CRM AND HELPDESK INTEGRATION
ClickUp is a work management platform, and Vobiz connects to it as a softphone that logs calls into it: agents dial in the browser and each completed call becomes a ClickUp task carrying the full call record and a playback link. It runs as a page beside ClickUp and writes through the ClickUp API, rather than installing as an app inside it.
Before you start
Be clear on the shape of this one. It is a softphone you open beside ClickUp rather than a panel inside it — there is no App Directory listing, no OAuth app and nothing embedded in the ClickUp interface. It writes through the ClickUp API using a personal token, which carries that user's access to every space they can see, so it is worth issuing from an account scoped for the purpose. You also run the backend yourself, on a public HTTPS address, and you will need the ClickUp list that receives the call tasks.
Why this pairing
In a CRM, a logged call is a record — something you read later if someone goes looking. In ClickUp, everything is a task, and a task is something that happens: it can be assigned, commented on, given a status, pulled into a dashboard, or picked up by an automation the moment it appears.
So a call that lands in ClickUp as a task is not a filing exercise. It is a work item carrying the full call record — direction, numbers, duration, how the call ended and a playback link — that your existing automations and views can act on like anything else in the workspace. Vobiz supplies the numbers and carries the calls behind it.
What you get
Calls that arrive as work rather than as log entries.
One task per completed call, in the list you nominate, tagged by direction. Once it exists it behaves like any other task — assignable, commentable, visible in a dashboard, and available to whatever automations you already run.
Not just that a call happened. The description carries the call identifier, direction, both numbers, the agent, the duration, how the call ended, its status and the timestamp — with a playback link when the call was recorded.
An inbound number is checked against existing ClickUp tasks, so the panel shows the task this call belongs to while it is still ringing, or tells you a new one will be created when it ends.
A backfill command pulls recent call records and syncs them in, so calls that did not go through the softphone are not simply missing from the workspace. No other integration in this set can reconcile after the fact.
Local, mobile and toll-free inventory across 130+ countries, including regulated formats where a market demands them — India's 140-series and 1600-series among them. Any number on the account can be the caller ID.
A task in ClickUp is readable by everyone in the space, and it stays readable indefinitely. So playback links are signed and short-lived rather than permanent: a task opened much later shows an expired link, and the recording is re-opened from the softphone instead. That is the trade, and it is the right way round.
How it works
One developer, once. After that it is a page the team keeps open.
Place a call from the Vobiz browser demo before anything else. If that does not work, nothing downstream will, and you will spend a day debugging the wrong layer.
One command creates the application and the SIP endpoint the softphone registers as. There is a manual path in the guide if you would rather see each step.
Fill in the environment file with your Vobiz credentials, your ClickUp token and the list that receives call tasks, then start the backend and a tunnel. Verify the answer URL returns the expected instruction before opening the softphone.
Open the softphone, sign in with your Vobiz API credentials or a SIP endpoint directly, allow the microphone, and wait for the status to read ready. Dial, and the task appears when you hang up.
The full setup, the call architecture, the task shape, the backfill command and a troubleshooting table are in the Vobiz docs.
Read the integration guide
Get started
Run the backend, open the softphone, dial.
The task is waiting in your list before you have finished writing the follow-up.
FAQ
CRM and helpdesk integrations: Salesforce · ServiceNow · Pipedrive · Expedify
Voice AI platforms on Vobiz: Bolna · Vapi · Retell AI · LiveKit · ElevenLabs · See all integrations
ClickUp is a work management platform covering tasks, documents, dashboards and automation. Learn more at clickup.com. Vobiz is not affiliated with ClickUp; this integration writes to a ClickUp workspace through its public API.
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