🏗️ ClickUp Meeting Integration Categories

🎯 Native Integrations

Built directly by ClickUp, included with all plans

• Zoom
• Microsoft Teams
• Google Meet
• Slack
• Calendly

✅ Free with ClickUp plans

⚡ Zapier Connections

8,000+ apps via automation platform

• Fireflies.ai
• Otter.ai
• Sembly AI
• Notta
• Tldv

💰 $19.99+/month Zapier fee

🔧 Custom API

Developer-built solutions for specific needs

• Custom workflows
• Enterprise solutions
• Specialized tools
• Internal platforms
• White-label apps

🛠️ Development required

🥇 Top Native ClickUp Meeting Integrations

🎥 Zoom + ClickUp Integration

What It Does:

• Create Zoom meetings from ClickUp tasks
• Auto-add meeting links to task descriptions
• Sync meeting recordings to tasks
• Calendar integration for scheduling

Best For:

• Teams already using Zoom
• Task-based meeting management
• Recording storage needs
• Simple setup requirements

⚙️ Quick Setup Steps:

Go to ClickUp Settings → Integrations
Find Zoom and click "Connect"
Authorize ClickUp to access your Zoom account
Configure default meeting settings
Start creating meetings from tasks!

💼 Microsoft Teams + ClickUp

Enterprise Features:

• Teams meeting creation
• Task notifications in Teams channels
• File sharing between platforms
• Outlook calendar sync

Perfect For:

• Microsoft 365 organizations
• Enterprise compliance needs
• Teams-heavy workflows
• SharePoint integration

🔑 Advanced Workflows:

Task assignment → Teams notification → Meeting creation → File sync → Follow-up tasks

🗓️ Google Meet + ClickUp

Google Workspace Integration:

• Meet links auto-generated
• Google Calendar sync
• Drive file attachments
• Gmail integration

Ideal For:

• Google Workspace teams
• Budget-conscious startups
• Simple meeting needs
• Quick setup requirements

💡 Pro Tip:

Combine with Google Calendar integration for automatic task creation from meeting events

🤖 Best AI Meeting Tool + ClickUp Combinations

🔥 Fireflies.ai + ClickUp (Zapier)

Why This Combination Rocks:

📝 Auto-transcription: Meeting notes instantly in ClickUp
🎯 Action item extraction: Tasks created automatically
🏷️ Smart tagging: Auto-categorizes by topic
📊 Analytics: Meeting insights and metrics

Automation Workflows:

Meeting ends → Transcript to ClickUp
Action items → New ClickUp tasks
Follow-ups → Assigned to team members
Summary → Posted to project space

🛠️ Zapier Setup:

Fireflies webhook → Parse action items → Create ClickUp task → Assign to speaker

🦦 Otter.ai + ClickUp Integration

Enterprise-Ready Features:

👥 Speaker identification: Know who said what
🔍 Searchable transcripts: Find specific discussions
📱 Mobile access: Notes on the go
🛡️ SOC 2 compliance: Enterprise security

Best Zapier Triggers:

New transcript → ClickUp comment
Keyword detected → High priority task
Meeting summary → Project update
Action assignment → Task with due date

💼 Enterprise Workflow:

Otter Pro → CRM data sync → ClickUp project management → Team collaboration

🎯 Sembly AI + ClickUp (Advanced)

Advanced AI Features:

🧠 Meeting insights: Sentiment and engagement analysis
📈 Meeting scoring: Productivity metrics
🎭 Speaker analytics: Talk time and participation
📋 Custom templates: Industry-specific formats

Smart Automation:

Low engagement → Follow-up task
Decision made → Implementation task
Risk identified → High priority alert
Next meeting → Agenda preparation

🚀 Pro Setup:

Sembly webhooks → Custom logic → ClickUp API → Advanced task automation

⚙️ Complete Workflow Examples

🎯 Sales Team Workflow

Tools: ClickUp + Zoom + Fireflies + HubSpot

1Lead scheduled → ClickUp task created with prospect details

2Meeting time → Zoom meeting auto-created and linked to task

3Call happens → Fireflies joins automatically for recording

4Call ends → Transcript and action items added to ClickUp

5Follow-ups → Tasks assigned to team members with deadlines

6Data sync → Deal updates pushed to HubSpot CRM

👥 Product Team Workflow

Tools: ClickUp + Google Meet + Otter.ai + Slack

1Sprint planning → ClickUp meeting task created with agenda

2Auto-invite → Google Meet link shared with stakeholders

3Meeting notes → Otter.ai captures discussion and decisions

4Features discussed → New ClickUp tasks created automatically

5Task assignments → Team members notified via Slack

6Sprint board → Updated with new backlog items and estimates

💼 Executive Team Workflow

Tools: ClickUp + Teams + Sembly + Calendly

1Board meeting → Calendly booking creates ClickUp project

2Prep tasks → Department heads assigned presentation tasks

3Teams meeting → Sembly analyzes sentiment and engagement

4Key decisions → Strategic initiatives become ClickUp goals

5Action items → Quarterly OKRs tracked in ClickUp dashboards

6Progress reports → Automated weekly summaries generated

🛠️ Step-by-Step Integration Setup

🚀 Complete Setup Checklist

Phase 1: Foundation Setup

☐ ClickUp workspace: Set up with proper spaces and projects
☐ Primary meeting tool: Choose Zoom/Teams/Meet
☐ Calendar integration: Connect Google/Outlook calendar
☐ Team permissions: Configure user roles and access

Phase 2: Native Connections

☐ Video platform: Connect Zoom/Teams via ClickUp settings
☐ Test meeting creation: Verify links are generated properly
☐ Calendar sync: Confirm events sync both ways
☐ File storage: Connect Google Drive/OneDrive

Phase 3: AI Tool Integration

☐ Zapier account: Set up automation platform
☐ AI tool selection: Choose Fireflies/Otter/Sembly
☐ Webhook setup: Configure triggers and actions
☐ Template creation: Design task and project templates

Phase 4: Advanced Automation

☐ Complex workflows: Multi-step automation chains
☐ Custom fields: Meeting-specific data capture
☐ Dashboard setup: Meeting metrics and analytics
☐ Team training: Onboard users to new workflows

💰 Integration Cost Breakdown 2025

Integration Stack	Monthly Cost	Setup Effort	Best For
Basic Native ClickUp + Zoom + Google Calendar	$7-15	Low	Small teams
AI-Enhanced ClickUp + Zoom + Fireflies + Zapier	$47-65	Medium	Growing teams
Enterprise ClickUp + Teams + Otter + Custom API	$100-250	High	Large orgs
Advanced AI ClickUp + Multi-platform + Sembly + Analytics	$75-150	Medium	Data-driven teams

🎯 Integration Best Practices

✅ Do This

🎯 Start simple: Begin with native integrations before adding complexity
📋 Standardize templates: Create consistent task and project structures
🎓 Train your team: Ensure everyone knows the new workflows
📊 Monitor usage: Track which integrations provide real value
🔧 Iterate regularly: Refine workflows based on team feedback

❌ Avoid This

🌊 Integration overload: Don't connect everything at once
💸 Ignoring costs: Factor in all subscription and automation fees
🚫 No testing: Always test workflows before company-wide rollout
🔒 Security gaps: Review permissions and data access carefully
📚 Poor documentation: Document your workflows for team reference

TL;DR: Top Meeting Integrations 💡