ClickUp Integration for meetergo
Every booking becomes a task in the ClickUp list you choose, with a due date, the booking answers and your custom fields filled in.
Connect meetergo with ClickUp so every booking in your company becomes a task. Each invitee gets their own task in the list you pick. The name combines the meeting type and the invitee's name. The description holds the date and time, location or video link, contact details, every booking answer and a link to the booking. The task is due at the start of the meeting and is assigned to the ClickUp member whose email matches the host's. meetergo also fills your list's custom fields, for example email, phone or company. A reschedule moves the due date and a cancellation closes the task. Available on the Light plan and above.
Key Features
What you get with meetergo + ClickUp
One task per booking
Each invitee gets a task named after the meeting type and their name, due at the start of the meeting, tagged meetergo.
Custom fields filled for you
meetergo matches your fields by type and name: email, phone, company and every booking question a field is named after. You see each match and can change it.
The right assignee
The task goes to the ClickUp member whose email matches the host's email.
Reschedules and cancellations
A reschedule updates the due date and description. A cancellation adds a comment and moves the task to the list's closed status.
How It Works
Connect ClickUp to meetergo
You need a ClickUp account and admin rights in meetergo. meetergo sees only the spaces and lists the token's user can see in ClickUp.
Copy your API token in ClickUp
In ClickUp, open Settings, then Apps. Under API Token, select Generate or copy your existing token. It starts with pk_.
Connect ClickUp in meetergo
Open Integrations, pick ClickUp and paste the token. Then choose the workspace, space, folder and list for your tasks.
Check the fields and save
Review how your custom fields are matched and save. Per meeting type, under CRM, you can turn tasks off or send them to another list.
Use Cases
How teams use meetergo + ClickUp
Onboarding and client projects
Every booked kickoff lands as a task in your project list, with all answers from the booking form.
Agencies and service providers
Requests from intro calls turn into tasks your team picks up directly in ClickUp.
Recruiting and interviews
Every booked interview shows up as a task for the person in charge, due when the interview starts.
FAQ
Frequently Asked Questions
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