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Question

Syncing GHL stage names with ClickUp custom fields

  • August 14, 2025
  • 2 replies
  • 13 views
A

I have connected GHL and ClickUp, when a stage name changes in GHL it should also change the custom stage name column in ClickUp as well. I have the same custom column in ClickUp as GHL Stage name but somehow I am not able to figure it out. I have created a zap when lead is created in GHL it automatically create tasks in ClickUp with lead name and set the status to Lead Created but when I move it to next stage name in GHL it does not reflect in ClickUp next stage. 

 

Any help or link that can resolve this issue? 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 34068 replies
  • August 14, 2025

Hi ​@Atif1252 

Dropdown fields have expected option values that need to be used. (e.g. ID of the option rather than the name of the option)

Follow this help link to understand: https://help.zapier.com/hc/en-us/articles/8496241696141-Add-custom-values-to-dropdown-menu-fields-in-Zaps

That means you likely need to use a lookup table to translate the friendly names from GHL to the expected ClickUp Custom Field option ID.

 

Resources for lookup tables: 

  • Formatter > Utilities > Lookup Table
  • Zapier Tables

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
SamB
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • 9736 replies
  • August 22, 2025

Hi there, ​@Atif1252 👋

How did you get on with Troy’s suggestions here? Were you able to get things sorted?

Let us know how it went, want to make sure you’re all set!

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