ClickUp + Zoho CRM
Create tasks in ClickUp for new module entries in Zoho CRM
Streamline your workflow with this automation that springs into action whenever a New Module Entry is detected in your Zoho CRM. It promptly creates a task in ClickUp, ensuring your teams stay updated with all new entries and can immediately start working on them. Simplify your work process and enhance productivity by keeping your tasks organized and up-to-date.
Streamline your workflow with this automation that springs into action whenever a New Module Entry is detected in your Zoho CRM. It promptly creates a task in ClickUp, ensuring your teams stay updated with all new entries and can immediately start working on them. Simplify your work process and enhance productivity by keeping your tasks organized and up-to-date.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
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
