Hey, wondering if anyone can help me.
I have an automation setup to create a new lead in Clickup when a form is filled in on my website. I use Clickup as my main CRM, with a pretty good CRM layout I found online.
In the first step within Clickup, it creates a task under a Lead task list, with all the data from the form (which goes to a Google Sheets first). There’s then a separate tasks list called Contacts, which I’ve setup a zap to create a specific contact, which again is fine and working great.
The problem is, the CRM has a load of other features which requires the contacts and leads to be separate, and I need to then link the two back together. In Clickup, it suggests that I create a new field within the Lead task, called “Contact” and set this as a relationship field, which I can then link to the new Contact that’s been created.
However, Zapier can’t seem to see this relationship field to update? I created a normal text field as a test, which is can see fine.
I want to update this field with the new contact task, but something doesn’t seem quite right!
