ClickUp + RD Station
Create tasks in ClickUp for new opportunities in RD Station
Boost your sales efficiency by connecting RD Station and ClickUp with this seamless workflow. Whenever a new opportunity arises in RD Station, a task will be created in ClickUp to help you manage and track the progress of each potential deal. Stay organized and never miss out on a sales opportunity again with this automation.
Boost your sales efficiency by connecting RD Station and ClickUp with this seamless workflow. Whenever a new opportunity arises in RD Station, a task will be created in ClickUp to help you manage and track the progress of each potential deal. Stay organized and never miss out on a sales opportunity again with this automation.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
New Lead Conversion
Triggers when a new lead is created.
Try ItEvent IdentifierRequired
EmailRequired
Name
Job Title
State
City
Country
Phone
Mobile Phone
Twitter
Facebook
LinkedIn
Website
Company Name
Company Address
Company Size
Traffic Source
Traffic Medium
Traffic Campaign
Traffic Value
EmailRequired
Value
Reaction(s)
WorkspaceRequired
Try It
