ClickUp + Optix
Create tasks in ClickUp for new leads in Optix
Streamline your workflow and save time with this integration between Optix and ClickUp. Whenever a new lead is captured in Optix, a corresponding task is instantly set up in ClickUp. This seamless connection ensures you never miss a lead, boosting your efficiency and productivity. Harness the power of automation and keep your sales and project management efforts aligned and on track.
Streamline your workflow and save time with this integration between Optix and ClickUp. Whenever a new lead is captured in Optix, a corresponding task is instantly set up in ClickUp. This seamless connection ensures you never miss a lead, boosting your efficiency and productivity. Harness the power of automation and keep your sales and project management efforts aligned and on track.
- When this happens...New Lead
Triggers when a new lead is added to an organization. It has 1 hour delay, and it won’t be triggered if a lead becomes an active member within that period.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
