ClickUp + Teamleader Focus
Create tasks in ClickUp for new deals accepted in Teamleader Focus
Streamline your workflow with this automation that ensures efficient task management. When a deal is accepted in Teamleader Focus, a corresponding task is instantly generated in ClickUp. This seamless integration allows for better deal tracking and boosts productivity by eliminating the need to manually transfer information between the two platforms. Keep track of your business progress effortlessly and focus on what really matters - closing more deals.
Streamline your workflow with this automation that ensures efficient task management. When a deal is accepted in Teamleader Focus, a corresponding task is instantly generated in ClickUp. This seamless integration allows for better deal tracking and boosts productivity by eliminating the need to manually transfer information between the two platforms. Keep track of your business progress effortlessly and focus on what really matters - closing more deals.
- When this happens...Deal Accepted
Triggers when a deal is accepted.
- automatically do this!Create Task
Creates a new task.
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New Deal
Triggers when a new deal is created.
Try ItNew Contact
Triggers when a new contact is added.
Try ItDeal Accepted
Triggers when a deal is accepted.
Try ItFirst name
Last nameRequired
Salutation
Primary
Telephone
Mobile
Fax
Website
Street
Zip code
City
Country
Street
Zip code
City
Country
Addressee
Street
Zip code
City
Country
Addressee
Language
Gender
Birthdate
Iban
Bic
Remarks
Tags
Custom Fields
Marketing mails consent
New Company
Triggers when a new Company is added.
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItCompany nameRequired
Business Type
VAT number
Local business number
Primary
Invoicing
Telephone
Fax
Website
Street
Zip code
City
Country
Street
Zip code
City
Country
Addressee
Street
Zip code
City
Country
Addressee
Street
Zip code
City
Country
Addressee
Iban
Bic
Language
Responsible user
Remarks
Tags
Custom Fields
Marketing Mails Consent
TitleRequired
Summary
Customer TypeRequired
Customer IdRequired
Contact Person
Source
Department
Responsible User
Phase
Estimated Value Amount
Estimated Value Currency
Estimated Probability
Estimated Closing Date
Custom Fields
