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ClickUp + Dealfront

Create tasks in ClickUp for new leads in Dealfront

Enhance your productivity and grab new opportunities promptly without manual intervention. When a fresh lead arrives in Dealfront, this workflow immediately establishes a corresponding task in ClickUp. It enables swift responses to evolving business possibilities, maintaining your competitive edge. This business process optimizes both task management and lead conversion, keeping your operations smooth and agile.

Enhance your productivity and grab new opportunities promptly without manual intervention. When a fresh lead arrives in Dealfront, this workflow immediately establishes a corresponding task in ClickUp. It enables swift responses to evolving business possibilities, maintaining your competitive edge. This business process optimizes both task management and lead conversion, keeping your operations smooth and agile.

  1. When this happens...
    DealfrontDealfront
    New Lead

    Triggers when a new lead is tracked for the first time (leads are tracked hourly).

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • AccountRequired

    • Custom FeedRequired

    Trigger
    Scheduled
    Try It
    • AccountRequired

    • Search FieldRequired

    • Search ValueRequired

    Action
    Search
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • Custom FeedRequired

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    • Checklist NameRequired

    • Checklist ItemRequired

    Action
    Write
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clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
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Related categories

  • Project Management

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