Update deals in Salesmate when tasks change in ClickUp
Keep your sales progress up-to-date with this easy automation. When changes are made to tasks in ClickUp, the deal information is instantly updated in Salesmate. This ensures you are always on top of task changes, helping your sales team to manage their deals more efficiently.
Keep your sales progress up-to-date with this easy automation. When changes are made to tasks in ClickUp, the deal information is instantly updated in Salesmate. This ensures you are always on top of task changes, helping your sales team to manage their deals more efficiently.
- When this happens...Task Changes
Triggers when a task changes.
- automatically do this!Update Deal
Triggers when a new deal update is found.
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