Native Integrations — Integrate ClickUp | MWA Live

The purpose of this guide is to explain the process of how to integrate My Web Audit’s lead widgets with ClickUp. STEP 1: Create a new lead widget or edit an existing lead widget. Visit the Integrations tab and click on the Add Integration button. STEP 2: Search for ClickUp and click on the Add button. STEP 3: Enter the account name and click on the Register ClickUp button. STEP 4: In the popup window, enter your login credentials to securely authenticate your account to integrate with My Web Audit. STEP 5: After login in, select a Workspace, then click on the Connect Workspace button. STEP 6: After successfully connecting the ClickUp account, you will be redirected to the next screen, where you can complete the integration. Please note: You will be required to select a space and a list in the next step. If you do not have any space or lists under your ClickUp account, click here to learn how to create a new list in ClickUp. STEP 7: Select a team then space and after that select a list from the dropdown. STEP 8: Next, map the fields. Our app allows you to store the Website URL and Report URL. If you do not see the fields to map, you can create the fields under your ClickUp account. Please click here to learn how to create custom fields. STEP 9: Select the Website URL and Report URL fields from the dropdown. STEP 10: If you have enabled GDPR fields on your lead widget form, you will be able to map the fields for GDPR consent. STEP 11: If you have enabled the Custom Fields on your lead widget form, you will see the option to map them as well. STEP 12: Optionally, you can map the fields to store the UTM parameters in your ClickUp account. This way, if a user widgets on a page on your website with UTM parameters where you have My Web Audit’s lead widget installed, the lead widget will capture the UTM parameters and pass them to your CRM. STEP 13: Click on the Connect to ClickUp button. If you have any questions, please email support at support@mywebaudit.com.

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