Add new clients to Smartsheet and create onboarding task in ClickUp
Add new clients to Smartsheet and create onboarding task in ClickUp
Add new clients to your prospect and outreach data sheet in Smartsheet and create onboarding tasks in ClickUp when specific criteria are met, ensuring faster onboarding and improved organization.
Zap details:
Overview
Add new clients to your prospect and outreach data sheet in Smartsheet and create onboarding tasks in ClickUp when specific criteria are met, ensuring faster onboarding and improved organization.