How to Integrate ClickUp with Zoom for Meeting Management using Zapier



Guide

  1. Click on the 'Create' button and select 'Zaps'.

  2. Search for 'ClickUp' as the trigger app.

  3. Select a trigger event.

  4. Connect your ClickUp account.

  5. Select the workspace.

  6. Select the workspace, space, and list to monitor. Click 'Continue'.

  7. Click o n the 'Test trigger' button.

  8. Once you have the record, click on the 'Continue with selected record' button.

  9. Choose Zoom as the action app.

  10. Select an action event to automatically schedule a new Zoom meeting.

  11. Authorize Zapier to access your Zoom account by clicking the 'Allow' button.

  12. Set up meeting details and click 'Continue'.

  13. Test the connection by clicking 'Test step'.

  14. Click on the 'Publish' button to ensure the ClickUp task triggers a Zoom meeting correctly and updates ClickUp with meeting details.

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