ClickUp + EngageBay Marketing
Create tasks in ClickUp for new deals in EngageBay Marketing
Streamline your marketing and project management process with this efficient workflow. When a new deal is secured in EngageBay Marketing, a corresponding task is instantly created in ClickUp. This simple automation ensures every deal is tracked effectively, aiding project oversight and enhancing team productivity.
Streamline your marketing and project management process with this efficient workflow. When a new deal is secured in EngageBay Marketing, a corresponding task is instantly created in ClickUp. This simple automation ensures every deal is tracked effectively, aiding project oversight and enhancing team productivity.
- When this happens...New Deal
Triggers when a new deal is added to your account upon confirmation.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
TagRequired
Try ItNew Contact
Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).
Try ItNew Event
Triggers when a new event is added to your account upon confirmation.
Try ItNew Task
Triggers when a new task is added in the EngageBay.
Try It
