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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? 

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

 

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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