ClickUp + Clientjoy

Create tasks in ClickUp for every new lead added in Clientjoy

With this workflow, when a new lead is added in Clientjoy, a corresponding task is created in ClickUp. This efficient process ensures prompt follow-ups and better lead management, allowing you to focus on high-value tasks. This integration not only streamlines your workflow but also enhances productivity by keeping your tasks organized and up-to-date.

With this workflow, when a new lead is added in Clientjoy, a corresponding task is created in ClickUp. This efficient process ensures prompt follow-ups and better lead management, allowing you to focus on high-value tasks. This integration not only streamlines your workflow but also enhances productivity by keeping your tasks organized and up-to-date.

  1. When this happens...
    ClientjoyClientjoy
    New Lead Is Added

    Triggers when a new Lead is added in Clientjoy

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • WorkspaceRequired

    Trigger
    Instant
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    • WorkspaceRequired

    • StageRequired

    Trigger
    Instant
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    • WorkspaceRequired

    Trigger
    Instant
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    • WorkspaceRequired

    Trigger
    Instant
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    • WorkspaceRequired

    Trigger
    Instant
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    • In which workspace you need to add the Customer?Required

    Trigger
    Instant
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    • In which workspace you need to add the Lead?Required

    Trigger
    Instant
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    • 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 moreHelp

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  • 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.
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Related categories

  • CRM (Customer Relationship Management)

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