Sync prospects and pipeline stages between Apollo.io and ClickUp so your sales team always knows what to do next.
Every Apollo reply, stage change, or enrichment triggers the right ClickUp task automatically.
Deal stages in Apollo.io map to ClickUp lists so your team has one consistent view of the pipeline.
Closed-won deals spin up ClickUp onboarding projects from your template without any copy-paste.
When a contact replies to an Apollo sequence, Neotask creates a ClickUp task with company name, title, and message subject.
Deals stuck in Proposal Sent for 5 days get a ClickUp follow-up task assigned to the deal owner with a 48-hour due date.
Completing a ClickUp discovery prep task automatically enrolls the linked Apollo contact in your post-discovery sequence.
New Apollo contacts enriched this week appear as ClickUp research tasks assigned to your SDR team with LinkedIn attached.
Marking a deal Closed Won in Apollo.io instantly creates a ClickUp onboarding project from your template with the AE as owner.
As deals advance in Apollo, tasks move between stage-specific ClickUp lists giving your team a live Kanban view.
Authenticate Apollo.io and ClickUp once through Neotask - no API keys to manage or webhooks to configure manually.
Tell Neotask what you want in plain language - for example, which Apollo events should create or update ClickUp tasks.
Neotask monitors both platforms, executes field mappings and task creation, and enforces deduplication in the background.
| Capability | Apollo.io | ClickUp |
|---|---|---|
| Trigger on reply | Yes | - |
| Trigger on stage change | Yes | - |
| Create tasks | - | Yes |
| Move tasks between lists | - | Yes |
| Write custom fields | Yes | Yes |
| Enroll in sequence | Yes | - |
| Create project from template | - | Yes |
Sales teams split their attention between Apollo.io for prospecting and ClickUp for execution. When those tools stay disconnected, follow-ups slip, handoffs stall, and deals get lost in the gap.
Neotask bridges Apollo.io and ClickUp by letting you describe the workflow you want in plain language. Neotask handles API authentication, maps fields between platforms, and executes every action reliably - no code required.
When a prospect replies to an Apollo sequence, Neotask creates a prioritized ClickUp task with the contact's company, title, and last message in seconds. When a deal advances, the corresponding ClickUp task moves to the right list. When a deal closes, an onboarding project spins up automatically.
Apollo.io custom attributes - ICP score, annual contract value, funding stage - map directly to ClickUp custom fields. ClickUp task IDs can write back to Apollo contact records. Both tools become richer without any manual data entry.
Contacts active in multiple Apollo sequences only get one ClickUp task. Neotask checks for an existing open task before creating a new one, updating it with fresh sequence context instead of creating duplicates. You define the matching criteria - typically email address or Apollo contact ID.
Connect your Apollo.io and ClickUp accounts once. Then describe the workflows you need - Neotask interprets your instructions and runs the integrations continuously in the background, keeping your pipeline and your project tool in lockstep.
Store ClickUp task IDs in Apollo.io custom fields so you can jump directly to the task from inside your CRM without switching tabs.
Create one ClickUp list per Apollo pipeline stage so tasks move automatically as deals advance, giving your team a live Kanban view without leaving ClickUp.
Use Apollo enrichment data like headcount and funding round as ClickUp custom fields to make tasks searchable and filterable by deal context.
Yes. Apollo events can trigger ClickUp actions, and ClickUp events can trigger Apollo actions such as enrolling a contact in a sequence or updating a deal field. You control the direction and conditions by describing the workflow to Neotask in plain language.
Yes. Neotask maps Apollo.io standard and custom attributes to ClickUp custom fields when creating or updating tasks. ClickUp task IDs, assignees, and statuses can also write back to Apollo.io custom fields, keeping both tools in sync without manual data entry.
No. Neotask checks for an existing open ClickUp task for a contact before creating a new one. If a match is found, it updates the task with the latest sequence context instead of spawning a duplicate, keeping your ClickUp workspace clean.
No. You connect both accounts once and describe your workflows in plain language. Neotask handles API calls, field mapping, and deduplication automatically.
Stop losing deals to manual handoffs. Connect Apollo.io and ClickUp so every prospect interaction drives the right task at the right time.
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