ClickUp + HeyReach

Handle updated tasks in ClickUp by adding leads to campaign in HeyReach

Stay on top of your tasks efficiently with this seamless workflow. Whenever a task changes in ClickUp, it immediately adds a new lead to a campaign in HeyReach. This automation streamlines your work process, ensuring you don't miss any potential leads from your tasks, thus saving valuable time and increasing your productivity.

When this happens...
Task Changes
Triggers when a task changes.
TriggerInstant
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Add Lead to Campaign
Adds a lead to an existing campaign
ActionWrite

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Supported triggers and actions

- WorkspaceRequired
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- WorkspaceRequired
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- WorkspaceRequired
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- Task
- Include subtask?
- Fetch task data?
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- WorkspaceRequired
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Instant
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- WorkspaceRequired
Action
Write
- Message TextRequired
- Include a link to this Zap?
Action
Write

- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
Action
Write
- Task IdRequired
Action
Write
- WorkspaceRequired
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check Plan Bandage
- WorkspaceRequired
- FieldRequired
- ValueRequired
- Include all shared items?
Action
Search
Campaign Completed
Triggers when a campaign finishes.
Trigger
Instant
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Connection Request Sent
Triggers when you send a connection request.
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Instant
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InMail Reply Received
Triggers when a prospect replies to an InMail message.
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Instant
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Liked Post
Triggers when a post is liked.
Trigger
Instant
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Message Sent
Triggers when a message is sent from a campaign.
Trigger
Instant
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Viewed Profile
Triggers when a profile is viewed.
Trigger
Instant
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- ListRequired
- Lead LinkedIn URLRequired
- First NameRequired
- Last NameRequired
- Lead Email
- Company
- Headline
- Position
- About
- Custom Fields
Action
Write
- ListRequired
- Lead IdRequired
Action
Write
- CampaignRequired
Action
Write
- CampaignRequired
- Lead Member Id
- Lead URL
Action
Write
- Lead Linked In URL
- Lead Email
- Lead LinkedIn Id
- Offset
- Limit
Action
Search
- ListRequired
- Keyword
- Offset
- Limit
Action
Search
- LinkedIn Senders
- Campaigns
- Keyword
- Message Seen
- LinkedIn Lead Id
- Lead Profile URL
- Offset
- Limit
Action
Search
- ListRequired
- Keyword
- LinkedIn Lead Id
- Lead Profile URL
- Offset
- Limit
Action
Search
- Keyword
- Offset
- Limit
Action
Search
- List IdRequired
Action
Search
- Sender IdRequired
Action
Search

- Reaction(s)
- WorkspaceRequired
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- WorkspaceRequired
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- WorkspaceRequired
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- Reaction(s)
- WorkspaceRequired
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- WorkspaceRequired
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- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- Thread
- Include a link to this Zap?
Action
Write
- DocumentRequired
- Name
- Content
- Subtitle
Action
Write
- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- WorkspaceRequired
Action
Write
- Name
- Subtitle
- DocumentRequired
- PageRequired
- Content
- Content edit mode
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- WorkspaceRequired
- Space
- Folder
- List
- Document nameRequired
- Name match condition
- Include archived documents?
Action
Search
Connection Request Accepted
Triggers when a connection request you have sent is accepted.
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Follow Sent
Triggers when a prospect is followed from a campaign.
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Instant
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InMail Sent
Triggers when an InMail is sent from a campaign.
Trigger
Instant
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Message Reply Received
Triggers when a prospect replies to a message.
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Instant
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Prospect Tag Updated
Triggers when a prospect's tag is updated.
Trigger
Instant
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- CampaignRequired
- LinkedIn Sender
- LinkedIn Profile URL
- First Name
- Last Name
- Email Address
- Company
- Custom Fields
Action
Write
- List NameRequired
- List Type
Action
Write
- CampaignRequired
Action
Write
- Sender ProfileRequired
- Conversation IDRequired
- MessageRequired
- Subject
Action
Write
- Keyword
- Status
- LinkedIn Senders
- Limit
- Offset
Action
Search
- Campaign IdRequired
Action
Search
- LinkedIn Sender IdRequired
- Conversation IDRequired
Action
Search
- CampaignRequired
- Time From
- Time To
- Offset
- Limit
Action
Search
- Lead LinkedIn URLRequired
Action
Search
- Keyword
- Campaigns
- List TypeRequired
- Offset
- Limit
Action
Search
- Linkedin Senders
- Campaigns
- Start Date
- End Date
Action
Search

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn more

Related categories

Project Management

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About HeyReach

HeyReach is a multi-account outreach platform for teams and agencies. Connect with new customers, talents, or leads in no-time

Learn more

Related categories

Marketing Automation

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

ClickUp + HeyReach

Handle updated tasks in ClickUp by adding leads to campaign in HeyReach

New Message Posted to Channel

New Comment on a Task

New List

New Attachment Added to Task

Task Changes

Archive or Delete Task

Send Direct Message

Create New Document

Create Space

Create Folder

Post a Task Comment

Post Attachment

Create Task

Update Custom Field Value

Update Task

Find Custom Fields

Find a List of All Tasks

Find User by Name or Email

Campaign Completed

Connection Request Sent

InMail Reply Received

Liked Post

Message Sent

Viewed Profile

Add Lead to List

Delete Lead From List

Resume Campaign

Stop Lead in Campaign

Get Campaigns for Lead

Get Companies From List

Get Conversations

Get Leads From List

Get LinkedIn Senders

Get List by Id

Get Sender by ID

New Reaction Added to Chat Message

New Folder

New Task

New Reaction Added to Task Comment

New Time Entry

New Checklist

Send Chat Message to Channel

Create New Document Page

Create Custom Field

Create List

Time Tracked

Create Subtask

Update Access for the Task

Edit Document Page

API Request (Beta)

Find the Most Recent Task

Find Task by ID

Find Documents

Connection Request Accepted

Follow Sent

InMail Sent

Message Reply Received

Prospect Tag Updated

Add Lead to Campaign

Create Empty List

Pause Campaign

Send Message

Get Campaigns

Get Campaign

Get Conversation

Get Leads From Campaign

Get Lead Details

Get Lists

Get Overall Stats

About ClickUp

Related categories

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About HeyReach

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