🏗️ 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 2026
| 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
🔮 2026 Integration Trends
🚀 What's Coming
AI Advancements:
- 🧠 Smart scheduling: AI suggests optimal meeting times
- 📝 Auto-agenda creation: AI builds agendas from project context
- 🎯 Predictive tasks: AI predicts needed follow-up actions
- 💡 Meeting insights: Team productivity and engagement analytics
Platform Evolution:
- 🔗 Native AI integrations: ClickUp building direct AI tool connections
- 🌐 Universal APIs: Easier cross-platform data flow
- ⚡ Real-time sync: Instant updates across all tools
- 🛡️ Enhanced security: Better compliance and data protection