Connect CrowdPass with ClickUp
Push CrowdPass event data into ClickUp tasks, dashboards, and docs
ClickUp's flexibility means you can model your entire event workflow in one space: registrations as tasks, check-ins as status changes, leads in a CRM-style list view, and post-event analytics in a dashboard. Custom fields hold every piece of CrowdPass attendee data, and ClickUp Docs keep your event runbook next to the live task board.
Automations you can build
Registrations create ClickUp tasks in your event space with custom fields for attendee name, email, company, ticket type, and registration date. The task is placed in a list matching the ticket tier, and a custom status of "Registered" is applied. Board view shows all registrants organized by status.
NFC check-in updates the task status to "Checked In" and writes the timestamp to a date custom field. ClickUp's dashboard widgets calculate check-in rate, average arrival time, and peak check-in windows. The team monitors the dashboard on a shared screen at the registration desk.
Booth scans create tasks in a "Leads" list with a relationship link to the exhibitor's task in the "Sponsors" list. Custom fields capture lead score, product interest, and follow-up priority. The CRM-style list view lets the sales team filter and sort leads by any field.
Feedback forms and post-event surveys create tasks in a "Retrospective" list. The task description is populated with the full form response, and custom fields capture satisfaction score and event area (venue, content, food, networking). The events team runs their retro directly from the list.
How event teams use this
All-in-one event command center
An event agency manages a multi-day summit entirely in ClickUp. The space contains lists for attendees, sponsors, sessions, logistics, and leads. CrowdPass feeds attendee and lead data into their respective lists. A dashboard aggregates registration count, check-in rate, lead conversion, and NPS score from feedback forms. The client gets view-only access and can watch the event unfold in real time.
Multi-view event operations
The same ClickUp space is viewed differently by each team: operations uses Board view to track attendee status flow, the catering team uses Calendar view to see meal counts by day, the sales team uses Table view to sort leads by score, and the CEO uses Dashboard view for top-line metrics. CrowdPass data powers all four views from a single data source.
Event playbook documentation
ClickUp Docs hold the event runbook, vendor contacts, and emergency procedures. When CrowdPass NFC data shows a session room exceeding 90% capacity, a ClickUp task is auto-created and linked to the "Overflow Protocol" doc. The team clicks through to the doc for step-by-step instructions while the task tracks resolution status.
Connect in 3 steps
No code required. Set up in under 5 minutes.
Log in to Zapier
Go to zapier.com and search for "CrowdPass" in the app directory. Connect your CrowdPass account using your API key from Settings > Integrations.
Choose your trigger
Select a CrowdPass trigger event: new registration, attendee check-in, NFC badge scan, lead capture, or form submission. Each trigger sends full attendee data.
Map your action
Choose the destination app and configure what happens. Map CrowdPass fields (name, email, ticket type, custom questions) to the app's fields. Test and activate.
Related integrations
Ready to connect CrowdPass to ClickUp?
Schedule a demo and we'll help you set up the perfect automation for your next event.