ClickUp + RD Station
Create new ClickUp folders for new RD Station opportunities
Initiate a seamless workflow between RD Station and ClickUp with this automation. Whenever a new opportunity arises in RD Station, a corresponding folder is created in ClickUp. This guarantees an efficient transition between lead identification and project initiation, enhancing your sales and project management process.
Initiate a seamless workflow between RD Station and ClickUp with this automation. Whenever a new opportunity arises in RD Station, a corresponding folder is created in ClickUp. This guarantees an efficient transition between lead identification and project initiation, enhancing your sales and project management process.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Create Folder
Triggers when new folders are created.
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- 14 day trial for premium features & apps
New Lead Conversion
Triggers when a new lead is created.
Try ItEvent IdentifierRequired
EmailRequired
Name
Job Title
State
City
Country
Phone
Mobile Phone
Twitter
Facebook
LinkedIn
Website
Company Name
Company Address
Company Size
Traffic Source
Traffic Medium
Traffic Campaign
Traffic Value
EmailRequired
Value
WorkspaceRequired
Try It
