ClickUp + LeadDelta

Create tasks in ClickUp for new LeadDelta connections

Effortlessly manage your new LeadDelta connections by automating the task creation process in ClickUp. With this workflow, every time you establish a new connection in LeadDelta, a task will be generated in ClickUp, ensuring you stay organized and on top of potential leads. Say goodbye to manual entry and boost your productivity with this seamless integration.

When this happens...
New Connection
Triggers when a new connection is added.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

- Tag
Trigger
Instant
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New Disconnect
Triggers when a connection is disconnected.
Trigger
Instant
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New Message
Triggers when a new message is sent to a connection.
Trigger
Instant
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New Profile Visit
Triggers when a new profile visit is done on LinkedIn via LeadDelta.
Trigger
Instant
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- NoteRequired
- Linkedin Profile ID
- Connection ID
- Connection Username
- Connection Email
Action
Write

- Tag TitleRequired
- Tag ColorRequired
Action
Write
- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- Thread
- Include a link to this Zap?
Action
Write
- DocumentRequired
- Name
- Content
- Subtitle
Action
Write
- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- WorkspaceRequired
Action
Write
- Name
- Subtitle
- DocumentRequired
- PageRequired
- Content
- Content edit mode
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- WorkspaceRequired
- Space
- Folder
- List
- Document nameRequired
- Name match condition
- Include archived documents?
Action
Search

New Connection
Triggers when a new connection is added.
Trigger
Instant
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New Follow
Triggers when a connection is followed.
Trigger
Instant
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New Note
Triggers when a new note is added to a connection.
Trigger
Instant
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New Unfollow
Triggers when a connection is unfollowed.
Trigger
Instant
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- Connection Email
- Connection Username
- Tag
- New Tag Title
Action
Write
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Action
Write
- Message TextRequired
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
Action
Write
- Task IdRequired
Action
Write
- WorkspaceRequired
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check Plan Bandage
- WorkspaceRequired
- FieldRequired
- ValueRequired
- Include all shared items?
Action
Search

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn more

Related categories

Project Management

Similar apps

About LeadDelta

LeadDelta is a productivity app that helps you to organize your LinkedIn connections better and save time.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new tasks in ClickUp for every new message in LeadDelta

Related Zap Templates

Create new tasks in ClickUp for every new message in LeadDelta

ClickUp + LeadDelta

Create tasks in ClickUp for new LeadDelta connections

Applied Tag

New Disconnect

New Message

New Profile Visit

Add Note

Create Tag

New Reaction Added to Chat Message

New Folder

New Task

New Reaction Added to Task Comment

New Time Entry

New Checklist

Send Chat Message to Channel

Create New Document Page

Create Custom Field

Create List

Time Tracked

Create Subtask

Update Access for the Task

Edit Document Page

API Request (Beta)

Find the Most Recent Task

Find Task by ID

Find Documents

New Connection

New Follow

New Note

New Unfollow

Apply Tag

New Message Posted to Channel

New Comment on a Task

New List

New Attachment Added to Task

Task Changes

Archive or Delete Task

Send Direct Message

Create New Document

Create Space

Create Folder

Post a Task Comment

Post Attachment

Create Task

Update Custom Field Value

Update Task

Find Custom Fields

Find a List of All Tasks

Find User by Name or Email

About ClickUp

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About LeadDelta

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Zapier Interfaces

Related Zap Templates

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