ClickUp + LeadConnector
Send ClickUp channel messages when LeadConnector pipeline stages change
Streamline your sales process with this handy workflow. When a change occurs in a lead's Pipeline Stage within LeadConnector, it promptly fires off a chat message in your chosen ClickUp channel. This keeps your team in the loop, ensuring everyone gets a real-time update for quicker decision-making. It's a perfect solution for those aiming to enhance team collaboration and efficiency in lead management.
Streamline your sales process with this handy workflow. When a change occurs in a lead's Pipeline Stage within LeadConnector, it promptly fires off a chat message in your chosen ClickUp channel. This keeps your team in the loop, ensuring everyone gets a real-time update for quicker decision-making. It's a perfect solution for those aiming to enhance team collaboration and efficiency in lead management.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Chat Message to Channel
Post a message to a specific channel you choose.
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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
