This automation notifies both your agency and clients about category changes, typically triggered when a lead replies, ensuring everyone stays updated in real-time.
This automation has 3 components.
1. Notifying YOUR AGENCY about category changes (which usually occur when a lead replies).
2. Notifying YOUR CLIENTS about category changes (which usually occur when a lead replies).
3. Logging NEW engaged leads in Clickup. This will help you build a dashboard like the one below.
To log OLD leads, you should use this automation: Store OLD engaged leads in Clickup
Pre-requisite: you need to set up the Clickup Agency Workspace for this to work.
Insert the blueprint in make (new scenario)