ClickUp + Sprout Studio
Create tasks in ClickUp for new leads in Sprout Studio
Streamline your workflow with this efficient automation that promptly creates tasks in ClickUp whenever a new lead emerges in Sprout Studio. By bridging the gap between these two platforms, you'll never miss an opportunity to follow up with a potential client, ensuring your sales process stays organized and responsive. This valuable workflow solution saves time and promotes consistency, enabling you to focus on nurturing new leads and growing your business.
Streamline your workflow with this efficient automation that promptly creates tasks in ClickUp whenever a new lead emerges in Sprout Studio. By bridging the gap between these two platforms, you'll never miss an opportunity to follow up with a potential client, ensuring your sales process stays organized and responsive. This valuable workflow solution saves time and promotes consistency, enabling you to focus on nurturing new leads and growing your business.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Task
Creates a new task.
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New Booking
Triggers when a lead is booked into a shoot.
Try ItNew Lead
Triggers when a new lead is created.
Try ItNew Payment
Triggers when a payment is made.
Try ItFirst NameRequired
Last NameRequired
Company Name
EmailRequired
Phone Number
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Shoot Type
Shoot Start Date and Time
Shoot End Date and Time
Brand
Lead Source
Additional Notes
Status
Try ItNew Shoot
Triggers when a new shoot is created.
Try ItStatus
Try ItFirst NameRequired
Last NameRequired
Company Name
EmailRequired
Phone Number
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Shoot Type
Inquiry Date
Booking Date
Shoot Start Date and Time
Shoot End Date and Time
Brand
Lead Source
Additional Notes
Price List
Order Name
Internal Notes
Tax
Currency
Payment Schedule
Name
Qty
Taxable
Description
Price
Order Payment Date
Order Payment Amount
Order Payment Type
