Pre-populate the Custom Fields from existing data
Nick
pre-populate the Custom Fields of task created using the Email to List feature using the existing information from the Custom Fields in your Client Database List.
This could be achieved through ClickUp AI or an automation that has an AI option to search say the 'task name' for a clients name for example, or if this tag is assigned, then assign these custom fields and info from this CRM details.
This is all to automate my CRM when I have a business enquiry come in, to assign it to a previous client with their contact details, email, website, and custom fields like services, how they found me etc that I have as custom fields.
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