Create new lists in ClickUp for each won lead in Nutshell
Boost your project management efficiency by connecting Nutshell and ClickUp. With this automation, every time a lead is successfully won in Nutshell, a new list gets created in ClickUp. Say goodbye to manual transfers and streamline your sales data onto your project management platform, allowing you to focus more on executing projects and less on administrative tasks.
Boost your project management efficiency by connecting Nutshell and ClickUp. With this automation, every time a lead is successfully won in Nutshell, a new list gets created in ClickUp. Say goodbye to manual transfers and streamline your sales data onto your project management platform, allowing you to focus more on executing projects and less on administrative tasks.
- When this happens...Lead Won
Triggers when a lead is won.
- automatically do this!Create List
Triggers when new lists are created.
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Lead Won
Triggers when a lead is won.
Try ItNew Company
Triggers when new Company is created.
Try ItNew Person
Triggers when new Person is created.
Try ItAgenda
Activity typeRequired
Start time
End time
Internal note
People within Nutshell
Users within Nutshell
Meeting lasts all day
Flag meeting as important
Street address
Street address line 2
Street address line 3
City
State
Country
Postal code
Address type