ClickUp + LeadConnector
Create folders in ClickUp for updated pipeline stages in LeadConnector
Stay organized and efficient with this workflow that connects LeadConnector and ClickUp. When a pipeline stage changes in LeadConnector, a new folder is created in ClickUp, helping you keep track of your leads' progress effortlessly. This seamless automation ensures your ClickUp workspace always stays up-to-date with your latest lead statuses.
Stay organized and efficient with this workflow that connects LeadConnector and ClickUp. When a pipeline stage changes in LeadConnector, a new folder is created in ClickUp, helping you keep track of your leads' progress effortlessly. This seamless automation ensures your ClickUp workspace always stays up-to-date with your latest lead statuses.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Folder
Triggers when new folders are created.
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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
