Create tasks in ClickUp for new leads in Mailshake
Stay organized and efficient with this workflow which activates when you have a new lead in Mailshake, and responds by creating a task in ClickUp. This automated process ensures every potential client is tracked effectively, saving you the hassle of manual data transfer. Keep your team focused on building relationships with leads rather than managing them.
Stay organized and efficient with this workflow which activates when you have a new lead in Mailshake, and responds by creating a task in ClickUp. This automated process ensures every potential client is tracked effectively, saving you the hassle of manual data transfer. Keep your team focused on building relationships with leads rather than managing them.
- When this happens...New Lead
Triggers when a lead is created.
- automatically do this!Create Task
Creates a new task.
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