Ready workflows for ClickUp + PerfexCRM Integration
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When Task is updated in ClickUp > Check any condition > Create lead in PerfexCRM
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Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between ClickUp & PerfexCRM
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ClickUp is a simple but powerful way to manage your projects and tasks. It allows you to create task lists, collaborate with teammates, set due dates, and comment on tasks from anywhere you go.
See ClickUp IntegrationsPerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.
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