ClickUp + LeadConnector
Create new spaces in ClickUp whenever stages change in LeadConnector
Elevate your efficiency by seamlessly connecting LeadConnector and ClickUp. As soon as a pipeline stage is updated in LeadConnector, a new space is directly generated in ClickUp. This helps in consistent maintenance of your workspace parallel to your lead management activities. Simplify your lead tracking process with this efficient workflow.
Elevate your efficiency by seamlessly connecting LeadConnector and ClickUp. As soon as a pipeline stage is updated in LeadConnector, a new space is directly generated in ClickUp. This helps in consistent maintenance of your workspace parallel to your lead management activities. Simplify your lead tracking process with this efficient workflow.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Space
A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.
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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
