1.Monitors new tagged user events
Integrate Manychat and event payloads to detect tagged user activity and pass user details to the workflow.
Update lead status and create a follow-up task
Automatically monitor tagged user events across Manychat and your CRM workflow tools. Create and update when video tags trigger, tasks are created, or lead status changesβso you can log event details, update lead records, and schedule follow-ups without manual data entry.
How this automation accelerates lead follow-ups
When a Manychat tag indicates a video was sent, manual logging and status updates slow coaching and follow-up timing. This automation watches tagged user events and logs to Google Sheets and Airtable, then creates a ClickUp task and updates the lead status and referencesβso your team can respond at the right moment.
Manychator swap with your favorite app
2.Formats date and time fields
Integrate Formatter by Zapier and mapping tools to format last interaction dates for human-readable logging.
Formatter by Zapieror swap with your favorite app
3.Creates spreadsheet row
Integrate Google Sheets and spreadsheet mapping to add a row with formatted date, name, username, and notes.
Google Sheetsor swap with your favorite app
4.Finds lead record in Leads
Integrate Airtable and lookup fields to search the Leads table by external user id and return the record id.
Airtableor swap with your favorite app
5.Updates lead record in Leads
Integrate Airtable and record updates to write status, last interaction, source, and the follow-up reference task id.
6.Creates follow-up task
Integrate ClickUp and task settings to create a task with context, assignee, and a due date, then return the task id.
ClickUpor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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