Connect ClickUp to Raysly

Connect ClickUp to Raysly from Integrations. Raysly creates a ClickUp task in a list you choose for every new lead. The task has the lead id, source, region and a link.

This guide says exactly what the ClickUp connection does today. Raysly does not read more than the connection asks for.

Before you start

• Sign in to Raysly as the account owner or an admin. Only owners and admins can connect or disconnect an integration.
• Have the ClickUp account that should be linked to Raysly.

Connect

1. Open the ClickUp tile. In Raysly open Settings → Integrations. Find the ClickUp tile with the search box or the Projects and notes filter, and click Connect on the tile. A details panel opens. Click Connect in the panel to go to ClickUp.
2. Approve ClickUp. Sign in to ClickUp and approve, then pick the list in the Raysly panel.
3. Check the connection. Raysly brings you back to Integrations and shows a green confirmation banner. The tile now says Connected, and the details panel shows which account it is connected as. The tile shows ClickUp as connected. New leads become tasks in that list.
4. Know what the connection does. Raysly creates a ClickUp task in a list you choose for every new lead. The task has the lead id, source, region and a link.

Disconnect

In Settings → Integrations open the ClickUp tile and click Disconnect, then confirm. Raysly marks the connection as revoked and stops using it. Tasks already created in ClickUp stay there.

Raysly's authorisation can stay listed at ClickUp after you disconnect. To remove it there as well, remove Raysly from the ClickUp apps list.