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I will clickup crm tasks dashboards automations docs claude ai n8n setup
CRM SETUP
Helping growth teams work smarter, not harder. As a CRM & Automation Specialist, I design end-to-end sales workflows, sync customer data, and eliminate admin bottlenecks. Tech stack: Salesforce, HubSp...
About this Gig
CLICKUP CRM TASKS DASHBOARDS AUTOMATIONS DOCS CLAUDE AI N8N SETUP
Is your team tracking leads and work across spreadsheets, chats and half-finished task lists?
I set up ClickUp with a CRM pipeline, task structure, dashboards, automations and docs, then connect Claude AI through n8n to summarize notes, write task details and turn emails into tasks.
What I can set up:
- Spaces, folders, lists, statuses and custom fields
- CRM pipelines and lead intake forms
- Tasks, subtasks and reusable templates
- Dashboards for projects, workload and sales
- Docs for SOPs and team knowledge
- Assignment rules, reminders and status automations
- Claude AI workflows through n8n
- Every setup is tested with sample data before delivery. Premium includes documentation and a walkthrough.
Platforms: ClickUp, Claude AI, Anthropic API, n8n, Make, Zapier, Slack, Gmail, Google Calendar, Google Sheets, HubSpot, Trello and Asana.
Software setup only. Required subscriptions, hosting and API usage are paid through your own accounts. ClickUp Brain is separate from Claude integration.
Message me before ordering with what you track in ClickUp and what you want automated.
Industry:
Business services & consulting
•
Software
Software:
Clickup
Other Software Management Services I Offer
FAQ
Can you build a CRM in ClickUp?
Yes. I can build a CRM list with pipeline statuses, custom fields for lead source, owner and next step, board and table views, and a lead intake form. The setup follows your sales process and agreed package scope.
Can you organize tasks and my team's workspace?
Yes. I set up spaces, folders, lists, tasks, subtasks, custom fields, statuses and templates. Views can include list, board, calendar, Gantt and table, depending on your ClickUp plan and project requirements.
Can you build ClickUp dashboards, docs and forms?
Yes. I can create dashboards for tasks, workload and pipelines, docs for SOPs and team knowledge, and forms that create tasks. Available dashboard cards and form features depend on your ClickUp subscription.
Can Claude AI work with ClickUp?
Yes. I connect ClickUp and the Anthropic API through n8n. Workflows can summarize notes or comments, draft task descriptions, extract action items from emails or meeting notes, and draft weekly updates. The exact workflow is agreed before ordering.
Who pays for subscriptions and API usage?
You cover any required ClickUp subscription, Anthropic API usage, n8n hosting or subscription, and third-party tool fees. Workflows are configured in your accounts using your credentials. ClickUp Brain is a separate ClickUp feature. You can revoke my access after delivery.
