ClickUp + Zoho CRM

Create or update Zoho CRM module entries when new ClickUp lists are added

Effortlessly manage your leads and contacts by connecting ClickUp and Zoho CRM with this seamless workflow. When a new list is created in ClickUp, an entry will be created or updated in Zoho CRM's module, ensuring that your customer information is always up-to-date. Stay organized and improve your sales process by automating these tasks between your favorite project management and CRM tools.

Effortlessly manage your leads and contacts by connecting ClickUp and Zoho CRM with this seamless workflow. When a new list is created in ClickUp, an entry will be created or updated in Zoho CRM's module, ensuring that your customer information is always up-to-date. Stay organized and improve your sales process by automating these tasks between your favorite project management and CRM tools.

  1. When this happens...
    ClickUpClickUp
    New List

    Triggers when new lists are created.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create/Update Module Entry

    Create or update module entries

    ActionWrite
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Supported triggers and actions

    • Reaction(s)

    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • Reaction(s)

    • WorkspaceRequired

    Trigger
    Instant
    Try It
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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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zoho-crm logo
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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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