Watch new responses in Tally and create tasks in ClickUp

Create ClickUp tasks for new MakePlans bookings

Every time an invitee reservate an appointment in MakePlans, Make will automatically create a new task in a ClickUp list of your choice.

Create a ClickUp task from a new Salesforce opportunity and send a Slack notification

Use this template to automatically create a ClickUp task and send a Slack notification when a new Salesforce opportunity is created.

Create ClickUp tasks from new Initiative CRM contacts

This template periodically checks for new contacts in Initiative CRM and uses the retrieved information to create new tasks in ClickUp. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

Create new Google Tasks for new Click Up tasks

Every time a new task is created in ClickUp, Make will automatically add that task to Google Tasks.

Sync KPI metrics from ClickUp and Google Sheets to Slack and Gmail

Description Automate daily KPI tracking and reporting by integrating ClickUp tasks and Google Sheets lead data into a unified dashboard. This workflow computes performance metrics, analyzes sentiment, and delivers visualized reports to Slack and Gmail for instant team insights. 📊💬📧 What This Template Does - Triggers automatically every day using a cron scheduler. ⏰ - Fetches project task data from ClickUp, including status, priority, and assignee metrics. - Retrieves lead generation data and res

Mailchimp -> ClickUp

Mailchimp is one of the most popular email marketing tools as it allows you to collect emails, build email lists and setup autoresponders. Even though email marketing can potentially land you some clients in the long run by providing value, a quicker way to close some deals is by storing your lead information in a ClickUp list and reaching out to your prospects on a one to one basis. Identify their problems, provide solutions and make some sales!!!

Create HubSpot CRM contact from new LiveChat chats

Every time a new chat incoming in Livechat, Make will automatically create or update a contact in HubSpot CRM.

Transfer scanned vCard QR codes data to KlickTipp

This template automates event-style lead capture by turning scanned vCard QR codes into KlickTipp subscribers in real time. When you scan a QR code containing vCard contact data with AllCodeRelay, the app sends the raw vCard text to a Make webhook. The scenario then validates that the scan is a vCard, parses the vCard into clean contact fields (first name, last name, email, phone numbers, company, position, address, website), and immediately creates or updates the contact in KlickTipp with Doubl