From Sticky Notes to Smooth Systems: ClickUp + JuicyCRM in Action

If you’ve ever found yourself knee-deep in sticky notes, spreadsheets, and forgotten emails trying to keep track of how you do things in your business… you’re not alone.

At our latest JuicyCRM workshop, one of our clients asked the golden question:

“I don’t need a full job management system. I just want a tidy way to keep SOPs and tasks sorted. Can I do that in Juicy?”

Short answer? Not quite… but there’s a juicy workaround, now that we have an internal integration with ClickUp making creating workflows super easy.

This month we explored how to connect ClickUp to JuicyCRM to give you a clean, structured way to handle task lists, store SOPs, and keep your team (or just your future self) on the same page. And no, you don’t need to be a tech wizard to set this up!

As your business grows and the information needs to live somewhere

As your business grows, you’ll probably find that what’s living in your head needs to start living somewhere else—especially if you’re onboarding a team member, or just trying to make your workflows more efficient.

You don’t need a whole new project management suite. But you do need somewhere to store the how, when, and what’s next of your day-to-day processes.

ClickUp becomes your digital second brain. JuicyCRM keeps your sales and marketing humming. And together? They build systems that run without you.

Building a Juicy Clickup System

We kept it simple and practical; here’s the gist of what we explored:

1. Creating a system that builds itself
You can set up a workflow in JuicyCRM so that when a lead is marked as “sold,” it automatically creates a new folder in ClickUp. The folder is named using their company and full name (no more Ctrl+F-ing your way through client files). Inside that folder, you can pull in a task list template and even a pinned SOP doc, so you or your team aren’t starting from scratch every time.

One of the most helpful features is the ability to build template folders in ClickUp. These can hold recurring task lists for things like onboarding, payroll, or monthly reporting. When the workflow runs, it doesn’t just create the folder, it can pull in those templates too using the Clickup AI, so your structure is consistent every time.

2. What goes into each folder
Each client folder can house:

• Their onboarding checklist or recurring tasks
• Meeting notes (with links to video recordings)
• Screenshots of how-tos and processes
• Client-specific info like preferred contact days or past challenges

ClickUp Docs give you the flexibility to build this out in a way that works for your brain. You can nest pages inside documents (like a “Meetings” page under the client’s SOP), use headings and tables of contents to make things skimmable, and even lock or protect pages if you’re on a paid plan. That means less risk of someone accidentally deleting your processes down the line.

You can also set up a folder structure that scales with your clients. For example, if a client has multiple service areas or business entities, you might create subfolders like “Client A – Bookkeeping” and “Client A – Payroll” all within one master folder. This makes it easy to onboard new workstreams without starting from scratch each time.

3. The file storage side of things
ClickUp isn’t meant for big file storage, so for things like signed contracts or spreadsheets, we recommend:

• Keeping signed documents inside JuicyCRM
• Having key documents stored in Google Drive or OneDrive
• Pasting share links into your ClickUp Docs where needed

Embedding links instead of uploading files keeps your ClickUp clean and saves space. It also makes it easier to share access without messing with storage limits. If you’re using Google or OneDrive, you can set up trigger actions in the same workflow to create the folders you need; we often use Zapier to then copy in a set of templated documents too .

4. Avoiding setup overwhelm
We talked a lot about doing this one thing at a time. Start with one client. One folder. One SOP. You don’t need to overhaul your whole system today, just plant the seeds.

If you’re working with a team, the ClickUp integration also makes it easy to assign tasks, add comments, and track progress. You can even create individual folders for team members to manage their areas without stepping on each other’s toes.

By the end of the session, one client had fully integrated ClickUp with Juicy, built her folder automation, and started mapping out her SOP layout… right there on the call. It doesn’t take long to get started. You just need the right structure to build from.

Create this in your own business

Start with these two steps:

• Build your basic client folder template in ClickUp (you can include a checklist and a doc for now)
• Set up the integration in JuicyCRM’s Marketplace under “ClickUp” and connect it to your account

That alone will save you a huge amount of mental load every time a new client comes on board.

Not sure where to start?

If you’re new to ClickUp or want to see how others are setting up systems like this, we highly recommend checking out Layla from ProcessDriven on YouTube. Her videos are easy to follow, especially if you’re a visual learner.

More Resources
Beginner’s Guide to ClickUp – Layla at ProcessDriven

If you’d like us to walk you through this setup or show it in action, Book a Zoom with me here. Our Monthly Workshop sessions are part of your JuicyCRM support, and we’re always happy to help you get more out of the tools you already have.

Let’s get your systems sorted, without the overwhelm!