ClickUp is a universal project management platform that helps teams organize their workflow, plan tasks, and increase productivity.
Key Integration Features with ClickUp:
Creating Tasks after a call in a selected list with the required status;
Transferring call information and UTM tags to the Task comments based on the client's phone number;
Transferring AI analysis after a call to the Task comments based on the client's phone number;
Integration with Ringostat Smart Phone – displaying the Task name with a link to it;
Setting up smart call forwarding.
Integration Setup
The integration is configured individually by our Ringostat specialists. To set up the integration, you need to contact us via support chat and provide the configuration data.
What is needed for integration setup:
ClickUp access with Administrator level;
Full name of the Top Manager;
For which calls should information be transferred to ClickUp?
It's possible to transfer for all calls, only missed calls, only successful calls, only inbound calls, only outbound calls;
Select definitions for creating new Task
Possible options:
Definition considering Task status – create new Tasks only if there is no Task for the client's phone number and/or there is a Task but in a completed status. When choosing this option, you should specify the Task statuses in which a Task should not be created for the client's phone number.
Definition ignoring Task status – create new Tasks based on the client's phone number only if there are no Tasks for that number in any status.
Name of the page where Tasks should be created;
Name of the page where Tasks should be searched;
Name of the status that should be assigned to newly created Tasks;
Name of the text field in ClickUp where to keep the customer's phone number;
Full name of the integration top manager;
What AI analysis parameters should be included in the comments of the Tasks (if necessary);
Important!
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Integration Logic
Incoming Calls
When a new client calls, a Task is automatically created in ClickUp. The task comment contains call data, UTM tags, and AI analysis results of the conversation.
The Task is created on the page selected in the integration settings and assigned to the responsible employee.
Outgoing Calls
When calling a new client, a Task is created with call data recording and AI analysis in the same way as for an incoming call.
It is added to the selected ClickUp page and automatically assigned to the manager who made the call.
Based on the type of the call, the Task will be marked with a Status:
"Normal":
- for successful incoming calls;
- for successful outgoing calls;
- for unsuccessful outgoing calls.
"Urgent":
- for unsuccessful incoming calls.
When a call comes from a client whose number already exists in ClickUp, depending on the chosen logic for definition new Task creation, either a comment will be added to the existing Task or a new Task will be created with a comment about the call.
When choosing the "Definition considering Task status" logic, for a call from a client's phone number that exists in Tasks, the statuses of existing Tasks will be checked. If the status of existing Tasks for the client's phone number was not specified during integration setup – a new Task will be created with a comment about the call data.
When choosing the "Definition ignoring Task status" logic, for a call from a client's phone number that exists in Tasks – a new Task will not be created. A comment with call data will be added to the existing entity.
Entities will be created in the same way for outgoing calls as well.
AI Analysis
If the AI analysis is enabled in the project, a comment with AI analysis will be added to entity cards based on the client's phone number, containing the call date/time and AI parameters selected during integration setup.
Example of AI analysis recording:
Integration with Ringostat Smart Phone
All information about the Ringostat Smart Phone calling program is contained in this section of the knowledge base.
Integration with RSP provides the ability to display the Task name with a link to it in the ClickUp system during a call.