ClickUp + Zoho CRM
Create tasks in ClickUp when module entries get updated in Zoho CRM
Easily stay on top of updates in your Zoho CRM with this workflow. When a module entry is updated in your Zoho CRM, a corresponding task will be created in ClickUp. No more missing or forgetting updates, as this automation ensures your tasks are always aligned with CRM changes, streamlining your workflow and enhancing productivity.
Easily stay on top of updates in your Zoho CRM with this workflow. When a module entry is updated in your Zoho CRM, a corresponding task will be created in ClickUp. No more missing or forgetting updates, as this automation ensures your tasks are always aligned with CRM changes, streamlining your workflow and enhancing productivity.
- When this happens...Updated Module Entry
Triggers instantaneously when a module entry is updated
- 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
