ClickUp is configurable workplace efficiency software that can be used by all departments in a company to automate sales emails. ClickUp allows users to create an automated email sequence that sends emails at specific times based on when someone gmail account.
This is perfect for sending follow-up emails or other messages throughout the day. It also allows users to train customers on how to use a product, which helps improve satisfaction and leads to higher conversion rates.
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ClickUp has a robust set of Gmail integration features designed for marketers to render all email marketing campaigns directly in ClickUp.
It integrates with Gmail to turn your emails into landing pages, CRM lists, and PPC campaigns. ClickUp also makes it faster and easier to launch products or services by automating online marketing activities and providing an advanced analytics platform.
You’ll want to learn how to integrate ClickUp with Gmail so you can use your email to manage your customers, help them stay connected with their accounts, and get instant answers when they need it.
How to integrate Gmail directly with ClickUp
The only things you need are:
- A Gmail account
- A ClickUp account
- The Google Chrome extension
To integrate ClickUp with Gmail, you need to perform the following steps:
First, download the latest version of ClickUp on your phone or on your computer as an extension. Sign in to your ClickUp account on your phone or computer (Image A† Then add ClickUp as an extension on your computer.
Image A
Sign in with an existing email account
A confirmation email will be sent to you with a number to verify your ClickUp account (Figure B† If you don’t have a Gmail account, you can easily sign up for one.
Figure B
Go to your Gmail inbox and click the ClickUp logo in an email of your choice.
Figure C
Launch the ClickUp extension. This will open the ClickUp extension so you can create tasks, lists, and more.
Figure D
If you have more than one Gmail account, make sure you select the correct version of Gmail from the drop-down menu. You can check this by clicking the Settings button in Gmail.
Figure E
When the Chrome extension opens, you have two choices: associate with the task and create a new task. If you add an attachment to the task, your email will be added to the current task as an extended attachment.
Figure F
You can view, download or even read the email, and the attachment will have the name you use as the subject of your email.
Figure G
Meanwhile, creating a new task involves turning your email into a new task attachment. Before creating the task, you can rename the task, but by default this is the subject you use for your email.
Your email will be included as an attachment in the newly generated task. You can view, download or open it directly from ClickUp.
figure H
If the ClickUp logo does not appear in your email, carefully check to enable the email feature settings after downloading the extension. To do this, go to Settings, click the Integrations tab, then click the email button that reappears in Figure C†
Sending Emails on ClickUp with Gmail Integration
First click the email button (the small envelope) within your task and close to the comments tab (Figure I†
Figure I
By clicking the Email button
On the From tab, choose Link an email from the drop-down list.
figure J
Log in to your Gmail account. To do this, select Email ClickApp and log in with your preferred email account. In this case, we click the Sign in with Google button (figure K†
figure K
After choosing your preferred email account, a pop-up window will appear asking you to grant ClickApp access to your account.
Grant ClickUp to access your Google account. Click the Allow button to continue.
Figure L
Select who has access to the email and its features.
Figure M
Choose the ones that can send emails from the account, generate signatures, and create email templates. Click Done to send emails from ClickUp.
This will open the page below where you can compose and send your emails. You can type the email address of the person you want to email, type a subject, and write the desired messages. When you’re done, click the send button to send your email.
figure no
Disable Gmail Integration in ClickUp
You can also disable ClickUp’s Gmail integration. To do this, go to the settings in the ClickUp Chrome extension and click on the uninstall button as shown in the screenshot below.
Figure O
To confirm that you want to delete your email, click the delete email button.
Figure P
For security reasons, when you delete your Google account, the entire workspace is also deleted. This affects using ClickUp to send emails, integrate your Google calendar, and share documents from Google Drive. To continue using these services, you will need to add your Gmail again.