ClickUp + LeadConnector
Send direct messages in ClickUp when pipeline stages change in LeadConnector
Stay on top of your sales flow by ensuring any changes in your LeadConnector pipeline stage prompts a direct message in your ClickUp app. This automation swiftly notifies you about shifts in your lead progress, helping you respond quickly and boost your sales efficiency. Use this streamlined process to enhance your team's communication and effectiveness.
Stay on top of your sales flow by ensuring any changes in your LeadConnector pipeline stage prompts a direct message in your ClickUp app. This automation swiftly notifies you about shifts in your lead progress, helping you respond quickly and boost your sales efficiency. Use this streamlined process to enhance your team's communication and effectiveness.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Direct Message
Send a direct message to a user or yourself.
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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
