ClickUp + Nutshell

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.

  1. When this happens...
    NutshellNutshell
    Lead Won

    Triggers when a lead is won.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create List

    Triggers when new lists are created.

    ActionWrite
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Supported triggers and actions

    • NameRequired

    • Email

    • Phone

    • Related person

    • Url

    • Street address

    • City

    • State

    • Country

    • Postal Code

    • Company Type

    • Tags

    • Territory

    • Industry

    • Full address

    Action
    Write
clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

Related categories

  • Project Management

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About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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