How to connect ClickUp + Pipedrive + Webhooks by Zapier
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Do even more with ClickUp + Pipedrive + Webhooks by Zapier
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with ClickUp, Pipedrive, and Webhooks by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.
Task
Include subtask?
Fetch task data?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message TextRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document name (title)
Subtitle
Markdown Content
Content
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
CommentRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Subtitle
DocumentRequired
PageRequired
Content
Content edit mode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Task by ID
Find an existing task by its ID.
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Space
Folder
List
Document nameRequired
Name match condition
Include archived documents?
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
Owner
Organization
Deal
Lead
Project
Mark as done
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Owner
Organization
Deal
Lead
Project
Mark as done
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
PersonRequired
Name
Emails
Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Owner
Filter
Mark as done
Organization
Deal
Lead
Project
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
Exact Match
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMethodRequired
URLRequired
Data Pass-Through?
Data
Unflatten
Basic Auth
Headers
Return Raw Response
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.URLRequired
Payload Type
Data
Wrap Request In Array
File
Unflatten
Basic Auth
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Reaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
Checklist NameRequired
Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Thread
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Name
Content
Subtitle
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field nameRequired
Description
Required in tasks
Pinned
Visible to guests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
StartRequired
EndRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Task Description
Markdown Content
Assignee Emails
Priority
Start Date
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
ActionThis is an event a Zap performs.SearchFind existing data in your appCheck Plan Bandage
WorkspaceRequired
FieldRequired
ValueRequired
Include all shared items?
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Project
Pin note to organization
Lead
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Emails
Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
DealRequired
Title
Status
Stage
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
ProductRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search type
TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Name
Emails
Phones
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCatch Raw Hook
Triggers when a POST, PUT, or GET request is made to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.URLRequired
Key
Deduplication Key
Xpath
Basic Auth
Headers
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planURLRequired
Query String Params
Send As JSON
JSON key
Unflatten
Basic Auth
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.URLRequired
Payload Type
Data
Wrap Request In Array
File
Unflatten
Basic Auth
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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How ClickUp + Pipedrive + Webhooks by Zapier Integrations Work
- Step 1: Authenticate ClickUp, Pipedrive, and Webhooks by Zapier.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.