ClickUp integration: a task for every booking

Connect ClickUp to create a task for every booking of your company. Each invitee gets one task. Rescheduling moves its due date and cancelling closes it. CRM integrations require Light or higher, and an admin connects them.

Get your API token

1. In ClickUp, click your avatar and open Settings.
2. Open Apps. Under API Token, select Generate (or Copy if you already have one). The token starts with pk_.

Connect ClickUp

1. Open Integrations, find ClickUp, and select Connect.
2. Paste the token and select Connect.
3. Pick the workspace, space, folder and list your tasks should go to. Where there is only one option, meetergo picks it for you.
4. Check the Fields and select Save.

What meetergo creates

• Name: the meeting type and the invitee's name, for example Demo: Ada Lovelace.
• Description: date and time in the host's timezone, location or video link, the invitee's email and phone, every booking answer, and a link to the booking in meetergo.
• Due date: the start of the meeting.
• Assignee: the ClickUp member whose email matches the host's email, if there is one.
• Tag: meetergo.

Field matching

meetergo fills your list's custom fields with booking values. It matches by type and name: a field named Email or E-Mail gets the invitee's email, Phone or Telefon the phone number, Company or Firma the company, and a field named like a booking question gets its answer. An email or phone field also gets the invitee's email or phone when that is the only value that fits.

You see every matched field in the ClickUp settings and can change it or select Don't fill. If two values fit a field equally well, meetergo asks you which one to use before you can save.

meetergo fills these field types: text, short text, email, phone, number, website, date, dropdown and checkbox. A dropdown gets the option whose name matches the answer. Values ClickUp would not accept, for example a phone number without country code, are left out.

Per meeting type

Open a meeting type, go to CRM, and select Manage next to ClickUp. There you can turn task creation off for this meeting type or send its tasks to another list. Another list gets its own field matching right there.

Reschedules and cancellations

A reschedule updates the task's due date and description. A cancellation adds the comment "Appointment cancelled" ("Termin storniert" for hosts whose language is German) and moves the task to the list's closed status. A list without a closed status keeps its status and only gets the comment.

If a sync fails

Bookings always succeed, even when ClickUp is unavailable. Rate limits and short outages are retried automatically. If ClickUp no longer accepts the token, for example after it was regenerated, the ClickUp card shows Reconnect needed. Select Reconnect and paste a new token.

Disconnect

Open the ClickUp settings and select Disconnect. New bookings no longer create tasks. Tasks already in ClickUp stay there. To revoke the token itself, regenerate it in ClickUp under Settings > Apps.