Introduction

Stay organized and never miss a beat with this powerful automation template. Whenever a new deal is added, the details are instantly logged into a spreadsheet and a matching task is created in your project management list. Perfect for sales, project teams, and any business that wants to save time and reduce manual effort.

Trigger Event: New Deal Entry

The automation is initiated when a new deal is detected. This could be through your CRM, website, or another source (trigger setup per your system). This ensures each new opportunity instantly sets the workflow in motion.

Actions

1. Log Deal in Spreadsheet

The first step records essential details of the new deal in a Google Sheets document called "Task Master." This ensures all your deals are trackable and organized in one central location.

• What happens:
  • Captures the deal's timestamp and name (or unique ID) into dedicated columns.
  • Helps you keep a chronological log of all your deals automatically—no more manual entries!

2. Create Task in Project List

The second step creates a new task in your ClickUp project list so that your team can immediately follow up on the new deal.

• What happens:
  • Sends the deal info to the right team, space, folder, and list (for example: "viasocket," "test102," etc.).
  • The task is ready for your team to track and take action instantly.

Benefits

• Saves valuable time by eliminating manual data entry
• Keeps your records and action items up-to-date automatically
• Boosts team productivity with instant task creation
• Perfect for sales and project teams wanting to streamline their workflows