ClickUp automations — Lead Generation

Ready-made scenarios where ClickUp works for you (lead generation): pick one — a copy appears in your account and runs on its own.

34 scenarios

Instagram leads, straight into a sheet
A business card into a contact card from a photo
A lead list from search — with contacts, into a sheet
Site leads and sign-ups — straight into a sheet
Emails to found companies — from list to sent
Lead capture through a live chat — into a table
Lead capture with a multi-step form
Instagram leads with verified emails — from a single query
A lead list with a personalized icebreaker for each
Search for people from your board — results land as items
A targeted list of professionals — into a spreadsheet
A new lead: a CRM card and a welcome — instantly
LinkedIn lead finding and personalized outreach
Leads from a search URL, straight into a sheet
A list of the right professionals by keywords — into a table
Search contacts into a table — across every page
Mining leads from your inbox into a sheet
Contacts from business cards into a spreadsheet — by photo
Find business leads in forum discussions
Posts with real deal potential — pinged to chat, filed in your knowledge base
A card photo becomes a contact in your sheet
A waitlist with email confirmation — in a sheet
Find clients and send first emails — from one form
Collect target contacts into a table — with zero manual entry
Collecting client contacts from a job marketplace — on autopilot
B2B prospect search and personal outreach — on autopilot
B2B leads and cold emails — sourcing and sending, automated
Social-network leads, scored and synced to your CRM
Ready-to-buy clients from social — on request
Finding customers on Reddit — on autopilot
Collecting profiles by query — into a database and sheet
Lead gathering and drafted emails for approval, sending the approved
Instant replies to messenger leads, with scoring and meeting booking
Personal emails to new contacts — built from their own socials