ClickUp + Plezi

Create tasks in ClickUp when contact scores change in Plezi

Streamline your workflow with Plezi and ClickUp. Whenever there's a change in a Contact Score in Plezi, this automation will create a new task in ClickUp. This ensures you never miss tracking important client interactions and enhances your productivity by eliminating the need for manual entry.

Streamline your workflow with Plezi and ClickUp. Whenever there's a change in a Contact Score in Plezi, this automation will create a new task in ClickUp. This ensures you never miss tracking important client interactions and enhances your productivity by eliminating the need for manual entry.

  1. When this happens...
    PleziPlezi
    Contact Score Changed

    Triggers when the score of a contact is changed above a specific value.

    TriggerPolling
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

    • Contact StatusRequired

    • All Contacts

    Trigger
    Polling
    Try It
    • Contact EmailRequired

    • Event DescriptionRequired

    • Behaviour PointRequired

    Action
    Write
    • WorkspaceRequired

    Trigger
    Instant
    Try It
clickup logo
clickup logo

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Learn more

Related categories

  • Project Management

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plezi logo
plezi logo

About Plezi

Plezi helps fast growing B2B companies to generate more leads thanks to their content.
Learn more

Related categories

  • Marketing Automation

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