Connect ClickUp and Pipedrive CRM integrations
Connect ClickUp 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 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.
Triggers when a specific folder event happens.
Triggers when a specific list event happens.
Triggers when a specific space event happens.
Triggers when a task or subtask is created or updated.
Triggers when a specific task or subtask event happens.
Add follower to an object of selected type (deals, organizations, persons).
Adds a new installment subscription.
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Cancels a recurring subscription.
Creates a deal.
Creates a lead.
Creates an activity.
Creates an organization.
Creates a note.
Creates a person.
Creates a product.
Deletes a deal.
Delete a follower from a deal.
Deletes a lead.
Marks mail thread as deleted.
Deletes an activity.
Deletes a product attachment from a deal.
Deletes an organization.
Deletes a note.
Deletes a person.
Deletes a product.
Marks an installment or a recurring subscription as deleted.
Downloads a file.
Returns details of a specific deal.
Gets a lead.
Returns specific mail thread.
Returns data about specific mail message.
Returns details of a specific activity.
Returns details of an organization.
Returns details about a specific note.
Returns details of a person.
Returns data about a specific product.
Returns details of an installment or a recurring subscription.
Returns data about a specific user within the company.
Performs an arbitrary authorized API call.
Updates a deal.
Updates a lead.
Updates the properties of a mail thread.
Updates an activity.
Updates an installment subscription.
Updates an organization.
Updates an organization field value.
Updates a note.
Updates a person.
Updates a product.
Updates a recurring subscription.
Updates product attachment details of the deal-product (a product already attached to a deal).
Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.
Returns details of an installment or a recurring subscription by the deal ID.
Searches for activities.
Lists activities associated with a deal.
Searches for deals.
Lists deals in a specific pipeline across all its stages.
Lists deals in a specific stage.
Lists files associated with a deal.
List followers of an object of selected type (deals, organizations, persons, products, users).
Retrieves all your leads.
Returns mail threads in specified folder ordered by most recent message within.
Get mail messages inside specified mail thread.
Searches for notes.
Searches for organizations.
Returns all payments of an installment or recurring subscription.
Searches for persons.
Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.
Returns data about all pipelines.
Searches for products.
Lists products attached to a deal.
Returns data about all stages.
Returns data about all users.
Retrieves your deals filtered by criteria.
Performs a search from multiple item types.
Retrieves your leads filtered by criteria.
Retrieves your organizations filtered by criteria.
Retrieves your persons filtered by criteria.
Retrieves your products filtered by criteria.
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Build your ClickUp and Pipedrive CRM integrations.
Create custom ClickUp and Pipedrive CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds tag to a task.
Adds time tracked to a task.
Adds a dependency to a task.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Cancels a recurring subscription.
Connect any app with ClickUp and Pipedrive CRM
Popular ClickUp and Pipedrive CRM workflows.
Looking to get more out of ClickUp and Pipedrive CRM? With Make you can visually integrate ClickUp 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.
TRY IT ->Create ClickUp tasks from new Google Sheets spreadsheet rows
Automatically create new tasks in ClickUp every time there is a new row in Google Sheets. Use this [example spreadsheet](https://bit.ly/2JqTH7q) for a quick and simple setup.
TRY IT ->Create a Pipedrive CRM person and a deal from a Facebook Lead Ads form submission
Every time a new Facebook Lead Ads form is submitted, Make will automatically create a Pipedrive CRM person and a deal. Check out a more advanced version of this template: [Send Facebook leads to Pipedrive CRM and prevent lead duplication](https://www.make.com/en/templates/12015-send-facebook-leads-to-pipedrive-crm-and-prevent-lead-duplicates)
TRY IT ->Create ClickUp tasks from new emails in Gmail
Automatically create new tasks in ClickUp every time you receive a new Gmail email.
TRY IT ->Update ClickUp tasks based on filtered team tasks
Streamline your task management process by automatically updating tasks in ClickUp based on specific filters. This template allows you to retrieve filtered team tasks from ClickUp and edit them as needed, ensuring your team stays organized and focused on their priorities. Say goodbye to manual updates and enhance your productivity with this efficient workflow.
TRY IT ->Update Pipedrive person details from a custom webhook
Streamline your lead management process by integrating custom webhooks with Pipedrive. This template allows you to automatically update person information in Pipedrive whenever a specific event occurs via your custom webhook. Enhance your CRM efficiency and ensure your contact data is always up-to-date, saving you time and reducing manual entry errors. Perfect for businesses looking to automate their workflows and improve data accuracy in Pipedrive.
TRY IT ->Add new Pipedrive deals as rows in Google Sheets
Streamline your sales process by automatically logging new deals in Pipedrive into Google Sheets. With this template, every time a new deal is created in Pipedrive, Make will instantly add a new row in your Google Sheets, ensuring you have a comprehensive and organized record of all your deals for easy tracking and analysis. This integration helps you maintain accurate data and enhances your ability to monitor sales performance effectively.
TRY IT ->Create new Pipedrive objects from custom webhook data
Streamline your lead management process by integrating custom webhooks with Pipedrive. This template allows you to automatically create new objects in Pipedrive whenever a custom webhook is triggered, ensuring that your sales team has real-time access to important data. Perfect for businesses looking to enhance their CRM efficiency and responsiveness, this workflow eliminates manual data entry and helps you stay organized.
TRY IT ->Create tasks in ClickUp for every new Jotform submission
Streamline your project management process by automatically creating tasks in ClickUp whenever a new submission is received in JotForm. This template ensures that every form submission is promptly transformed into actionable tasks, enhancing your team's efficiency and organization. Say goodbye to manual data entry and keep your workflow seamless.
TRY IT ->
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