Create tasks in ClickUp for new or updated module entries in Zoho CRM
Keep your tasks linked with your CRM updates by utilizing this workflow. When there are new or updated module entries in Zoho CRM, it immediately creates a corresponding task in ClickUp. This seamless integration ensures that your project management is tied directly to your CRM activity, keeping your business organized and Agile. Stay on top of all changes and never miss a beat in your tasks.
Keep your tasks linked with your CRM updates by utilizing this workflow. When there are new or updated module entries in Zoho CRM, it immediately creates a corresponding task in ClickUp. This seamless integration ensures that your project management is tied directly to your CRM activity, keeping your business organized and Agile. Stay on top of all changes and never miss a beat in your tasks.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Create Task
Creates a new 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