ClickUp + Zoho CRM
Create tasks in ClickUp for new contacts in Zoho CRM
With this workflow, as soon as a new contact is added in your Zoho CRM, a corresponding task gets created in ClickUp. This automatic process ensures you never miss following up with a new lead. Experience smooth communication and task management between your favored CRM and task management platforms.
With this workflow, as soon as a new contact is added in your Zoho CRM, a corresponding task gets created in ClickUp. This automatic process ensures you never miss following up with a new lead. Experience smooth communication and task management between your favored CRM and task management platforms.
- When this happens...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.
- 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
