ClickUp + RD Station
Create lists in ClickUp for each new opportunity in RD Station
Start organizing and managing your business opportunities better with this workflow. When a new opportunity arises in RD Station, it immediately creates a list in ClickUp. This automation efficiently streamlines your sales procedure, making sure no potential deal slips through the cracks. Maximize your opportunities by ensuring everything is captured and given due attention in one convenient place.
Start organizing and managing your business opportunities better with this workflow. When a new opportunity arises in RD Station, it immediately creates a list in ClickUp. This automation efficiently streamlines your sales procedure, making sure no potential deal slips through the cracks. Maximize your opportunities by ensuring everything is captured and given due attention in one convenient place.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Create List
Triggers when new lists are created.
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- 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
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