_project | Text |
Title | Title | Text |
First name | First name | Text |
Last name | Last name | Text |
Gender | Gender | Text |
Job title | Job title | Text |
Organization name | Organization name | Text |
Street | Street | Text |
Zip | Zip | Text |
City | City | Text |
State | State | Text |
Country code | Country code | Text |
Country | Country | Text |
Phone | Phone | Text / Phone |
Mobile phone | Mobile phone | Text / Phone |
Fax | Fax | Text / Phone |
Website | Website | Text / Website |
Birthday | Birthday | Text / Date |
Correctly answered questions | Correctly answered questions | Text / Number |
Score | Score | Text / Number |
Outcome points | Outcome points | Text / Number |
Calculator result* | Calculator result | Text / Number |
Calculators by ID (eg. ca_xxxxxxx)** | ca_xxxxxxx | Text / Number |
Text / Website | ||
Text / Website | ||
Text / Website | ||
Text / Website | ||
Embed URL | Embed URL | Text / Website |
Remote ID | Remote ID | Text |
*This is the result of the first calculator in the funnel, if there's only one calculator you can use this field.
**If you have multiple calculators in your funnel you can specify them by ID.
Data From Question Elements
Any other collected data fields (e.g. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".
Tags
involve.me submissions can not only create custom fields but also assign tags in ClickUp automatically.
In your funnel integrations setup under the “Manage Tags & Custom Fields” button, you can turn on tags for different kinds of submission data:
Outcomes
Funnel name
Answers from questions
When an opt-in checkbox was ticked
Tags will allow you to trigger different actions in your ClickUp account or help you organize incoming data. Please be aware that in order to have tags set you do not need to also setup custom fields, they can be used independently.
Good to Know
A task's name will turn into "Submission Date and Time" by default, if the option/data you picked is not being collected.
E.g. If the task name is set to "email" but you don't collect an email address, then the task's name will be the submission's date and time instead.
The integration will fail to trigger if you created a Phone/Mobile phone/Fax custom field with type "phone" and the number that the participant provides is invalid. This won't happen if the field has the type "Text", even if the number provided is invalid.
If you have configured a ClickUp integration on a funnel and you duplicate said funnel, your integration settings will duplicate as well. You can at any time remove the connection for the duplicated funnel and add a different one.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, to your involve.me funnel.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing Your Integration
Once the integration has been set up and connected to your funnel, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact our support team.