Direct integration with ClickUp
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A
Anthony Reyes
OK so it's clear that people including myself WANT a ClickUp integration but the OP hasn't actually said HOW it would work so I will help:
- Integration at the Agency level, and separate integration at the client level
- Popup tab that can be put in the top bar next to profile icons and alerts/notifications that will popup tasks and active projects in ClickUp.
- Syncing of tasks and association of opportunities to projects in ClickUp and being able to link projects to specific sub-accounts or the agency as a whole.
- Project Management System integration natively in GHL that will pull all data from ClickUp concerning a project. This can take the form of a tab/page on the left hand menu called "Project Management" this can also be a great source of income for GHL as they can resell ClickUp with us adding a margin. This is definitely doable as ClickUp does offer white label for enterprise, does have a reseller/partner program, and would welcome the additional sales.
The integration doesn't need to be 100%, but if we can get the project management functionality in, that'd really make life easier. This can tackle things like onboarding clients, build outs, issue tracking and ticketing, etc.
R
Roger Percy
How?
R
Roger Percy
As a daily Clickup & GHL user, please explain what benefits an integration may bring?
S
Simon Bakker
Would be very helpful!
R
Roger Percy
Simon Bakker how?