ClickUp

What the ClickUp integration does

Salesfinity's ClickUp integration connects through Composio and lets the Salesfinity AI Companion browse spaces, lists and tasks in your ClickUp workspace, and create, update or comment on tasks once you approve the change. It is an assistant-level connection. ClickUp tasks are not synced into Salesfinity, and nothing about it touches contacts or dialing.

Reading your workspace

• List spaces, folders and lists the connected account can see.

• Find tasks by assignee, status, due date or keyword.

• Read a task's description, custom fields and comments.

Task actions requiring approval

• Create a task in a list you name, with assignee and due date you confirm.

• Update status, priority or a custom field.

• Add a comment to an existing task.

Common use cases

Capturing follow-up work from a calling block

A session produces five commitments: send pricing, loop in an AE, chase a reference. Ask the Companion to create those as tasks in your ClickUp list with due dates. You approve the batch, and the commitments live somewhere accountable instead of in your notes app.

Handing an account to another team with the context attached

When a call needs someone else to act, ask the Companion to create a task assigned to them containing what the prospect said and the account details. The person picking it up does not have to ask you for background.

Reviewing what is still open from last week's calls

Before a new calling block, ask the Companion which tasks you created from calls are still open. That tells you who is owed something before you dial them again.

How to connect ClickUp to Salesfinity

1. In Salesfinity, open Settings → Integrations.

2. Select ClickUp from the AI Companion integrations.

3. Authorize your ClickUp workspace on the Composio consent screen.

4. Confirm the integration shows as connected in Salesfinity.

5. Ask the AI Companion to list tasks in one of your ClickUp lists to verify access.

Frequently asked questions

Does the ClickUp integration sync contacts or calling lists?

No. It does not import contacts and cannot create a calling list. Use CSV import, a native CRM integration, or the List Builder for that.

Will Salesfinity create a task automatically after every call?

No. Tasks are created only when you ask, and each one is shown to you for approval first. Salesfinity's own follow-up and disposition features handle in-platform call follow-up.

Can the Companion see all of my ClickUp workspace?

Only what the connected ClickUp account already has permission to see. The integration does not widen access.

Should I use ClickUp tasks instead of Salesfinity follow-ups?

They serve different purposes. Salesfinity follow-ups keep the next call scheduled inside the dialing workflow. ClickUp tasks are better when the work belongs to someone outside the calling team.