Setting up your ClickUp integration in SourceWhale is very simple, all you need to do is follow the steps below.

Go to your initials/image in the bottom left-hand corner of SourceWhale and click on it > Select Integrations

To enable the ClickUp integration, navigate to the settings page and retrieve your API token.

Once you have entered the API Token, click activate -

When the integration is active, you will see a blue tick appear to the right hand side of the ClickUp logo.

On the integrations page, you will be able to set default settings for yourself and your team.

Sync manual contact updates to ClickUp - Automatically update ClickUp with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.

Add Contact to ClickUp - Choose when Contacts get added to ClickUp, either when added to the campaign, when they respond or when they respond positively and are interested. Alternatively, you can choose to not add this contact type.

Only add notes to synced records - Toggling this on will mean that if you have "only when they reply" or "only when they are interested" for the Add Contact to option, we will only add notes to existing records in ClickUp once a Contact has been marked as "interested" or "replied".

Displayed Fields - Choose which ClickUp fields users can optionally tag to a Contact to push into ClickUp.

Mandatory Fields - Choose which ClickUp fields must be filled to push Contacts into ClickUp.

Update field in ClickUp - You can choose "Always update" or "Only update if Blank":

Always update will update the field regardless if there is existing information on a contact in this field. Any existing information will be overwritten by the new information.

Only update if Blank will only update when the field is empty and won't overwrite any existing data.

Filterable Fields - Selected fields will be displayed within the SourceWhale search page as a filter, allowing your team to search your CRM using these fields directly from within SourceWhale.

Here you can choose which activities will create notes in ClickUp.

Create new notes from - Choose for which outreach types a note is pushed in ClickUp.

Here you can map SourceWhale outreach stages to your custom ClickUp stages.

Select the drop-down for each stage to map it to the correct ClickUp Stage.

Here you can customise and map all ClickUp fields to the corresponding SourceWhale variable.

Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬