How to Sync Updated ClickUp Tasks to Freshdesk Automatically Using Pabbly Connect

Learn how to automate the synchronization of ClickUp tasks to Freshdesk using Pabbly Connect. Step-by-step tutorial with detailed instructions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for ClickUp and Freshdesk Integration

To sync updated ClickUp tasks to Freshdesk automatically, you first need to access Pabbly Connect. Start by signing up for a free account on the Pabbly Connect website. This platform is essential for creating automation workflows between your applications.

Once you have signed up, log in to Pabbly Connect, and you will be directed to the dashboard. Here, click on the ‘Create Workflow’ button to begin setting up your integration. Name your workflow something descriptive like ‘Sync ClickUp with Freshdesk’. After naming your workflow, click on the ‘Create’ button to proceed.

2. Selecting ClickUp as the Trigger Application in Pabbly Connect

In the workflow setup, the first step is to select the trigger application. For this integration, search for and select Pabbly Connect as the trigger application. The trigger event will be set to ‘Task Updated’, which means the workflow will activate whenever a task in ClickUp is updated.

To connect ClickUp, click on ‘Connect’ and choose ‘Add New Connection’. You will need to provide your ClickUp API key, which can be found in your ClickUp account settings under the profile icon. Follow these steps to retrieve your API key:

• Click on your profile icon in ClickUp.
• Navigate to the ‘Apps’ section.
• Copy the API token displayed there.

After pasting the API key into Pabbly Connect, click ‘Save’ to establish the connection.

3. Testing the ClickUp Connection in Pabbly Connect

Once your ClickUp connection is established, Pabbly Connect will prompt you to perform a test submission. This is necessary to ensure that Pabbly Connect can correctly capture any updates made in ClickUp. To do this, go to your ClickUp account and manually update a task. using Pabbly Connect

For example, change the status of a task from ‘In Progress’ to ‘Complete’. After making this change, return to Pabbly Connect. Here, you should see the data from your ClickUp update reflected in the response section. This confirms that Pabbly Connect is successfully receiving updates from ClickUp.

4. Setting Freshdesk as the Action Application in Pabbly Connect

Now that ClickUp is set as the trigger, the next step is to set Freshdesk as the action application. In the workflow setup, click on the plus icon to add a new action step. Search for Freshdesk and select it. The action event will be ‘Update Ticket’, which allows Pabbly Connect to modify tickets in Freshdesk based on ClickUp updates. using Pabbly Connect

To connect Freshdesk, click ‘Connect’ and select ‘Add New Connection’. You will need to provide your Freshdesk subdomain and API key. The subdomain can be found in the URL of your Freshdesk account. For the API key, navigate to your profile settings in Freshdesk and copy the API key. This information is essential for Pabbly Connect to communicate with Freshdesk.

5. Mapping ClickUp Task Details to Freshdesk Tickets

After connecting Freshdesk, you will need to map the ticket details to ensure that updates in ClickUp reflect correctly in Freshdesk. In the action setup, toggle the mapping option to select the ticket that corresponds to the ClickUp task. This is where the tag you added to the ClickUp task becomes important, as it should match the ticket number in Freshdesk. using Pabbly Connect

For instance, if you tagged your ClickUp task with a number (like ‘5’), make sure to map this tag in the ticket ID field in Freshdesk. This way, whenever the task is updated in ClickUp, Pabbly Connect will automatically update the corresponding ticket in Freshdesk, closing it if necessary. Finally, test the workflow by updating a task in ClickUp and verifying that the ticket in Freshdesk reflects the changes.

Conclusion

In conclusion, using Pabbly Connect to synchronize updated ClickUp tasks to Freshdesk can significantly enhance your workflow efficiency. This integration allows for seamless updates without manual intervention, ensuring that your customer support tickets are always up to date. By following the steps outlined in this tutorial, you can set up this automation easily and start benefiting from improved productivity.