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.
Similar templates for inspiration
Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.
Create your own workflow
Create custom 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
Add Tracked Time
Add a Dependency
Add a Follower
Add a Participant to a Deal
Add a Product to a Deal
Add a Recurring Subscription
Add an Installment Subscription
Cancel a Recurring Subscription
How do I get started with Make?
What is a scenario?
What is a module?
What is mapping?