ClickUp + Pipedrive

Create folders in ClickUp for new matched deals in Pipedrive

Stay organized and efficient when managing your deals in Pipedrive by automatically creating corresponding folders in ClickUp. With this workflow, whenever a deal matches a specific filter in Pipedrive, a new folder is instantly created in ClickUp, keeping all your related documents and information in one place. Streamline your sales process and make sure no deal slips through the cracks with this seamless integration.

Stay organized and efficient when managing your deals in Pipedrive by automatically creating corresponding folders in ClickUp. With this workflow, whenever a deal matches a specific filter in Pipedrive, a new folder is instantly created in ClickUp, keeping all your related documents and information in one place. Streamline your sales process and make sure no deal slips through the cracks with this seamless integration.

  1. When this happens...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    TriggerPolling
  2. automatically do this!
    ClickUpClickUp
    Create Folder

    Triggers when new folders are created.

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    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.

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  • 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.
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Related categories

  • CRM (Customer Relationship Management)

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