Act! 365 + ClickUp Integration

Act! 365 and ClickUp are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Act! 365, do you also create a task in ClickUp? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

When you create a new contact in Act! 365, this automation will automatically create a related checklist in ClickUp. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your ClickUp board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Act! 365 and ClickUp!