Pipedrive -> ClickUp

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Apps used in template

Pipedrive CRM

ClickUp

About

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 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

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 an Installment Subscription

Adds a new installment subscription.

Action

Cancel a Recurring Subscription

Cancels a recurring subscription.

Action

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