Zoho CRM and ClickUp Integration | How to Get Contacts from Zoho CRM to ClickUp
How to Get Contacts from Zoho CRM to ClickUp? Integrate Zoho CRM and ClickUp whith ApiX-Drive: https://apix-drive.com
ApiX-Drive is a no-code service for automating business processes without developers. Connect 350+ Apps in 5 minutes. Quick & Easy.
In this video tutorial, we will learn:
✓ How to connect Zoho CRM and ClickUp
✓ How to Create Task from Zoho CRM to ClickUp
✓ How to independently use no-code services to automate business processes without developers
【Video Navigation】
0:00 - Introduction
0:35 - Setting up Zoho CRM as a Data Source
1:56 - Setting up ClickUp as a Data Receiver
5:20 - Setting up auto-update
➤ Steps to connect Zoho CRM and ClickUp
1. Link your Zoho CRM and ClickUp account with ApiX-Drive
2. Select Zoho CRM as your data source App and 'Get Contacts' as your action
3. Select ClickUp as your data receiver App and 'Create Task' as your action
4. Map Zoho CRM fields to relevant fields in ClickUp
5. Turn your integration on auto update.
➤ Read about other ApiX-Drive integrations here - https://apix-drive.com/en/blog
➤ More video in the playlist - • How to
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