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Pipedrive -> ClickUp

Pipedrive -> ClickUp

Apps used in template

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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.

ClickUp
Add Tag to a Task

Adds tag to a task.

Action
ClickUp
Add Tracked Time

Adds time tracked to a task.

Action
ClickUp
Add a Dependency

Adds a dependency to a task.

Action
Pipedrive CRM
Add a Follower

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

Action
Pipedrive CRM
Add a Participant to a Deal

Adds a participant to a deal.

Action
Pipedrive CRM
Add a Product to a Deal

Adds a product to the deal.

Action
Pipedrive CRM
Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action
Pipedrive CRM
Add an Installment Subscription

Adds a new installment subscription.

Action
Pipedrive CRM
Cancel a Recurring Subscription

Cancels a recurring subscription.

Action

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