ClickUp + Gainsight Integration
Connecting ClickUp (productivity) and Gainsight (crm) reduces the gap between productivity and crm in your team's daily workflow. There's no native connector, but both tools work with Zapier and Make — the workflow below covers the fastest path.
Integration Status
Via automation platform
No direct native connector between ClickUp and Gainsight, but both tools support Zapier and Make. Most PM workflows can be replicated with a few zaps.
What teams use this integration for
Turn customer requests into features
When a deal or support ticket in Gainsight surfaces a feature request, push it straight to ClickUp with customer and ARR context attached. Product teams get better signal about which requests have commercial weight.
Notify sales when features ship
Close the loop from roadmap to revenue: when a ClickUp epic ships, automatically update the linked Gainsight deal or trigger a customer notification sequence.
Sync status automatically
When work progresses in ClickUp, reflect that change in Gainsight automatically — reducing manual status updates and keeping stakeholders informed without extra effort.
Centralise team notifications
Route ClickUp activity — new comments, assignments, and status changes — into Gainsight so your team stays informed in the tool they already have open.
How to set it up
- In ClickUp settings, check the Integrations section for a direct Gainsight connector (ClickUp supports 20+ native integrations — Gainsight may be listed).
- If no native connector exists, open Zapier or Make and search for both ClickUp and Gainsight. Both tools are likely available as triggers and actions.
- Choose your trigger: a common starting point is "New task in ClickUp" triggering an action in Gainsight, or vice versa. Start with one automation before building a full workflow.
- Connect and authorise both accounts in the automation platform. Use accounts with the right workspace permissions — read access isn't enough for write actions.
- Run a test with a live item. Check that data maps correctly (task titles, assignees, due dates) and adjust field mappings before activating for the team.