Connect ClickUp and Egnyte and Pipedrive CRM integrations

Connect ClickUp and Egnyte and Pipedrive CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like ClickUp and Egnyte and Pipedrive CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Popular ClickUp and Egnyte and Pipedrive CRM workflows.

Looking to get more out of ClickUp and Egnyte and Pipedrive CRM? With Make you can visually integrate ClickUp and Egnyte and Pipedrive CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Pipedrive -> ClickUp

Your sales manager is probably using Pipedrive CRM in order to track your prospect sales cycle. However, once a deal is negotiated and closed, the rest of your team needs to know so they can start delivering the service and onboarding the new client. Make can automatically a closed deal on your Pipedrive CRM and create a record on a ClickUp list that your team can see.

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Create ClickUp tasks from new Google Sheets spreadsheet rows

Every time you add a new row to your Google Sheets spreadsheet, Make will automatically create a new task in ClickUp. The template uses this example spreadsheet.

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Add new rows to Google Sheets for new tasks in ClickUp

Every time a new task is created in ClickUp, Make will automatically add that task's info to a new row in your Google Sheets. The template uses this example spreadsheet.

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Add new Pipedrive deals to a Google Sheets spreadsheet as new rows

Every time a new deal is created in Pipedrive, Make will automatically add that deal to a new row in a Google Sheets spreadsheet. The template uses this example spreadsheet.

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Personalize an introduction message with ChatGPT for new Pipedrive CRM leads and store them on a Google Sheet for review

Optimize your Pipedrive CRM lead engagement using ChatGPT to craft personalized introduction messages, while organizing and reviewing them on Google Sheets.

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Add new Google Analytics reports to a Google Sheet and ClickUp as tasks

Every time a new report is generated in Google Analytics, Make will automatically add the data to a Google Sheet and create a new task in a ClickUp list of your choice.

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Create a link for a new file in Egnyte and share it with specified people from list stored in Google Sheets

When a new file is saved in Egnyte, Make checks which people should have access to the file in Google Sheets. This template in Google Sheets was used. All the files must have the naming convention "nameOfTheProject_nameOfTheFile". After the list of filtered people is retrieved, the file links are created for the people and the links are sent to their e-mails. The generated password is then sent in private message to the concrete people via Slack.

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Create ClickUp tasks from new emails in Gmail

Every time you receive a new email in Gmail, Make will automatically create a new task in a ClickUp list of your choice.

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Create ClickUp tasks from Airtable records

Easily create ClickUp tasks from Airtable records and also update the records with the ClickUp task IDs with this template. This automation uses this Airtable template.

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Build your ClickUp and Egnyte and Pipedrive CRM integrations.

Create custom ClickUp and Egnyte and Pipedrive CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add Tag to a Task

Adds tag to a task.

Action

Add Tracked Time

Adds time tracked to a task.

Action

Add a Dependency

Adds a dependency to a task.

Action

Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action

Add a Participant to a Deal

Adds a participant to a deal.

Action

Add a Product to a Deal

Adds a product to the deal.

Action

Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action

Add a User to a Group

Adds a user to a group.

Action

Add an Installment Subscription

Adds a new installment subscription.

Action

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