ClickUp + Leader CRM
Manage new contacts in Leader CRM by creating tasks in ClickUp
Stay organized and efficient by leveraging this automated workflow. Whenever you add a new contact in your Leader CRM, a corresponding task is instantly created in your ClickUp. This seamless integration between Leader CRM and ClickUp ensures you never miss following up on important contacts and helps streamline your task management.
Stay organized and efficient by leveraging this automated workflow. Whenever you add a new contact in your Leader CRM, a corresponding task is instantly created in your ClickUp. This seamless integration between Leader CRM and ClickUp ensures you never miss following up on important contacts and helps streamline your task management.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a new task.
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About ClickUp
ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
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About Leader CRM
Leader helps businesses to capture and manage leads & customers on the go.
