Clickup Agency Workspace
By Noel Maniraguha on October, 2024
New to project management? Setup your Clickup workspace correctly from the start!!
Duplicate Clickup workspace
This Clickup template is what we use to manage our clients, do tasks, and MORE.
Send campaign copy to Smartlead
This automation sends your campaign copy directly to Smartlead, streamlining your workflow and campaign management.
Create copywriting spintax
This automation adds Spintax to your email copywriting, helping you create dynamic, varied content for improved engagement.
Store OLD engaged leads in Clickup
This automation logs old engaged leads in ClickUp, helping you build a detailed dashboard for lead tracking. It uses many operations but only needs to…
Store NEW engaged leads in Clickup
This automation notifies both your agency and clients about category changes, typically triggered when a lead replies, ensuring everyone stays updated…
- Top 10 Automations ⌵
- Honorable Mentions ⌵
- Campaign monitoring and database
- High bounce and low leads (alternatives)
- Make.com scenario backups
- Automated weekly reports (alternatives)
- Smartlead client database
- Automate responses to OOO emails
- Smartlead calendar sync (alternatives)
- Sync HubSpot and Smartlead properties
- Send Smartlead emails from Slack
- Auto-add DKIM, DMARC & open tracking
- Airtable Workspace ⌵
- Duplicate Airtable workspace
- Log campaign analytics trends in Airtable
- Create top-level campaign analytics in Airtable
- Create a Smartlead client database in Airtable
- Client Onboarding Automation (Airtable Form)
- Notification for Smartlead replies (Airtable Database)
- Store OLD engaged leads in Airtable
- Add OLD email accounts to Airtable
- Add NEW email accounts in Airtable
- Clickup Workspace ⌵
- Real Time Notifications ⌵
- Smartlead External Scripts ⌵
- Hubspot Dealmaker ⌵
- Automations with Clay ⌵
- Duplicate master campaign table in Clay
- Research new clients across the internet
- Validate and replace Smartlead API key overnight
- Create a research-based meeting recap
- Duplicate Clay table and move to client folder
- Export Clay table data to Google Sheets
- Clay client onboarding SOPs
- Enrich Smartlead contacts using Clay
- Automate responses to OOO emails
- Beyond The Basics ⌵
- Export all Smartlead positive replies to Sheets
- Retroactively assign SDRs to Smartlead contacts
- Export existing Smartlead users to Google Sheets
- Add and remove users from Smatlead with the API
- Smartlead client onboarding SOPs
- Clay client onboarding SOPs
- Campaign backups & restore
- Duplicate subsequence in Smartlead
- Add client dropdown field to Hubspot
- Add BCC address & custom tracking
- Create tasks for calendar events
- Hubspot 2-way sync (lead category)
- Auto-categorize leads with AI