The client wanted a custom CRM developed in ClickUp using automation via Relay. The goal was to automate the process for KPI tracking such as a logging dates of when an activity happened, to auto creating tasks based on status.
Company Database
Companies database, which automatically creates a record when form is filled in
Custom Fields
Automatically adds call information and submission information into ClickUp
Automatic KPI Logging
Auto logs dates of activity which can be used to analyse data, and track KPIs and objectives
Pipeline Management
Track deals
ClickUp Native Automations
Automation which creates onboarding tasks when deal is won
Relay Automation
Relay Automation - Fillout form being mapped into ClickUp + Assigned Comment
0 likes · 26 views · Mar 7, 2025
The goal was to automate the process for KPI tracking such as a logging dates of when an activity happened, to auto creating tasks based on status.
