Create tasks in ClickUp for every new contact in EngageBay Marketing
Keep your project management streamlined and efficient with this automation. When a new contact is added in EngageBay Marketing, a corresponding task is created in ClickUp. This assures that your team stays updated on new leads without excess manual data entry, freeing up more time for reaching out and building relationships.
Keep your project management streamlined and efficient with this automation. When a new contact is added in EngageBay Marketing, a corresponding task is created in ClickUp. This assures that your team stays updated on new leads without excess manual data entry, freeing up more time for reaching out and building relationships.
- When this happens...New Contact
Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).
- automatically do this!Create Task
Creates a new task.
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Try ItNew Contact
Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).
Try ItNew Event
Triggers when a new event is added to your account upon confirmation.
Try ItNew Task
Triggers when a new task is added in the EngageBay.
Try It