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 be run once.
This automation has 1 component.
1. Logging OLD engaged leads in Clickup. This will help you build a dashboard like the one below.
To log NEW leads, you should use this automation: Store NEW engaged leads in Clickup
This will use many operations, but it only needs to be run once.
Pre-requisite: you need to set up the Clickup Agency Workspace for this to work.
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