Bigin by Zoho CRM + ClickUp
Create or update pipeline records in Bigin by Zoho CRM for every new task in ClickUp
Maintain and update your client records effortlessly with this workflow which links ClickUp and Bigin by Zoho CRM. When a new task is created in ClickUp, a pipeline record in Bigin by Zoho CRM is accordingly created or updated. Streamline your workflow, eliminate manual entries, and ensure your customer relationship management is always accurate and up-to-date.
Maintain and update your client records effortlessly with this workflow which links ClickUp and Bigin by Zoho CRM. When a new task is created in ClickUp, a pipeline record in Bigin by Zoho CRM is accordingly created or updated. Streamline your workflow, eliminate manual entries, and ensure your customer relationship management is always accurate and up-to-date.
- When this happens...New Task
Triggers when tasks are added.
- automatically do this!Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
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