Create new client and contact in Keeper from ClickUp task updates
Create new client and contact in Keeper from ClickUp task updates
Create new clients and their contact information in Keeper when a task status changes in ClickUp. This ensures faster onboarding and better organization of client data, enhancing your workflow efficiency.
Zap details:
Overview
Create new clients and their contact information in Keeper when a task status changes in ClickUp. This ensures faster onboarding and better organization of client data, enhancing your workflow efficiency.