ClickUp + Zoho CRM
Create ClickUp subtasks for new or updated Zoho CRM contacts
Effortlessly manage your contacts in both Zoho CRM and ClickUp with this seamless workflow. Whenever a contact is added or updated in Zoho CRM, a subtask will be created in ClickUp, ensuring all relevant tasks are accurately updated. Stay organized and streamline your contact management process, saving time and reducing manual effort.
Effortlessly manage your contacts in both Zoho CRM and ClickUp with this seamless workflow. Whenever a contact is added or updated in Zoho CRM, a subtask will be created in ClickUp, ensuring all relevant tasks are accurately updated. Stay organized and streamline your contact management process, saving time and reducing manual effort.
- When this happens...New 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.
- automatically do this!Create Subtask
Creates a new subtask
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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
