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Every meeting uncovers next steps, follow-ups, and customer insights—but turning those into action often takes manual effort.With the Avoma + ClickUp integration, your team can automatically capture what needs to get done and turn it into organized, trackable work inside ClickUp. No more juggling between notes and project boards—just seamless execution from meeting to mission accomplished.

Why connect Avoma with ClickUp?

Your team already uses Avoma to capture, analyze, and share customer conversations. By connecting it with ClickUp, you can turn those insights into structured, trackable tasks that drive action.

• Act on insights instantly: Turn follow-ups, action items, and commitments from meetings into ClickUp tasks with just one click.
• Keep projects moving: Automatically sync decisions and next steps from calls into the right ClickUp Lists or Folders.
• Never drop the ball: Track customer requests, product feedback, or deal blockers directly in ClickUp—no copy-pasting needed.
• Close the loop: Align Sales, CS, Product, and Marketing by keeping conversation-driven tasks in the workspace where execution happens.

Instead of manually transferring notes or reminders, Avoma pushes actionable insights straight into ClickUp—so your team moves faster from talking to doing.

What you can do with Avoma ClickUp integration

The Avoma + ClickUp integration automatically turns meeting insights into actionable ClickUp tasks. Each task comes with owners, due dates, and context—keeping follow-ups, feedback, and action items organized and visible across teams.

Create tasks directly from Avoma

‍Convert meeting action items, snippets, or follow-ups into ClickUp tasks in one click—without leaving Avoma.

Sync automatically‍

Auto-create tasks in ClickUp whenever Avoma detects action items or follow-ups in your meetings.

Assign owners and due dates

‍Avoma’s AI identifies owners, deadlines, and context from your conversations, so tasks come pre-filled with details.

Centralize feedback and requests

‍Send product feedback or feature requests from customer calls into ClickUp to give your Product team full visibility.

Keep work organized

‍Link tasks to specific ClickUp Spaces, Folders, or Lists to make sure nothing slips through the cracks.

How different teams use Avoma+ ClickUp integration

Sales teams

• Convert deal follow-ups into ClickUp tasks so no opportunity stalls.
• Track competitor mentions or pricing objections for manager review.
• Assign next steps from discovery calls to SDRs or AEs.

Customer Success teams

• Create tasks for renewal prep, onboarding, or post-call follow-ups.
• Turn churn signals into ClickUp tasks for quick escalation.
• Route customer feedback into dedicated ClickUp Lists for visibility.

Marketing teams

• Send customer quotes or testimonial requests from Avoma to ClickUp for campaign planning.
• Log recurring customer pain points or objections as content ideas.
• Track event or webinar follow-ups sourced from customer conversations.

Product & Engineering teams

• Push feature requests, feedback, and bug mentions directly into ClickUp.
• Organize insights by product area or sprint backlog.
• Keep the customer’s voice front and center for prioritization.

Leadership & Operations

• Track strategic action items from leadership syncs.
• Assign cross-functional initiatives based on customer insights.
• Monitor follow-through on coaching recommendations and deal reviews.

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