Send website inquiries to ClickUp
Each inquiry from your site can arrive in ClickUp as a task in the list you choose, with the person's message and details in its description, ready to be assigned, dated and moved through your statuses like any other task.
The inquiry still lands in your Webkio Inbox. The shared rules are on Send your website inquiries to your CRM; this page is the ClickUp part.
What you need
| Field | Where it is |
|---|---|
| Personal API token | Click your avatar (bottom left) > Settings > Apps. Under API Token, click Generate (or Regenerate) and copy the value. It starts with pk_. |
| List id | Open the list in ClickUp. The address ends /li/ followed by a number; that number is the list id. |
The token acts as you across every Workspace you belong to, so it is stored encrypted and never shown again. Regenerating it in ClickUp invalidates the old one at once, which is how to cut this off later.
Setting it up
- Project settings > CRM, choose ClickUp under Task boards.
- Enter the token and the list id.
- Tick which inquiries to send.
- Add destination, then Send test.
No field mapping: a task is a thing to read.
What the task contains
| On the task | From the inquiry |
|---|---|
| Name | "Website inquiry: Ada Lovelace", or the email address if no name was given. |
| Description | Their message first. Then Email, Phone and Company on their own lines, then any extra fields the form collected, then a last line with the form, the site and the page they wrote from. |
| Status | The list's default status for new tasks. |
| Assignee, priority, due date | None. See below. |
The task is created with one call to ClickUp's task endpoint for that list, and ClickUp answers with the task. A green result means it is in the list.
What it will not do
Assign or prioritize. The task arrives unassigned. A ClickUp Automation on "when task created in this list" can assign it, set a priority or a due date with your defaults.
Custom fields. None are written. ClickUp custom fields are specific to your Workspace, and the values a form collected are in the description text instead.
Update a task. A second inquiry from the same person is a second task.
Attachments. Nothing uploaded by a visitor travels.
When something fails
ClickUp answers failed calls with a short JSON err message and a code, and the destination card shows it.
| What the destination shows | What it means | What to do |
|---|---|---|
| A 401 answer about the token | The token is wrong or was regenerated. | Copy it again from Settings > Apps, or regenerate and paste the new one. |
| A 401 or 404 answer about the list or the team | The list id is wrong, or your account cannot see that list. | Re-read the number after /li/ in the list's address, and check you are a member of the Space it is in. |
| A 400 answer | ClickUp refused the body, which should not happen with the shape we send. | Tell us the message on the card. |
| A 429 answer | ClickUp's rate limit for your token. | Retried by itself. |
| Accepted, but no task | It is in the list. | Check the list's view has no filter, and that "closed" or "done" tasks are not hidden if your default status is one of those. |
After four consecutive failures the destination is paused. Resume after the fix.
Frequently asked questions
Can inquiries go to different lists?
One destination per list. Each destination chooses its own inquiries.
Does ClickUp render the formatting?
The description is sent as plain text with one detail per line, which ClickUp shows as written. Nothing relies on Markdown.
Can it use a Form view or an inbox list?
Any list works, including one you keep as an inbox. The task takes the list's default status, so an inbox list with "New" as its first status gives you a queue.
Will it work with a Workspace I am a guest in?
Only if the guest account can create tasks in that list. Guests with view-only access get a permission error, which the destination shows.
Is my token exposed anywhere?
No. It is stored encrypted, never displayed, and the pattern check refuses values not shaped like a ClickUp token. Regenerate it in ClickUp at any time and the destination stops with a clear error until you paste the new one.
What is the "Webkio Test" task?
From Send test. Delete it.
Related reading
- Send leads to your CRM - the switchboard every destination hangs off.
- All your customers in one place - the record that stays here whatever is sent on.
- Understanding notifications - the email and bell alerts that fire alongside a delivery.
- Integrations - every destination and connector on one page.
- The automated emails every business should send - the follow-up once a lead is in your CRM.