ClickUp + LeadConnector
Update document pages in ClickUp when pipeline stages change in LeadConnector
Streamline your workflow effortlessly with a real-time connection between LeadConnector and ClickUp. This integration ensures that whenever a pipeline stage is altered in LeadConnector, a corresponding change is reflected in your ClickUp documents. This process eradicates the need for manual updates, enhancing team productivity while providing a real-time overview of your lead progression. Enjoy a workspace that's consistently organized and dynamically adjusted to your needs.
Streamline your workflow effortlessly with a real-time connection between LeadConnector and ClickUp. This integration ensures that whenever a pipeline stage is altered in LeadConnector, a corresponding change is reflected in your ClickUp documents. This process eradicates the need for manual updates, enhancing team productivity while providing a real-time overview of your lead progression. Enjoy a workspace that's consistently organized and dynamically adjusted to your needs.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Edit Document Page
Edit document page
- 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
