Can I filter which lead notes trigger task updates?

Yes, you can specify which lead notes should update tasks based on criteria like keyword presence or note type.

Can I choose specific task fields to update in ClickUp?

Absolutely, you can select which fields in the ClickUp tasks should be updated with the new lead notes.

Who typically uses this automation and why?

Project managers and sales teams use this to ensure their task details are comprehensive and up-to-date, supporting better planning and execution.

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ClickUp + Enrich by DryMerge

Update ClickUp tasks with lead notes from Enrich Leads

Ensure your ClickUp tasks reflect the latest lead insights by updating them with new notes from Enrich Leads. This automation keeps your tasks detailed and current, enhancing your team's workflow and decision-making processes.

New Lead Notes

Triggers when new notes are added in Enrich Leads.

Update ClickUp Tasks

Updates the corresponding tasks with the new notes.

See more ClickUp to Enrich by DryMerge integrations or use AI to customize your automation.

or pick a common variation below

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How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update ClickUp tasks with lead notes from Enrich leads"

Update ClickUp tasks with lead notes from Enrich leads

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 + Enrich by DryMerge.

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

Enrich Lead Information

Enriches with lead information

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.

Enrich by DryMerge

Enrich your leads with additional context and insights. Automate lead enrichment by pulling in data from various sources and sync the enriched data with your CRM.