ClickUp + LeadConnector
Create subtasks in ClickUp when pipeline stages change in LeadConnector
Stay on top of your workflow with this seamless integration between LeadConnector and ClickUp. When a pipeline stage changes in LeadConnector, a subtask is instantly created in ClickUp. It's a straightforward way to ensure nothing falls through the cracks as you manage your leads and tasks efficiently. Benefit from a streamlined process, where each variation in your pipeline prompts an immediate task creation for dedicated follow-ups.
Stay on top of your workflow with this seamless integration between LeadConnector and ClickUp. When a pipeline stage changes in LeadConnector, a subtask is instantly created in ClickUp. It's a straightforward way to ensure nothing falls through the cracks as you manage your leads and tasks efficiently. Benefit from a streamlined process, where each variation in your pipeline prompts an immediate task creation for dedicated follow-ups.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Subtask
Creates a new subtask
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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
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
