ClickUp + Pipedrive

Create new folders in ClickUp for every new person in Pipedrive

With this workflow, as soon as a new contact is added to your Pipedrive, a corresponding folder is created instantly in ClickUp. This ensures your task management aligns seamlessly with your sales pipeline. Boost your organizational efficiency and stay updated on each new customer's journey.

With this workflow, as soon as a new contact is added to your Pipedrive, a corresponding folder is created instantly in ClickUp. This ensures your task management aligns seamlessly with your sales pipeline. Boost your organizational efficiency and stay updated on each new customer's journey.

  1. When this happens...
    PipedrivePipedrive
    New Person

    Triggers when a new person is created.

    TriggerInstant
  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.

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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