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Zapier makes it easy to integrate ClickUp with Pipedrive - no code necessary. See how you can get setup in minutes.

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ClickUp
ClickUp logo
ClickUp
1. Choose trigger event
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Pipedrive
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Pipedrive
2. Choose action
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1. Select the event
Setup
Test
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ClickUp
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from ClickUp.

Add your action

An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.

You’re connected!

Zapier seamlessly connects ClickUp and Pipedrive, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about ClickUp + Pipedrive integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and Pipedrive

Can I create a deal in Pipedrive when a task is completed in ClickUp?

Yes, you can set up an integration where completing a task in ClickUp triggers the creation of a new deal in Pipedrive. You can customize the details that are transferred based on your needs.

How do I update ClickUp tasks based on changes in Pipedrive?

Our integration allows you to set triggers when certain fields or statuses change in Pipedrive. These triggers can be used to update details within ClickUp tasks automatically, ensuring both systems reflect the latest information.

Is it possible to sync contacts between ClickUp and Pipedrive?

While our main focus is on tasks and deals, we can help sync contact information by triggering updates across platforms when specific changes occur, such as lead status updates or contact field modifications.

What happens if a task cannot be created in ClickUp due to missing data from a new deal in Pipedrive?

Our system will notify you of any required fields that are missing data, enabling quick action to resolve these gaps. We ensure that all necessary information is shared before creating tasks or deals.

Can I trigger an email notification when a task from ClickUp results in a closed deal in Pipedrive?

Absolutely! We offer the option to send automated email notifications based on transactions like closing a deal. This helps keep relevant stakeholders informed without manual intervention.

How often is the information updated between ClickUp and Pipedrive?

The updates between ClickUp and Pipedrive are triggered by events you define. Usually, updates happen almost instantaneously once the trigger condition is met.

Are there predefined templates for integrating common workflows between ClickUp and Pipedrive?

Yes, we provide pre-built templates for common workflows such as task-deal syncing or milestone tracking which you can customize further to fit your unique business processes.

Practical ways you can use ClickUp and Pipedrive

Sync ClickUp tasks with Pipedrive deals

When creating a new task in ClickUp, Zapier creates a corresponding deal in Pipedrive. This helps business owners maintain consistency across task and client tracking platforms, keeping all updates aligned in both tools.

Business Owner
Create ClickUp tasks for new Pipedrive leads

When a new lead is created in Pipedrive, Zapier generates a task in ClickUp. This empowers marketing professionals to act on leads promptly, ensuring no marketing opportunities are missed.

Marketing & Marketing Ops
Track deal progress in ClickUp

When a deal stage is updated in Pipedrive, Zapier adds a corresponding update in ClickUp. This ensures project managers can oversee deal-related tasks with ease and keep the team on the same page.

Project Management

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Workspace
      Required
    Trigger
    Instant
    Try It
    • Workspace
      Required
    Trigger
    Instant
    Try It
    • Workspace
      Required
    Trigger
    Instant
    Try It
    • Task
    • Include subtask?
    • Fetch task data?
    Trigger
    Instant
    Try It
    • Reaction(s)
    • Workspace
      Required
    Trigger
    Instant
    Try It
    • Workspace
      Required
    Trigger
    Instant
    Try It
    • Reaction(s)
    • Workspace
      Required
    Trigger
    Instant
    Try It

Learn how to automate ClickUp on the Zapier blog

Learn how to automate Pipedrive on the Zapier blog

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