BatchDialer + ClickUp
Create tasks in ClickUp for new BatchDialer leads
Effortlessly manage your new leads in BatchDialer by creating tasks in ClickUp with this automation workflow. Once set up, every time a new lead is added in BatchDialer, a corresponding task will be created in ClickUp, ensuring that you stay on top of your sales process and follow-ups. Simplify your lead management process and increase your team's productivity with this seamless integration.
Effortlessly manage your new leads in BatchDialer by creating tasks in ClickUp with this automation workflow. Once set up, every time a new lead is added in BatchDialer, a corresponding task will be created in ClickUp, ensuring that you stay on top of your sales process and follow-ups. Simplify your lead management process and increase your team's productivity with this seamless integration.
- When this happens...New Lead Created
Triggers when a a new lead is created.
- automatically do this!Create Task
Creates a new task.
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New Calendar Events
Will return a list of new calendar events since last endpoint call.
Try ItNew Updated Contacts
Will return a list of updated contacts since last endpoint call.
Try ItNew DNC Numbers
Will return a list of phone numbers that have been added to DNC (do not call) list since last endpoint call.
Try ItContact IDRequired
Vendor Contact ID
Phone Number 1Required
Phone Number 2
Phone Number 3
Phone Number 4
Phone Number 5
Phone Number 6
Phone Number 7
Phone Number 8
Phone Number 9
Phone Number 10
Title
First name
Middle name
Last name
Address
City
State
Postal code
Mailing address
Mailing city
Mailing state
Mailing postal code
Country
Gender
Date of birth
E-mail
Security phrase
Comment
Custom fields
New Call Disposition Events
Will return a list of new call disposition events since last endpoint call.
Try ItNew Lead Created
Triggers when a a new lead is created.
Try ItContact IDRequired
Campaign IDRequired
Contact IDRequired
Vendor Contact ID
Phone number 1
Phone number 2
Phone number 3
Phone number 4
Phone number 5
Phone number 6
Phone number 7
Phone number 8
Phone number 9
Phone number 10
Title
First name
Middle name
Last name
Address
City
State
Postal code
Mailing address
Mailing city
Mailing state
Mailing postal code
Country
Gender
Date of birth
E-mail
Security phrase
Comment
Custom fields
