You connect ClickUp to Centerflow once and choose the list where new leads arrive as tasks. After that, every new lead is automatically created as a task in ClickUp.
ClickUp
With the ClickUp integration, every new lead from Centerflow automatically lands as a task in ClickUp, including the campaign, keyword and channel it came from.
Overview
Does your team work in ClickUp, the all-in-one platform for tasks and projects? By connecting ClickUp to Centerflow, every new lead is automatically created as a task in ClickUp, with all filled-in details and first-party attribution data such as source, campaign, keyword and UTM parameters. Nobody has to retype leads, and everyone sees right away where an enquiry came from.
What you get with ClickUp and Centerflow:
- Automatically send every new lead as a task in ClickUp
- Store source, campaign, keyword and channel as fields on the task
- Include all filled-in details, so your team can follow up right away
- Decide which leads are forwarded, for example per form or campaign
- Never retype or copy leads by hand again
- See at a glance which marketing generates the enquiries
FAQ’s
All filled-in details of the lead, supplemented with first-party attribution data such as source, campaign, keyword and UTM parameters. You decide which fields on the task it goes into.
Yes. You choose which leads go through, for example only from a certain form, a certain campaign or a certain type of enquiry.