ClickUp + Sortlist
Create ClickUp tasks from new Sortlist opportunities received
Never miss a new lead from Sortlist. Each time you receive an opportunity on Sortlist, this Zap automatically creates a task in your chosen ClickUp list. The task includes project title, company name, budget, expertise requested, contact email, and the direct opportunity link -- so your sales team can react quickly.
Never miss a new lead from Sortlist. Each time you receive an opportunity on Sortlist, this Zap automatically creates a task in your chosen ClickUp list. The task includes project title, company name, budget, expertise requested, contact email, and the direct opportunity link -- so your sales team can react quickly.
- When this happens...Opportunity Received
Triggers when you receive an opportunity.
- automatically do this!Create Task
Creates a new task.
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About ClickUp
ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
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About Sortlist
Sortlist is a marketplace where thousands of clients look for service providers.