ClickUp + Leadinfo
Create tasks in ClickUp for new triggers in Leadinfo
Ensure all your leads are systematically tracked with this easy workflow. When a new lead is recognized in Leadinfo, it will automatically create a task in ClickUp for seamless monitoring and follow-up. This integration helps you mobilize your sales processes more efficiently, allowing you to focus on fostering relationships with your potential customers.
Ensure all your leads are systematically tracked with this easy workflow. When a new lead is recognized in Leadinfo, it will automatically create a task in ClickUp for seamless monitoring and follow-up. This integration helps you mobilize your sales processes more efficiently, allowing you to focus on fostering relationships with your potential customers.
- When this happens...Trigger
Triggers when a configured trigger inside Leadinfo is matched
- automatically do this!Create Task
Creates a new task.
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