SyncMatrix.
ClickUp logo + Keap logo

Automate ClickUp & Keap

Stop paying for mismatched spreadsheets. Sync data between ClickUp and Keap in real-time, so you can manage your operations without the busywork.

Get This Workflow Built
Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["ClickUp"]
        T1(["Assignees"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Keap"]
        A1(["Add a Product to an Invoice"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Clickup and Keap are not integrated, project updates in Clickup often fail to reflect in Keap, leading to lost task assignments and client follow-ups. For example, if a project manager updates a task status in Clickup, the sales team may not receive timely notifications in Keap, causing delays in client communication. This results in the sales team manually checking Clickup multiple times a day, wasting hours that could be spent on direct client engagement.

Top Ways to Automate ClickUp & Keap

  • Automated Task Creation: Instantly create ClickUp tasks from new Keap contacts or leads, ensuring your team can prioritize follow-ups without missing a beat.
  • Real-Time Status Updates: Automatically update Keap records when tasks are completed in ClickUp, providing your sales team with the most current project statuses and enhancing client communication.
  • Streamlined Lead Management: Trigger automated workflows that assign tasks in ClickUp based on Keap lead scores, allowing your team to focus on high-priority prospects and improve conversion rates.

How to Build the ClickUp → Keap Sync

  1. In Clickup, configure a Standard Webhook by navigating to the 'Integrations' section of your workspace settings. Set the trigger to activate on task status changes.
  2. Specify the webhook URL to point to your server endpoint that will handle incoming data from Clickup.
  3. In your server code, listen for POST requests at the specified endpoint. Extract the relevant payload data, including task ID, status, and assignee from the Clickup webhook payload.
  4. Construct a POST request to the Keap REST API endpoint '/contacts' to create or update a contact. Ensure to include the extracted data in the request body, mapping Clickup task details to Keap contact fields.
  5. Test the integration by changing a task status in Clickup and verifying that the corresponding contact in Keap is updated accordingly.

Developer Warnings & API Gotchas

  • Ensure that the task ID from Clickup matches the contact ID in Keap; otherwise, updates may create duplicate contacts instead of updating existing ones.
  • Be aware that Clickup's webhook payload may not include all necessary fields for Keap, requiring you to handle default values or additional API calls to complete the data set.
  • Monitor the structure of the payload from Clickup as it may change; any changes could break your parsing logic if not handled correctly.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in ClickUp... Assignees
    Do this in Keap Add a Product to an Invoice
  • When this happens in ClickUp... Custom Fields
    Do this in Keap Create Company
  • When this happens in ClickUp... Custom Task Type
    Do this in Keap Create Invoice
  • When this happens in ClickUp... Fetch Custom Actions
    Do this in Keap Create Note
  • When this happens in ClickUp... Folder
    Do this in Keap Create Product

SyncMatrix Experts

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I can see you're looking at mapping ClickUp to Keap. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?