Create task comments in ClickUp for new leads in Zoho CRM
Effortlessly stay on top of your sales process by connecting Zoho CRM and ClickUp with this efficient workflow. Whenever a new lead is added in Zoho CRM, a task comment will be posted in ClickUp, ensuring you never miss an important update. Save time and enhance team communication by streamlining lead management and task updates in one seamless integration.
Effortlessly stay on top of your sales process by connecting Zoho CRM and ClickUp with this efficient workflow. Whenever a new lead is added in Zoho CRM, a task comment will be posted in ClickUp, ensuring you never miss an important update. Save time and enhance team communication by streamlining lead management and task updates in one seamless integration.
- When this happens...New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
- automatically do this!Post a Task Comment
Post a comment to a task
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It