ClickUp + LeadConnector
Create ClickUp tasks for new changes to LeadConnector pipeline stages
Want to manage your to-do list more efficiently? This Zap is your answer. Once it’s in place, this integration automatically generates a task in ClickUp whenever a new change is recorded in a LeadConnector pipeline stage.
Want to manage your to-do list more efficiently? This Zap is your answer. Once it’s in place, this integration automatically generates a task in ClickUp whenever a new change is recorded in a LeadConnector pipeline stage.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Task
Creates a new task.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
WorkspaceRequired
Try It
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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Task ManagementAbout LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
