How can I filter for specific document types?

DryMerge allows you to filter documents based on their types or tags. Specify your filter criteria, and DryMerge will handle the rest.

Can I use this with Google Drive instead of ClickUp?

Yes, you can use this with Google Drive instead of ClickUp. Describe the necessary changes, and DryMerge will adjust the automation accordingly.

Which people use this automation? What do they use it for?

This automation is handy for sales and project management teams who need to ensure that all documents related to a task are centrally located in Zoho CRM.

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ClickUp + Zoho CRM

Attach ClickUp Task Documents to Zoho CRM Records

Streamline document management by automatically attaching documents from ClickUp tasks to corresponding Zoho CRM records. This ensures all related documents are easily accessible within your CRM.

New Task Document

Triggers when a new document is attached to a ClickUp task.

Attach to CRM Record

Attaches the ClickUp task document to the corresponding Zoho CRM record.

See more ClickUp to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Send ClickUp Task Comments to Zoho CRM

ClickUp + Zoho CRM

Add Comments to Zoho CRM Records from ClickUp Task Comments

ClickUp + Zoho CRM

Create ClickUp Tasks from Updated Zoho CRM Records

ClickUp + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Attach ClickUp task documents to Zoho CRM records"

Attach ClickUp task documents to Zoho CRM records

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with ClickUp + Zoho CRM.

Create Task

Creates a new task in Clickup

Create Task Comment

Adds a comment to a Clickup task

Create Time Entry

Creates a new time entry for a Clickup task

Update Task

Updates an existing task in Clickup

Create Folder

Creates a new folder in Clickup

Create List

Creates a new list in Clickup

List Spaces

Lists all Clickup spaces

Get Task Comments

Gets comments for a Clickup task

Search Tasks

Searches for tasks in ClickUp based on criteria

New ClickUp Task

Triggers when a new ClickUp task is created

ClickUp Task Changes

Triggers when a ClickUp task is updated

Create Zoho CRM Task

Creates a new task in Zoho CRM

App details

ClickUp

ClickUp is an all-in-one productivity platform for planning, tracking, and collaborating on projects. Manage tasks, docs, goals, and more in a customizable workspace.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.