Connect ClickUp sales pipeline to SendPulse

Connect ClickUp sales pipeline to SendPulse follow-up emails (simple, no-code)
Project overview
We are a small UK service business using ClickUp (free plan) to manage sales enquiries and SendPulse for email follow-up.
We want a simple, reliable integration where specific status changes in ClickUp result in contacts being tagged in SendPulse, triggering existing email automations.
This is not a CRM rebuild, not a complex automation project, and not a long-term retainer.
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Tools in use
• ClickUp (Free version only)
• SendPulse
• Microsoft Outlook / Microsoft 365
• All emails are sent from and replied to: info@greenergardens.co.uk
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What we need built
Automation 1 – Quote follow-up
When a ClickUp task is moved to the status:
“Electronic Quote Sent – Follow Up”
The system should:
• Create or update the contact in SendPulse
• Apply tag: quote-sent
• This tag triggers an existing SendPulse automation
• The email is sent 48 hours later
• If the customer replies, the automation should stop (standard SendPulse behaviour)
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Automation 2 – Post-survey follow-up
When a ClickUp task is moved to the status:
“Quote Visit Complete – Follow Up”
The system should:
• Create or update the contact in SendPulse
• Apply tag: survey-complete-follow-up
• This tag triggers a separate SendPulse automation
• The email is sent 5 days after the survey date
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ClickUp setup (do not redesign)
Statuses used
• Electronic Quote Sent – Follow Up
• Quote Visit Complete – Follow Up
Required custom fields
Field name Type Purpose
Customer Email Email Primary identifier
Customer First Name Text Email personalisation
SendPulse Sync Checkbox Safety switch – automation runs only if checked
Survey Date Date Used for 5-day delay
⚠️ Automation must only run when SendPulse Sync = checked.
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SendPulse setup
Tags (exact names – no variations)
• quote-sent
• survey-complete-follow-up
Automations
• Automation A: Triggered by quote-sent → wait 48 hours → send email
• Automation B: Triggered by survey-complete-follow-up → wait 5 days → send email
Rules
• If the contact replies → automation stops
• If the tag is removed → automation stops
• If the contact already exists → update, do not duplicate
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Email handling (important)
• All automated emails must be sent from and replied to info@greenergardens.co.uk
• Emails are managed in Outlook 365
• Customer replies are handled manually by our team
• No inbox parsing, CRM email tracking, or Outlook automation is required
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Email visibility & record-keeping (important)
• Automated emails sent via SendPulse must appear in the Sent Items of
info@greenergardens.co.uk (Outlook 365)
• This inbox is used as a lookup and reference point by the office team
• No separate dashboards or reporting tools are required
• Any team member should be able to search the inbox and see the full email history
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Important constraints
• Must work with free ClickUp (no ClickUp automations or paid features)
• No custom code
• No complex logic or branching workflows
• Manual status change is the trigger
• SendPulse email content already exists (copywriting not required)
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Deliverables
• Working integration tested with a dummy contact
• Short handover note (bullet points only) explaining:
o What triggers what
o How to stop or pause emails if required
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Ideal freelancer
• Experience with SendPulse automations
• Comfortable with simple CRM / pipeline logic
• Happy to follow a clearly defined brief
• Estimated effort: 2–4 hours
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To apply, please confirm
1. Have you worked with SendPulse automations before?
2. How would you ensure automated emails stop if a customer replies?
3. Your estimated hours and hourly rate