Integrations · CRM and sales

What sales knows in ClickUp, back to the campaign.

Qualification, customer status, and revenue from ClickUp go back to the campaign that generated the lead. This makes every lead a commercial fact.

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What FYAI does with ClickUp.

Lead qualification

Distinguish between valuable and worthless leads, manually, via ClickUp, or based on rules.

Customer status and revenue

Every conversion receives lead quality, sales status, and order value from the CRM. The lead becomes a commercial fact.

Back to the platform

Enriched conversions are sent back to the ad platforms as offline conversions.

Don’t optimize for leads. Optimize for value.

Marketing sees the form, sales sees the customer. There’s a gap in between: ad platforms see that someone converts, not what sales does with them afterward. This causes marketing to unintentionally focus on the cheapest lead instead of the best customer.

What marketing sees

1 conversion

  • Conversion✓
  • Qualified–
  • Appointment or quote–
  • Became a customer–
  • Revenue–
What sales knows

One lead, €12,500 order value

  • Conversion✓
  • Qualified✓
  • Appointment and quote✓
  • Became a customer✓
  • Revenue €12,500✓

Questions about ClickUp

What data does FYAI read from ClickUp?

Qualification, customer status, and revenue of your leads. The integration is read-only: FYAI does not write anything back to ClickUp.

Which plan do I need for ClickUp?

The ClickUp integration is included in Pro and Ultimate, starting from €95 per month per workspace.

How does FYAI link a deal in ClickUp to an ad click?

At the lead level, via click ID, email address, or phone number. Each lead retains the click it originated from, so even a deal that closes weeks later is attributed back to the correct campaign.

Where is the data stored?

Storage and processing occur in the EU, with data, integrations, and access separated per workspace (customer account).

Connect the tools your customers already use.

Ad Platforms

Google AdsMetaLinkedIn AdsChatGPT AdsPinterestSnapchat AdsTikTok Ads

CRM and Sales

HubSpotPipedriveSalesforceTeamleader Focusmonday.comOdoo CRMMoneybird

Website, Lead Forms, and API

Google Tag ManagerWordPressMeta Lead AdsLinkedIn Lead Gen FormsTikTok Lead FormsSnapchat Lead FormsInbound APIImport

See what your campaigns are really worth.

FYAI is the bridge between marketing and sales. Within FYAI, you qualify and enrich your leads, and FYAI sends those results back to the relevant ad channels.

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