Referral Rock + ClickUp Integration

Referral Rock and ClickUp are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Referral Rock, 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.

Referral Rock and ClickUp are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Referral Rock, 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 Member is updated in Referral Rock then Create subtask in ClickUp

When Member is updated in Referral Rock then Update task in ClickUp

When Member is updated in Referral Rock then Update task with custom field in ClickUp

When Member is updated in Referral Rock then Post list comment in ClickUp

When Member is updated in Referral Rock then Post view comment in ClickUp

When Member is updated in Referral Rock then Update comment in ClickUp

When you create a new contact in Referral Rock, 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 Referral Rock and ClickUp!