ClickUp + Zoho CRM
Update ClickUp tasks whenever new leads are added in Zoho CRM
Stay on top of your sales pipeline by connecting Zoho CRM and ClickUp in this efficient workflow. Whenever a new lead is created in Zoho CRM, this automation will update a task in ClickUp, ensuring your team is always aware of new leads and can track their progress. Boost your sales team's productivity and never miss an opportunity again.
Stay on top of your sales pipeline by connecting Zoho CRM and ClickUp in this efficient workflow. Whenever a new lead is created in Zoho CRM, this automation will update a task in ClickUp, ensuring your team is always aware of new leads and can track their progress. Boost your sales team's productivity and never miss an opportunity again.
- 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!Update Task
Updates an existing 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
