“Any time a new lead (project) is created in Dubsado, a new task is created in the "Lead Management" list in ClickUp as part of the Client & Lead Management ClickUp template.”
created by Rachael Gunn
How Zapier works (57 sec)
Try this ZapFREE for 14 days
Trusted at companies large and small
This Zap works in 2 steps …
Step 1 - Trigger
Anytime a new project as lead is created in Dubsado