ClickUp + Clientjoy

Create leads in Clientjoy when tasks change in ClickUp

Efficiently manage your client interactions by creating a workflow between ClickUp and Clientjoy. When a task is updated or modified in ClickUp, a new lead is instantly created in Clientjoy. This seamless integration not only saves time but also ensures a streamlined process for tracking tasks and leads in your sales pipeline. Stay organized and boost productivity with this easy-to-use workflow.

Efficiently manage your client interactions by creating a workflow between ClickUp and Clientjoy. When a task is updated or modified in ClickUp, a new lead is instantly created in Clientjoy. This seamless integration not only saves time but also ensures a streamlined process for tracking tasks and leads in your sales pipeline. Stay organized and boost productivity with this easy-to-use workflow.

  1. When this happens...
    ClickUpClickUp
    Task Changes

    Triggers when a task changes.

    TriggerInstant
  2. automatically do this!
    ClientjoyClientjoy
    Create Lead

    Create a new Lead in your Clientjoy's Sales Pipeline.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • WorkspaceRequired

    Trigger
    Instant
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    • WorkspaceRequired

    Trigger
    Instant
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    • WorkspaceRequired

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    Instant
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    • WorkspaceRequired

    Trigger
    Instant
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    • Reaction(s)

    • WorkspaceRequired

    Trigger
    Instant
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    • WorkspaceRequired

    Trigger
    Instant
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    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

Related categories

  • Project Management

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clientjoy logo
clientjoy logo

About Clientjoy

Clientjoy is Client Life-Cycle Management Software for Modern Agencies that helps you manage Leads, Proposals, Clients, Invoicing and Revenues under a single roof.

Related categories

  • CRM (Customer Relationship Management)

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