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ClickUp + Redtail CRM

Create ClickUp task comments for new Redtail CRM activities

Stay organized and streamline communication between your sales activities and team collaboration with this Redtail CRM and ClickUp automation. Once an activity is created in Redtail CRM, this workflow will post a task comment in ClickUp, keeping your team informed and up-to-date on essential tasks. Save time, reduce manual work, and improve collaboration with this efficient integration.

Stay organized and streamline communication between your sales activities and team collaboration with this Redtail CRM and ClickUp automation. Once an activity is created in Redtail CRM, this workflow will post a task comment in ClickUp, keeping your team informed and up-to-date on essential tasks. Save time, reduce manual work, and improve collaboration with this efficient integration.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Post a Task Comment

    Post a comment to a task

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
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Related categories

  • Project Management

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