ClickUp + Pipedrive

Create tasks in ClickUp for every new person in Pipedrive

Enhance your workflow by automatically connecting Pipedrive and ClickUp. With this set-up, whenever you add a new person in Pipedrive, it will instantly create a task in ClickUp. This allows you to stay organized and improves your efficiency by eliminating manual data entry. Save time while keeping track of new contacts and tasks with this straightforward automation.

Enhance your workflow by automatically connecting Pipedrive and ClickUp. With this set-up, whenever you add a new person in Pipedrive, it will instantly create a task in ClickUp. This allows you to stay organized and improves your efficiency by eliminating manual data entry. Save time while keeping track of new contacts and tasks with this straightforward automation.

  1. When this happens...
    PipedrivePipedrive
    New Person

    Triggers when a new person is created.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Activity filterRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

Related categories

  • Project Management

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pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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