Create new project in Streak, and add task in ClickUp when Dubsado lead inquiry is received
Create new project in Streak, and add task in ClickUp when Dubsado lead inquiry is received
Create new projects and tasks in Streak and ClickUp when a lead inquiry is initiated in Dubsado. This ensures efficient tracking and management of client onboarding, leading to faster project initiation and improved organization.
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Overview
Create new projects and tasks in Streak and ClickUp when a lead inquiry is initiated in Dubsado. This ensures efficient tracking and management of client onboarding, leading to faster project initiation and improved organization.