ClickUp + LeadConnector
Update tasks in ClickUp when pipeline stages change in LeadConnector
Keep your tasks continually updated in ClickUp whenever a Pipeline Stage sees a change in LeadConnector. This efficient workflow makes sure any changes to a pipeline stage in your LeadConnector directly results in an updated task in ClickUp, providing you with real-time updates. Save yourself from the hassle of manual updates and allow this process to simplify your work.
Keep your tasks continually updated in ClickUp whenever a Pipeline Stage sees a change in LeadConnector. This efficient workflow makes sure any changes to a pipeline stage in your LeadConnector directly results in an updated task in ClickUp, providing you with real-time updates. Save yourself from the hassle of manual updates and allow this process to simplify your work.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Task
Updates an existing task.
- Free forever for core features
- 14 day trial for premium features & apps
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
WorkspaceRequired
Try It
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
Date of Birth
Workflow IDRequired
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
Reaction(s)
WorkspaceRequired
Try It
