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Pipedrive CRM
ClickUp

Connect Pipedrive CRM and ClickUp

Explore ready-made Pipedrive CRM and ClickUp templates and start automating in minutes.

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Create a custom workflow

Integrate Pipedrive CRM with ClickUp and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Pipedrive CRM
Trigger: New Activity Event (Deprecated)
ClickUp
Action: Select an action
1. Select a trigger

  • Triggers when a new activity is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new deal is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new note is added, updated or deleted.

  • Triggers when a new organization is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new person is added, updated or deleted.

  • Triggers when a new product is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new activity is added or updated.

  • Triggers when a new activity is added or updated.

  • Triggers when a new deal is added or updated.

  • Triggers when a new deal is added or updated.

  • Triggers when a new email is added to Inbox.

  • Triggers when a new lead is added or updated.

  • Triggers when selected event of the selected object occurs.

  • Triggers when a new note is added or updated.

  • Triggers when a new organization is added or updated.

  • Triggers when a new organization is added or updated.

  • Triggers when a new person is added or updated.

  • Triggers when a new person is added or updated.

  • Triggers when a new product is added or updated.

  • Triggers when a new product is added or updated.

2. Select an action

  • Adds a dependency to a task.

  • Adds tag to a task.

  • Adds time tracked to a task.

  • Adds new checklist to a specific task.

  • Creates an item in a checklist.

  • Creates new folder for specific space.

  • Creates a folderless list.

  • Creates new workspace goal.

  • Creates new list for specific folder.

  • Creates a space.

  • Creates a new tag for specific space.

  • Creates a goal target.

  • Creates new task in a specific list or sub-task in a specific task.

  • Creates a new task in a list.

  • Creates a task from a specific template.

  • Creates a new time entry manually.

  • Deletes a specific checklist.

  • Deletes a specific checklist item.

  • Deletes a list or task comment.

  • Removes a dependency of tasks.

  • Deletes a folder.

  • Deletes a specific goal.

  • Deletes a list.

  • Deletes a specific space.

  • Deletes a space tag.

  • Deletes a target.

  • Deletes a specific task.

  • Deletes a time entry.

  • Deletes tracked time.

  • Updates checklist name and/or position.

  • Updates a checklist item.

  • Updates a folder.

  • Updates a goal.

  • Updates a list.

  • Updates a space.

  • Updates a space tag.

  • Updates a goal target.

  • Updates a task.

  • Updates a task.

  • Updates a task.

  • Updates tracked time.

  • Retrieves details about specific folder.

  • Retrieves details about specific goal.

  • Retrieves details about specific list.

  • Retrieves details about specific space.

  • Retrieves details about specific task or subtask.

  • Gets a specified time entry.

  • Retrieves details about specific view.

  • Gets a specified workspace.

  • Returns how long a task has been in each status. Available only for ClickUp Business plan.

  • Invites a user to a selected workspace.

  • Performs an arbitrary authorized API call.

  • Posts a comment to a task.

  • Posts a comment to a view.

  • Posts a comment to a list.

  • Removes tag from a specific task.

  • Starts or stops a timer.

  • Updates a list or task comment.

  • Updates an existing time entry.

  • Adds attachment to a task.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Pipedrive CRM and ClickUp.

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 Follower (Deprecated)
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 (Deprecated)
Adds a new recurring subscription to a deal.
Action
Add an Installment Subscription (Deprecated)
Adds a new installment subscription.
Action
Add an Installment to a Deal
Adds an installment to a deal.
Action
Add Tag to a Task
Adds tag to a task.
Action
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Popular Pipedrive CRM and ClickUp workflows

Connect Pipedrive CRM and ClickUp with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

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.

Pipedrive -> ClickUp
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.