ClickUp Training — Session 5:

ClickUp Training — Session 5: Lead Capture Forms

Overview In this session, I built a lead capture form in ClickUp and connected it directly to my CRM pipeline, completing the full loop from lead capture to task management. What I Practiced ✅ Created a custom “New Lead Intake Form” with Full Name, Email Address, and Phone Number fields ✅ Added a Single-select question (“How did you hear about us?”) and mapped it directly to my existing “Lead status” custom field ✅ Published the form and tested it by submitting a live entry ✅ Confirmed the submission automatically created a new task in my task list

Skills Practiced: CRM Fundamentals, Form Building, Lead Capture, Field Mapping, Workflow Automation