How can I filter for specific types of record updates?

DryMerge allows you to filter records based on update types or fields. Specify what you need, and DryMerge will handle the rest.

Can I use this with Wrike instead of ClickUp?

Yes, you can use this with Wrike instead of ClickUp. Just describe the changes you need to make, and DryMerge will adjust the automation accordingly.

Which people use this automation? What do they use it for?

This automation is used by account management and customer success teams to ensure critical updates on client information are translated into actionable tasks in ClickUp.

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ClickUp + Zoho CRM

Create ClickUp Tasks from Updated Zoho CRM Records

Never miss a critical client update by creating tasks in ClickUp from updated records in Zoho CRM. This automation keeps your team informed and proactive.

Updated Record

Triggers when a record is updated in Zoho CRM.

Create ClickUp Task

Creates a new task in ClickUp for the updated record.

See more ClickUp to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Create ClickUp Tasks for New Zoho CRM Leads

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Create ClickUp Tasks from Notes in Zoho CRM

ClickUp + Zoho CRM

Create ClickUp Tasks from Zoho CRM Scheduled Calls

ClickUp + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create ClickUp tasks from updated Zoho CRM records"

Create ClickUp tasks from updated Zoho CRM records

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with ClickUp + Zoho CRM.

Create Task

Creates a new task in Clickup

Create Task Comment

Adds a comment to a Clickup task

Create Time Entry

Creates a new time entry for a Clickup task

Update Task

Updates an existing task in Clickup

Create Folder

Creates a new folder in Clickup

Create List

Creates a new list in Clickup

List Spaces

Lists all Clickup spaces

Get Task Comments

Gets comments for a Clickup task

Search Tasks

Searches for tasks in ClickUp based on criteria

New ClickUp Task

Triggers when a new ClickUp task is created

ClickUp Task Changes

Triggers when a ClickUp task is updated

Create Zoho CRM Task

Creates a new task in Zoho CRM

App details

ClickUp

ClickUp is an all-in-one productivity platform for planning, tracking, and collaborating on projects. Manage tasks, docs, goals, and more in a customizable workspace.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.