ClickUp + Close

Create tasks in ClickUp for new leads in Close

Effortlessly manage your new leads from Close by creating tasks in ClickUp. With this workflow, every time you get a new lead in Close, a task will be created in ClickUp, ensuring you stay organized and on top of your potential customers. No need to manually track leads in multiple platforms - let this automation take care of it for you.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerInstant
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Triggers when tasks are added.
ActionWrite

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Supported triggers and actions

New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Trigger
Instant
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- Direction
- Completed?
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Trigger ActionsRequired
- Custom Object TypeRequired
Trigger
Instant
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- Completed?
Trigger
Instant
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- Status ID
Trigger
Instant
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- Limitations
- Lead Smart View
- (deprecated) Search Query
Trigger
Scheduled
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- Added or Removed?
Trigger
Instant
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- Note Contains Words Starting With...
Trigger
Scheduled
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- Status ID
- Status Label
- Status Type
- Value Period
- Assigned to User
Trigger
Instant
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- Direction
- User ID
Trigger
Instant
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New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Trigger
Instant
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- Call IDRequired
Action
Write
- Contact IDRequired
- Email AddressRequired
Action
Write
- Source Lead IDRequired
- Destination Lead IDRequired
Action
Write
- Send Done EmailRequired
- TypeRequired
- Lead Smart View or (deprecated) Search QueryRequired
Action
Write
- Action TypeRequired
- Smart View or (deprecated) Search QueryRequired
- Workflow ID
- Send Done EmailRequired
Action
Write
- LeadRequired
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Write
- Lead IDRequired
- Custom Object TypeRequired
- Custom Object NameRequired
Action
Write
- Export TypeRequired
- FormatRequired
- Lead Smart View or (deprecated) Search Query
- Fields
- Include Activities
- Include Smart Fields
Action
Write
- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Write
- Lead Smart View or (deprecated) Search QueryRequired
Action
Write
- Opportunity Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- User IDs
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- NameRequired
- QueryRequired
- Share With Specific Users
- Or Share With Organization
Action
Write
- Report TypeRequired
- Lead Smart View or (deprecated) Search Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
Action
Write
- Group(s) to Select From
- Availability
Action
Write
- Phone NumberRequired
- Call Forwarding Enable/DisableRequired
- Forward to Number
Action

ClickUp + Close

Create tasks in ClickUp for new leads in Close

Supported triggers and actions

New Call Recording

New Call

New Contact

New or Updated Custom Object

New Export

New Lead

New Lead in Smart View

New Membership Added or Removed

New Note

New Opportunity

New SMS

New Unsubscribed Email

Delete Logged Call

Delete Email Address From Contact

Merge Two Leads

Create Bulk Action

Create Bulk Workflow Subscription Action

Create Contact

Create Custom Object

Create Export

Create Lead

Find Number of Leads in Smart View

Run Opportunity Report

Run Sent Email Report

Create Lead Smart View

Run Status Change Report

Select Random User

Toggle Forwarding on Phone Number