Capsule CRM + ClickUp
Create tasks in ClickUp for new or updated Capsule CRM contacts
Keep your team's tasks organized and up-to-date with this Capsule CRM to ClickUp workflow. Whenever a new or updated contact is added in Capsule CRM, a new task will be created in ClickUp, ensuring that all relevant information is readily available for your team. Stay on top of your client relationships, improve collaboration, and streamline your project management with this simple yet powerful automation.
Keep your team's tasks organized and up-to-date with this Capsule CRM to ClickUp workflow. Whenever a new or updated contact is added in Capsule CRM, a new task will be created in ClickUp, ensuring that all relevant information is readily available for your team. Stay on top of your client relationships, improve collaboration, and streamline your project management with this simple yet powerful automation.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Task
Creates a new task.
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