For the meantime, I’ve decided to work with ClickUp for all of my task management. I’ve found that there’s a pretty decent flow of info from Copper to ClickUp via zapier.
I am now forwarding all tasks to ClickUp via Zapier, but I can’t seem to the get the detail of the task itself over there, such as the customer name and / or opportunity name.
Does anyone have experience with this that can offer us some insight?
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