ClickUp

If your team already works out of ClickUp, this stops FoxFlow being a second place to check. Tag a lead, and a task appears where the work actually gets tracked.

What it does

You map a tag to a ClickUp list. When a lead or contact gains that tag, FoxFlow creates a task in that list.

Someone tags a lead "site-visit"
   → FoxFlow creates a task in your mapped ClickUp list
   → your team works it in ClickUp as normal

That's the whole integration. It's narrow on purpose: FoxFlow handles the conversation, ClickUp handles the work that follows from it.

Connecting and mapping

1. Organization Settings → Integrations → ClickUp, and sign in with ClickUp.
2. Create a destination: pick one of your tags and the ClickUp list its tasks should go to. You can set default assignees for the tasks, and enable or disable each destination without deleting it.

You can map several tags to several lists. Each mapping is independent.

Tasks are created once

When a tag is added, FoxFlow creates the task and records that it did. If the tag is later removed and added again, no second task is created.

This matters in practice. Tags get toggled while people are tidying up a board, and without this you'd accumulate duplicate tasks for the same job. One tag, one task, ever.

Where it fits

Tags can be applied automatically

You don't have to tag by hand. A tag arriving from any of these triggers the task:

• A step's tags on entry, so moving a lead to a column creates a task.
• Contact settings applying tags on entry or conversion.
• Someone tagging manually.

Combining the first one with ClickUp is the powerful version: dragging a card to Quoted creates the quoting task, and nobody had to remember to do it.

Troubleshooting

No tasks are being created. Check the destination is enabled and that the tag matches exactly. Tags are lowercase, so map the tag as it appears in your tag list.

A task wasn't created for a lead that has the tag. It most likely already had the tag — tasks are only created when a tag is newly gained, and only once per tag.

Reconnect needed. The ClickUp authorisation lapsed. Reconnect and mappings resume working.

What it won't do

• It won't sync task status back into FoxFlow. Finishing a task changes nothing on the lead.
• It won't create a task for every lead — only for tags you've mapped.
• It won't recreate a task you deleted in ClickUp.